Migrate from GAIA.law to monday CRM

GAIA.law stakeholder records with role type 'Contact' map directly to Monday CRM contacts. Email, name, phone, job title, and organization affiliation fields transfer as-is without transformation. Each stakeholder's GAIA.law internal ID is preserved as Source_System_ID__c custom field on the Monday CRM contact for traceability, deduplication during delta-pickup runs, and cross-reference auditing.

GAIA.law organizations map to Monday CRM companies with direct field translation: company name to Name, domain to Website, industry to Industry, and address fields to their corresponding Monday CRM columns. Organizations with multiple addresses in GAIA.law collapse to one primary address; secondary locations are stored as a custom text field on the Monday CRM company record.

GAIA.law agreements become Monday CRM deals. Agreement title maps to deal name. Agreement value in EUR or USD maps to deal Amount column. Agreement type (NDA, MSA, SOW) maps to a custom Agreement_Type__c text column. Agreement status requires value mapping: Draft→Prospecting, Active→Negotiation, Signed→Closed Won, Expired→Closed Lost.

GAIA.law supports multiple stakeholders with different roles (Counterparty, Signatory, Witness, Advisor) per agreement. Since Monday CRM lacks a native role-per-contact-on-deal model, these merge into flat custom text fields on the deal: Primary_Contact__c, Counterparty_Name__c, and Signatory_Name__c. The relational context—which contact held which role on a given agreement—preserved as field labels rather than separate relational records.

GAIA.law agreement effective date maps to Monday CRM deal Close Date. If the agreement has both an effective date and an expiration date, the effective date becomes Close Date and the expiration date migrates as a custom Contract_Expiry__c date column on the deal record. This dual-date approach preserves full agreement lifecycle information for renewal tracking.

Agreement monetary value transfers directly as deal Amount in Monday CRM. Currency conversion is applied automatically if GAIA.law stores values in EUR; the Monday CRM Amount field accepts numeric values without currency symbols. Zero-value agreements such as NDAs map as Amount = 0 with a custom Zero_Value_Agreement__c flag set to TRUE for filtering and reporting.

GAIA.law contract PDF and Word documents cannot be natively imported into Monday CRM items as structured records. We export the documents to a shared storage location and re-upload as deal attachments post-migration. The deal item in Monday CRM gets a custom URL field pointing to the document location.

GAIA.law approval history entries (approver, timestamp, status) transform into Monday CRM item updates. Each approval step becomes a separate update entry with the approver name, timestamp, and approval outcome in the update body. Full approval chain preserved as text audit trail.

GAIA.law user accounts are matched to Monday CRM users by email address in a pre-flight check. Any GAIA.law user without a corresponding Monday CRM account is flagged before migration begins, requiring team invitation or fallback assignment. The agreement creator from GAIA.law maps as the initial deal owner in Monday CRM upon successful user matching.

GAIA.law agreement tags covering legal category, department, jurisdiction, or other classification dimensions transfer as Monday CRM deal tags. Tags are a native Monday CRM column type supporting multiple values per deal, allowing flexible filtering and grouping of agreements by categorical attributes from GAIA.law.

GAIA.law custom agreement properties (jurisdiction, governing law, renewal terms) require Monday CRM custom columns created before migration. We deliver a schema plan specifying column name, type (text, date, number, dropdown), and values for each custom property identified in the discovery audit.

GAIA.law approval chains, clause review triggers, and compliance checks do not migrate. These are platform-native legal workflow constructs with no Monday CRM equivalent. We export workflow definitions as a JSON reference document for manual rebuild in Monday Automations if needed.