CRM migration
Field-level mapping, validation, and rollback between Criminal Case Management and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.
Criminal Case Management
Source
monday CRM
Destination
Compatibility
12 of 12
objects map 1:1 between Criminal Case Management and monday CRM.
Complexity
BStandard
Timeline
48–72 hours
Overview
Criminal Case Management systems — regardless of the specific vendor — model legal work as structured objects: Clients, Matters or Cases, Case Parties, Documents, Notes, Billing, and Custom Fields. Monday CRM's architecture is fundamentally different: it has no native case or matter object. Instead it provides People (contacts), Organizations, Deals, and board Items. Cases migrate as Items on a dedicated Cases board; related Parties become Items on a linked Parties board or linked via Monday's relation columns. Documents attach to Items as Monday Files. Notes become Item Updates with original timestamps. Custom fields from the source system become Monday column types — but teams must be aware that Monday's custom fields (app-based) are being deprecated and replaced with native columns. The migration carries standard contacts, cases, documents, and custom fields. Workflow automations, billing integrations, e-filing connections, and court API integrations do not migrate — those must be rebuilt using Monday's Automation Center or third-party tools like Zapier or Make. FlitStack AI uses the source platform's API or CSV export endpoints, validates schema compatibility, creates Monday boards and column types, then performs a staged migration: contacts first, then cases with their relations, then documents and notes. A 24–48 hour delta window captures any records created or modified during cutover.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Criminal Case Management object lands in monday CRM, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Criminal Case Management
Contact / Client
monday CRM
Monday People
1:1Source contacts map directly to Monday People. Each contact record — name, email, phone, address, role — translates to the corresponding Monday People field. Unassigned contacts receive a default owner assigned by FlitStack before migration.
Criminal Case Management
Case / Matter
monday CRM
Item (Cases Board)
1:1Cases become Items on a dedicated Cases board. The board's columns map to case attributes: case number, status, filing date, assigned attorney, and amount. Item groups represent case type or practice area groupings.
Criminal Case Management
Matter / Sub-matter
monday CRM
Sub-item (Cases Board) or linked Item
1:1If the source system uses hierarchical matters with parent-child relationships, FlitStack maps parent matters to Items and child matters to Sub-items on the same board, preserving the hierarchy via Monday's Group structure.
Criminal Case Management
Case Party / Involved Party
monday CRM
Item (Parties Board) + relation column
1:1Parties — defendants, plaintiffs, witnesses, co-counsel — do not fit Monday People because they include role-specific attributes and N:N case relationships. FlitStack creates a Parties board and links party Items to case Items via a Monday relation column, enabling a party to appear across multiple cases.
Criminal Case Management
Note / Activity Note
monday CRM
Item Update (Cases Board)
1:1Source notes map to Monday Item Updates, preserving the original timestamp, author, and rich-text body. Updates appear in reverse-chronological order on the case Item, giving attorneys the full activity timeline without a separate activity log.
Criminal Case Management
Document / Filing
monday CRM
Monday File (attached to Item)
1:1Documents and court filings attach directly to the corresponding case Item as Monday Files. FlitStack re-uploads files to Monday's storage and attaches them to the correct Item. Files exceeding Monday's 250MB per-file limit are flagged for alternative storage with a link stored in a URL column.
Criminal Case Management
Calendar Event / Hearing
monday CRM
Item (Calendar Board) or native Calendar integration
1:1Hearings and court dates become Items on a Calendar board with a Date column type and Status column for outcome. Alternatively, FlitStack can route events to Monday's native Google Calendar or Outlook integration for real-time sync.
Criminal Case Management
Custom Field (Case-level)
monday CRM
Monday Column Type
1:1Source custom fields — e.g., case-type pick-lists, statute-of-limitations dates, bond amounts — map to Monday column types: Text, Number, Date, Dropdown (options), or Link to another board. FlitStack creates the column in the Cases board before data lands.
Criminal Case Management
Custom Field (Contact-level)
monday CRM
Monday People Column Type
1:1Contact-level custom fields such as bar-license number or preferred contact method become custom columns on the Monday People entity. FlitStack creates these columns during the schema setup phase.
Criminal Case Management
Billing / Invoice Record
monday CRM
Item (Billing Board) or Sub-item
1:1Billing records from the source system — hourly rates, total fees, expenses — migrate as Items on a separate Billing board linked to the corresponding case Item via a relation column. Line-item detail can become Sub-items.
Criminal Case Management
Time Entry
monday CRM
Sub-item (Cases Board) or Column values
1:1Individual time entries — date, duration, attorney, task description — become Sub-items on the case Item with a Number column for hours and a Text column for the task description. Alternatively, they aggregate into a total-hours column on the parent Item.
Criminal Case Management
Workflow / Automation Rule
monday CRM
Not migratable
1:1Workflow automations in Criminal Case Management systems — case-stage triggers, deadline reminders, conflict-check notifications — use platform-specific logic with no Monday CRM equivalent. FlitStack exports workflow definitions as a PDF or JSON reference so your Monday admin can rebuild them in Monday's Automation Center.
| Criminal Case Management | monday CRM | Compatibility | |
|---|---|---|---|
| Contact / Client | Monday People1:1 | Fully supported | |
| Case / Matter | Item (Cases Board)1:1 | Fully supported | |
| Matter / Sub-matter | Sub-item (Cases Board) or linked Item1:1 | Fully supported | |
| Case Party / Involved Party | Item (Parties Board) + relation column1:1 | Fully supported | |
| Note / Activity Note | Item Update (Cases Board)1:1 | Fully supported | |
| Document / Filing | Monday File (attached to Item)1:1 | Fully supported | |
| Calendar Event / Hearing | Item (Calendar Board) or native Calendar integration1:1 | Fully supported | |
| Custom Field (Case-level) | Monday Column Type1:1 | Fully supported | |
| Custom Field (Contact-level) | Monday People Column Type1:1 | Fully supported | |
| Billing / Invoice Record | Item (Billing Board) or Sub-item1:1 | Fully supported | |
| Time Entry | Sub-item (Cases Board) or Column values1:1 | Fully supported | |
| Workflow / Automation Rule | Not migratable1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Criminal Case Management gotchas
Limited export options for bulk data extraction
Annual subscription billing with prorated cancellation
Custom field schemas vary by account and plan
Document blob extraction may require manual intervention
monday CRM gotchas
Subitems are not included in bulk exports
Daily API call limits vary sharply by plan
Legacy automations (Sentence Builder) are being deprecated
Excel and account exports only include table views
Enterprise admins can disable non-admin exports
Pair-specific challenges
Migration approach
Audit source data model and plan Monday board architecture
FlitStack AI connects to the source Criminal Case Management system via API (or CSV export if API access is restricted) and inventories all objects: contacts, cases, parties, documents, notes, time entries, and custom fields. We generate a Monday CRM board-architecture plan specifying the board count, column types for each board, relation columns for party-to-case linking, and Status group configurations. This plan is delivered as a setup checklist your Monday admin can execute before migration data arrives.
Create Monday boards, column types, and relation columns
Before data moves, FlitStack configures the Monday CRM workspace: a Cases board with columns for every case attribute, a Parties board with role dropdowns, a Billing board linked via relation column, and custom columns on Monday People for attorney-specific attributes. Status groups are set up per the value-mapping plan. We apply Monday's column-type constraints — e.g., Date columns for all date fields, Number/Currency for amounts — so the migration validator can run correctly.
Migrate People and Organizations first, then Cases and Parties in dependency order
Monday CRM requires entities to exist before they can be linked. FlitStack sequences the migration: Monday People and Organizations first (since case Items may link to them via People columns), then the Parties board (since cases link to parties via relation columns), then the Cases board with relation-column links populated. Documents attach after their parent case Items are created. Notes load as Item Updates in reverse-chronological order with original timestamps. This sequence respects Monday's referential-integrity requirements and prevents orphaned records.
Run a sample migration with field-level diff on 50–200 representative records
A representative slice — spanning active cases, closed cases, parties with N:N relationships, documents, and notes — migrates first. FlitStack generates a field-level diff report comparing each source field against the Monday CRM column value, flagging truncated text, dropped pick-list values, missing relation links, and incorrect dates. Your team reviews the diff and approves or adjusts the mapping before the full run commits. This step is especially critical for Status group assignments and party relation links.
Execute full migration with delta-pickup window and one-click rollback
The full migration runs against Monday CRM, respecting API rate limits and Monday's complexity budget per query. A delta-pickup window of 24–48 hours after the full run captures any cases, contacts, or documents created or modified during cutover. FlitStack generates an audit log of every record loaded: source ID, destination Item ID, column mapped, and timestamp. If reconciliation reveals missing or mismatched records, one-click rollback reverts the Monday workspace to its pre-migration state so the team can investigate and re-run.
Platform deep dives
Criminal Case Management
Source
Strengths
Weaknesses
monday CRM
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Criminal Case Management and monday CRM.
Object compatibility
1 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Criminal Case Management: Not publicly documented.
Data volume sensitivity
Criminal Case Management doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during Criminal Case Management to monday CRM migration scoping. Not seeing yours? Book a call.
Walk through your Criminal Case Management to monday CRM migration with a real engineer — 30 minutes, free, written quote within 24 hours.
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