Migrate from eBrief Ready to monday CRM

eBrief Ready parties including lawyers, barristers, expert witnesses, and clients map directly to monday CRM contacts. Primary email and name fields translate cleanly between systems without transformation. Secondary parties such as opposing counsel or expert witnesses require owner assignment on the monday CRM side to ensure proper accountability and contact routing after migration completes.

eBrief Ready's Matter is a legal container with no direct monday CRM equivalent. We translate each Matter into either a monday CRM Deal for client-facing matters with associated revenue or a Board Item on a dedicated legal-matters board for matters without billing. Matter status maps to Deal stage or Item status column, and all legal metadata fields migrate as custom fields on the target record.

eBrief Ready's documents re-upload to monday CRM as file attachments linked to the corresponding Contact or Deal/Item. monday CRM's 250MB per-file limit applies to all uploads; documents exceeding this threshold are flagged during pre-migration analysis and split into sub-250MB segments with a reference field linking the parts to the original matter.

eBrief folder structure translates to Item groups on a monday CRM Board, or we apply Folder names as Tags on related Items depending on the firm's preference. The choice between Item groups and Tags depends on whether the firm uses monday CRM Boards or Deals as the primary matter-tracking structure in their post-migration workflow.

eBrief annotations including highlights, comments, tags, and date references export to a structured report during migration. We import these as Notes attached to the corresponding monday CRM Contact or Deal, preserving the original annotation text and source document reference exactly as they appeared in eBrief Ready for audit continuity.

eBrief Ready tags applied to documents and matters map directly to monday CRM Tags without transformation. Value-by-value mapping is applied when tag naming conventions differ between systems, ensuring that all categorization logic transfers correctly. Tags with no matching counterpart in monday CRM are flagged for review before final import.

Legal-specific matter fields including court registry, opposing counsel, matter type, and case number have no monday CRM native equivalent. We create matching custom fields on the target Deal or Board Item before migration begins. Industry or matter-type pick-list values require value-mapping setup to ensure dropdown selections populate correctly after import.

eBrief Ready users are resolved by email match against monday CRM user accounts during migration. Unmatched owners are flagged in the pre-migration report, requiring your team to either create monday CRM accounts for those users or assign records to a designated fallback user before the migration run executes.

eBrief Ready's AI-generated chronology has no monday CRM equivalent in native fields or columns. We handle this by exporting the chronology as a PDF document and attaching it to the corresponding Matter/Deal record, or alternatively recreating it as a Timeline column if the underlying date events successfully migrate with their timestamps preserved.

eBrief Ready's document auto-classification, bank-statement analysis, and smart filing rules cannot migrate as functional automations. These features are rebuilt as monday CRM Automations and Integrations after migration completes, using the exported workflow definitions as detailed rebuild references for your team to configure in the automation builder.