Migrate from Jarvis Legal to monday CRM

Jarvis Contacts (clients, opposing counsel, witnesses) map directly to Monday CRM Contacts. Each Contact record carries name, email, phone, job title, and address fields. In Monday CRM, Contacts exist independently from Items and can be linked to Organization records. The migration preserves all contact metadata including creation dates and source record IDs for de-duplication during future delta syncs. Contact types from Jarvis (Client, Opposing Counsel, Expert Witness) translate to Monday CRM Dropdown values on the Contact Type field.

Jarvis Companies (law firms, corporate clients, opposing counsel firms) map to Monday CRM Organizations. Organizations store company name, domain/website, industry, employee count, and address. Monday CRM Organizations link to Contacts via People columns and relationship links. Industry values from Jarvis are mapped to Monday CRM Dropdown column options, and unmatched industries are flagged for manual review. The Organization record preserves the original Jarvis company ID for cross-system reference and delta migration tracking.

Jarvis Matters contain case number, practice area, status, responsible attorney, related contacts, documents, and billing records — all in one table. Monday CRM has no single 'Matter' object; we create a Legal Matters Board where each Matter becomes an Item. Custom Columns replicate every Matter field: Status (Status column), Practice Area (Dropdown), Case Number (Text), Attorney (Person column), Client (Contact/Organization link), Open Date (Date), Close Date (Date).

Jarvis Matter statuses (Open, Pending, Closed, On Hold) map to Monday CRM Status column values. We preserve the original status and migrate the last-changed timestamp as a custom Date column. Status transitions in Jarvis (when a matter moved from Open to Closed) are not automatically preserved — this requires a custom audit column on the Monday Item.

Jarvis Time Entries include date, duration, billing rate, description, and matter association. Monday CRM has no native time-tracking object — we create a Time Entries Subitem on each Matter Item or use Number columns for hours. For billing-capable setups, we recommend a separate Billable Hours Board linked to the Legal Matters Board via Connect Boards column.

Jarvis documents (pleadings, contracts, correspondence) stored in the document cabinet migrate as file attachments on the corresponding Monday CRM Matter Item. File Upload columns accept PDFs, Word docs, and images. Original file names and upload dates are preserved. Monday's 250MB per file limit accommodates most legal documents.

Jarvis invoices, trust accounting records, and payment histories have no native equivalent in Monday CRM's base platform. Monday CRM does not include billing or accounting. We migrate invoice records as Items on a separate Invoices Board with columns for Invoice Number, Amount, Status, Date, and Matter Link — but trust accounting logic must be handled in QuickBooks or a dedicated legal billing tool post-migration.

Jarvis allows custom fields per Matter record (e.g., Court Docket Number, Opposing Counsel Firm, Statute of Limitations). Each custom field in Jarvis maps to a custom Column in Monday CRM — we determine the appropriate column type (Text, Number, Date, Dropdown) based on the source field's data type. UUID-based field identifiers in Jarvis are stored in a Metadata column for traceability.

Jarvis Calendar stores hearings, deadlines, and attorney appointments with date, time, and attendee information. Monday CRM has no native calendar object — we migrate appointments as Date columns on Matter Items or create a separate Calendar Board with Items representing each event. For full calendar functionality, we recommend connecting Monday CRM to Google Calendar or Outlook via native integration post-migration.

Jarvis synchronizes emails with client folders and stores email history per matter. Monday CRM has no native email sync in its base tier — email correspondence migrates as Update log entries on the Matter Item, preserving timestamp and sender. Full email tracking requires Monday's Advanced Log Rules feature on Enterprise plans or a third-party integration.

Jarvis links Contacts to Matters (e.g., Client, Opposing Counsel, Expert Witness) via relationship fields. Monday CRM uses Person columns and Link to Item columns to achieve the same association. We map each role type to a dedicated Person or Link column on the Matter Item so role labels are visible without drilling into record details.

Jarvis Trust Accounting tracks client funds held in trust — IOLTA records with balance, transaction type, and client association. Monday CRM has no trust accounting module. We migrate trust records as Items on a separate Trust Accounting Board linked to the Client Contact. For compliance, we recommend migrating to a dedicated legal accounting tool (LawPay, CosmoLex) alongside the Monday CRM deployment.