Migrate from Fulcrum Snap to monday CRM

Fulcrum Snap clients map to Monday CRM People entities. Company-level clients map to a Person record with the company name stored in the Company Name field. Address, phone, and domain fields map to corresponding People columns. Monday's People Board holds both individual contacts and organizational entities.

Fulcrum Snap matters are the primary operational record in a legal context. Each matter maps to a dedicated Monday CRM board where the board name becomes the matter name and Items represent sub-tasks, activity records, or line items. Groups within the board represent matter phases or work stages. Monday board settings replicate the matter's status and ownership structure.

Individual contacts in Fulcrum Snap — such as client representatives, opposing counsel, or billing contacts — migrate as Monday CRM People records. The contact's name, email, phone, and role fields map to corresponding People column types. Owner assignment resolves by email match against Monday workspace members.

Fulcrum Snap time entries contain date, duration, timekeeper, and narrative fields. We map each time entry as a Monday Item or Subitem within the relevant matter board, with Date, Number (hours), and Text (description) columns. Monday's native Time Tracking column type can also be used for live entry if preferred post-migration.

Fulcrum Snap invoice numbers, billing status, and e-billing metadata have no native Monday CRM equivalent. We create custom Number, Text, and Status columns on the matter item to preserve invoice identifiers, billing amounts, and payment status as reference data. Actual invoice records do not replicate — only the metadata link.

Fulcrum Snap stores documents and file attachments on matters and contacts. We map these to Monday CRM's File column type and item attachments, which re-upload files to Monday's storage. File size limits and format restrictions are validated against Monday's upload constraints before ingestion. We check each file against Monday's 250MB per-file limit and supported format list during the migration to prevent upload failures on the Monday side.

Fulcrum Snap supports custom fields on clients, matters, and contacts. Each custom property creates a Monday CRM column of the corresponding type — Status, Dropdown, Text, Number, or Date — applied to the relevant board or item. Pick-list values from Fulcrum Snap map to Monday column option sets.

Fulcrum Snap owner and timekeeper assignments map to Monday CRM's Person column, which resolves against workspace members. We match Fulcrum owner records by email address to the Monday workspace member roster. Any unmatched owners are flagged in the pre-migration report before migration starts so a fallback assignee can be designated or the user can be invited to the Monday workspace in advance.

Fulcrum Snap Work-in-Progress balances and revenue figures are SAP-native financial fields with no Monday CRM equivalent. We preserve these as Number columns on the matter item. FlitStack surfaces the WIP values from the Fulcrum API export and populates them as read-only reference data in Monday.

Fulcrum Snap enforces SAP-driven workflow logic for matter inception, billing approval, and e-billing routing. Monday CRM has its own automation builder. These automation definitions do not translate between platforms and must be documented in Fulcrum Snap and manually rebuilt in Monday's automation recipes post-migration.

Fulcrum Snap's e-billing module handles LEDES-compliant invoice formatting, billing approval chains, and SAP financial posting. Monday CRM has no e-billing functionality. FlitStack exports e-billing configuration and invoice history as a reference archive for manual re-implementation or integration with a dedicated e-billing tool.

Fulcrum Snap SAP-side roles and permission sets have no direct Monday CRM equivalent. We map workspace members by email match from the Fulcrum Snap user list. Pre-migration planning should define Monday permission groups — Guest, Editor, Admin — mapped from Fulcrum Snap role descriptions. We recommend documenting each Fulcrum role's capabilities and mapping them to the closest Monday permission tier before migration begins.