Migrate from Filevine to monday CRM

Custom sections and custom fields have no 1:1 Monday CRM equivalent

Filevine's flex sections let firms add per-section custom fields with visibility rules that vary by project type. Monday CRM uses flat columns on a board, and column configuration is account-wide (not per-item). A Filevine custom section with five fields becomes five Monday CRM columns, but nested data, conditional visibility, and section-level permissions do not translate. FlitStack delivers a column-spec sheet before migration so your Monday admin configures column types and any conditional logic before data lands. Complex nested sections may need to be split across multiple boards or recreated as separate boards with board-connect columns.

Phase-based workflows and deadline chains must be rebuilt from scratch

Filevine's phase-based workflow system triggers tasks and reminders when a project enters a specific phase. Deadline chains automatically populate future deadlines based on a starting date. Monday CRM has recipe-based automations that can replicate some of this logic — triggers on date columns, creating tasks, assigning users — but the concept of a phase as a workflow gate does not exist natively. Monday Groups represent stages but do not fire automations on entry. FlitStack exports your Filevine workflow definitions as a rebuild reference. Phase automation logic needs to be reconstructed in Monday's automation builder before your team relies on it post-migration.

Document folder taxonomy does not transfer — flat file storage in Monday

Filevine auto-sorts uploaded documents into categories (pleadings, medical records, correspondence, court filings) based on upload context. Monday CRM stores all uploaded files in a flat account-level Files section with no native per-item or per-category folder structure. Documents migrated from Filevine land without their category labels unless your team applies a consistent naming convention pre-migration. FlitStack can prepend category prefixes to filenames during the re-upload step, but true folder hierarchy must be managed manually in Monday or via a third-party document management integration.

Native Filevine integrations (Vinesign, calendar sync) do not transfer

Filevine integrations with Vinesign (e-signatures), Outlook Calendar, Google Calendar, and Zapier are account-level connections that do not migrate to Monday CRM. Each integration needs to be reconnected in Monday's integration marketplace or rebuilt using Monday's API. Vinesign, specifically, has no Monday CRM equivalent — teams that rely on Filevine's built-in e-signature flow will need to evaluate Monday's native signature tools or a third-party integration like DocuSign or HelloSign. Before cutover, compile a list of each integration's configuration details, including OAuth credentials and webhook URLs, so they can be re-registered in Monday. Zapier Zaps that push data from Filevine must be recreated using Monday's triggers and actions, as must custom API connections.

Monday API rate limits affect large-volume migration runs

Monday CRM enforces per-plan API rate limits: 1,000 calls per day on Basic/Standard plans, 10,000 on Pro, and 25,000 on Enterprise. Large migrations that write 50,000+ records in a single run can hit these limits, causing partial failures. FlitStack batches migration writes and implements retry logic with exponential backoff to handle 429 responses gracefully. If your Monday plan has a low daily limit, we coordinate with your team to schedule migration runs during off-peak hours or request a temporary rate-limit increase from Monday support.