Migrate from Insight Legal Case Management to monday CRM

Insight Legal client records map to Monday People entities. Client name splits into first and last name fields; the primary email address maps to Monday's email field. For clients with no email, the record is created with name only and flagged for manual enrichment.

Insight Legal matters become Monday CRM board items on a 'Matters' board. Matter name maps to item name. Practice area (conveyancing, family law, employment) becomes a Status column value that drives board group filtering. Court date, referral source, and matter type map to custom date and text columns.

Multiple party types per matter (claimant, defendant, witness, opposing counsel) merge into Monday People records with a Role column indicating party type. Each person is linked to the matter item via a connected board column, preserving the N:1 party-to-matter relationship.

Insight Legal documents attached to matters re-upload to Monday item files. Document name becomes the file name. Version history is not native in Monday — we preserve the most recent version and log creation date; older versions are linked in a URL column pointing to the original Insight Legal export.

Time entries linked to matters map to Monday subitems with a Duration column and Notes column containing the work description. Hourly rate and billing status map to custom number and status columns. Billable/non‑billable flag becomes a Toggle column, and can be aggregated using formulas for total billed hours.

Monday has no native legal accounting model. Trust account balances and disbursement records are reconstructed as custom number columns on each matter item: Trust Balance, Total Disbursements, Billable Amount, and Paid to Date. Ongoing ledger reconciliation must happen outside Monday or via a legal accounting integration.

Insight Legal court dates, deadlines, and appointments map to a Court Date column on the matter item. Key dates (POC date, filing deadline) become separate date columns. Full calendar sync requires connecting Monday's Google Calendar or Outlook integration post‑migration, and can be displayed in board timeline views for visual tracking.

Matter-level tasks and next steps map to Monday subitems or the built‑in checklist feature. Task name becomes subitem title; due date maps to the Due Date column. Completed status maps from Insight Legal's task status, and can be assigned to specific team members for accountability.

Insight Legal correspondence history and notes attach as item updates in Monday. Each note becomes an update entry with timestamp and author. Original note text is preserved in full; no formatting conversion is applied, and can be searched using Monday's update feed for quick reference.

Insight Legal practice-specific workflows (conveyancing timeline, family law stages) have no Monday equivalent and do not migrate. We export workflow definitions as a reference document so your Monday admin can rebuild them using the recipe builder — triggers, conditions, and actions are documented per practice area.

Insight Legal custom fields per matter type (e.g., property address for conveyancing, custody arrangement for family law) map to Monday custom columns. Column type is matched to the source field type: text fields to Text, numeric to Numbers, dates to Date, pick-lists to Dropdown or Tags.

Insight Legal fee earner and staff records map to Monday team members by email match. Unmatched users are flagged for invitation before migration. Matter owner assignments map to the Assignee column on matter items, and can be updated post‑migration to reflect role changes or department reassignments.