Migrate from InfoTrack to monday CRM

InfoTrack contact records map to Monday CRM contacts via name, email, phone, and address fields. The Monday CRM contact board holds the canonical contact record; InfoTrack party links that reference a contact become items on a linked Contacts board with a link-to-item column pointing back to the parent contact.

InfoTrack company/firm records map to the Company field on Monday CRM contacts. Monday CRM does not have a separate Company object — firm-level data is stored as a text field on the contact record. Multi-office firms require custom columns for address, jurisdiction, or bar number if those fields are needed in Monday.

InfoTrack orders (eFiling requests, process serving orders, signIT requests) map to Monday CRM deal items on a dedicated Orders board. The Status column on the board reflects order lifecycle stages (Ordered, Submitted, Served, Returned, Completed). Amount maps to the Numbers column if the order has a billable amount. Order type (eFiling vs. process serving) maps to a Status or Dropdown column to distinguish service types within one board.

Monday CRM has no native Matter or Case object. We create a parent board (e.g., Matters) with custom columns for court name, case number, jurisdiction, and filing deadline. Each InfoTrack matter becomes a board item on the parent board, and its associated orders and contacts link to it via the link-to-item column. This board acts as the legal case container.

InfoTrack party records attach a role label (Plaintiff, Defendant, Witness, Opposing Counsel) to a contact on a specific matter. Monday CRM has no native role field on contact-to-deal links. We store the role as a Dropdown column on the linked contact item within the matter board. Multiple parties with the same role on one matter are separate items on the board, each linked to the parent matter item.

InfoTrack documents attached to a matter or order migrate as file attachments on the corresponding Monday CRM item (matter board item or order deal item). Original filenames and upload timestamps are preserved in the file metadata. Monday's 250MB per-file limit applies — documents exceeding this are flagged for chunked or external storage before migration.

InfoTrack activity history — court-stamped document returns, process-serving attempt logs (up to five attempts), e-filing submission receipts — migrates as chronological subitems or Updates on the corresponding order or matter item. Each activity becomes a subitem with a Date column for the event timestamp, a Status column for the outcome (Served, Returned, Failed), and a Text column for notes.

InfoTrack user records are resolved by email match against Monday CRM workspace members. The matched Monday user is assigned to the Person column on the relevant item (contact, order, or matter). Unresolved owners are flagged before migration — your team either invites them to the Monday workspace or assigns their records to a fallback owner.

InfoTrack custom properties — court jurisdiction, filing fee amount, service address, waiver status — that do not map to Monday's standard column types become custom columns (Text, Numbers, Date, Dropdown, or Toggle) on the Orders board. Each custom property is evaluated for type equivalence before migration so pick-list values in InfoTrack map correctly to Monday Dropdown options.

InfoTrack invoice records (payable per transaction, reimbursable to client) have no direct Monday CRM equivalent. Invoice metadata (amount, date, client reference) migrates as a custom Invoice board or as columns on the Orders board. The invoice PDF is attached as a file. Actual billing, payment, and accounting logic must be handled in Monday's billing module or a connected accounting tool.