Migrate from Dibcase Legal Case Management to monday CRM

Dibcase Clients map directly to monday CRM Accounts. The Account's Name field carries the client identifier (last name, first name for SSD claimants, or organization name for employer/attorney-of-record clients). Dibcase's client-level fields — address, phone, email, SSA claimant status — map to Account columns. The client's billing status (Active/Deferred/Inactive/Other) migrates as a custom Status__c column on the Account because monday CRM has no native billing-status concept.

SSD claimants in Dibcase are individuals. We create a monday CRM Contact record alongside the Account for each individual client. The Contact carries personal fields (date of birth, SSN last-four, disability onset date) that are inappropriate on the Account record. For employer or attorney-of-record clients, no separate Contact is created — the Account itself represents the party.

Each Dibcase Case Matter maps to a monday CRM Deal. The Deal's Name field carries the SSA case number or court docket number. The Deal sits inside a 'Legal Cases' monday CRM pipeline (a dedicated Deal board with stages mirroring Dibcase's case statuses: Intake, Pending SSA, Hearing Scheduled, Awaiting Decision, Awarded, Denied, Closed). SSA-specific metadata (claim type, ERE monitoring status, RFC date) migrates as custom Deal columns.

Dibcase case statuses (New, Under Evaluation, Pending SSA, Hearing Scheduled, Awaiting Decision, Awarded, Denied, Closed, Archived) map value-by-value to monday CRM Deal stages. The mapping is one-to-one: each Dibcase status value corresponds to one monday CRM stage label. We preserve original stage-entry timestamps as custom datetime columns on the Deal.

Dibcase Contacts who are parties to a case — SSA claimants, medical providers, witnesses, opposing counsel, administrative judges — map to monday CRM Contacts. Each Contact links to the related Account and Deal via monday CRM's native linking columns (People and Relation types). Contact roles (Claimant, Medical Provider, Witness) migrate as a custom Role__c column on the Contact or as Deal Contact Relations.

Dibcase documents attached to a Case Matter (SSA forms, medical records, correspondence, hearing notices) migrate as monday CRM Files attached to the corresponding Deal Item. The document's name, file type, and upload date are preserved. Content from Dibcase's Dropbox integration is re-uploaded directly to monday CRM's file storage. Dropbox path references stored as text fields in Dibcase are converted to file attachments in monday CRM — files are downloaded from Dropbox and re-uploaded to monday CRM's storage during migration.

Dibcase Tasks linked to a Case Matter map to monday CRM Items within the Deal's board, or as Subitems on the parent Item representing the case. Task fields — title, description, due date, assignee, status (Open/Completed) — map to monday CRM column types (Text, Date, People, Status). Overdue flag and priority level migrate as custom Status column values.

Dibcase calendar events for SSA hearings, SSA submission deadlines, medical record request dates, and client appointments migrate as monday CRM Items with Date columns. Hearing dates preserve the original datetime. Events tagged as 'Hearing' in Dibcase receive a custom column flag (Hearing__c = true) so they can be grouped in monday CRM's Calendar view. Calendar sync with Google Calendar or Outlook must be reconnected in monday CRM post-migration.

Dibcase case notes and update records migrate as monday CRM Updates on the corresponding Deal Item. Each Update preserves the author (mapped to a monday CRM team member by email), the original timestamp, and the full note body. Rich-text formatting in Dibcase notes is simplified to plain text in monday CRM Updates.

Dibcase custom fields specific to SSD practice — SSA Case Number, Claim Type (SSR/VA), ERE Monitoring Status, Hearing Date, Disability Onset Date, RFC Date, CDR Status, Disability Listing — require monday CRM custom columns. We create Text, Date, Status, or Number column types as appropriate for each field. The column creation plan is delivered before migration so your monday CRM admin can pre-configure the Deal board structure.

Dibcase tracks client communications via email, phone, and SMS. These migrate as monday CRM Updates on the Contact or Deal Item, tagged by type (Email, Call, SMS). Original timestamps and communication direction (Inbound/Outbound) are preserved as custom columns. Dibcase's SMS messaging via Twilio integration is noted — the actual SMS history transfers as text Updates, but the Twilio connection must be rebuilt in monday CRM.

Dibcase digital intake forms capture SSA-specific intake data (claimant demographics, work history, disability description, representation agreement). These migrate as populated columns on the Contact or Deal Item within an 'Intake' column group. The intake form structure itself — the form builder configuration — does not transfer and must be recreated in monday CRM using monday's Forms feature.