Migrate from Law Ruler to monday CRM

Law Ruler Contacts migrate directly to Monday CRM Contacts. Email, phone, name, and address fields move as-is. Custom contact properties (e.g., referral source, preferred contact method) create corresponding custom columns on the Monday Contact record. All original IDs are preserved in a custom field to support future delta syncs and data lineage tracking.

Law Ruler stores law firms and corporate clients as Companies. Monday CRM Contacts have an optional 'Company' text field — we populate it with the source Company name. For firms needing a formal Account object, we create a separate Companies Board and link Contact Items via a Lookup column.

Each Law Ruler Matter becomes an Item on a Monday CRM Cases Board. The Board name is derived from the practice area or firm convention. Matter-level fields (case number, case type, court, assigned attorney) map to Board columns. A Status column on the Board replaces Law Ruler's case-stage field.

Completed intake form responses in Law Ruler are flattened into a Board. Each form field becomes a Column. If the intake form has repeating sections (e.g., multiple accident details), those sections migrate as Subitems on the parent Intake Item. The mapping also preserves any conditional logic present in the original form to help the admin replicate rules later.

Law Ruler Leads that have not yet converted to Contacts map to Monday CRM Contacts with a custom 'Lead Source' or 'Lead Status' column flagging their pre-conversion state. Once a Matter is opened for a Lead in Law Ruler, the Contact+Matter mapping takes over.

Law Ruler documents linked to Contacts or Matters are downloaded, then re-uploaded as file attachments on the corresponding Monday CRM Contact or Cases Board Item. File size limits are Monday's standard (up to 250MB per file on Pro/Enterprise). Original file names and upload timestamps are preserved in the file metadata.

Law Ruler Milestones and Tasks attached to a Matter migrate as Subitems on the Cases Board Item. Each Subitem inherits the parent Item's status context. For date-driven milestones, we use a Timeline column on the parent Item with milestone markers, or Subitems with due dates, depending on complexity.

Law Ruler's 2-way SMS threads have no native Monday CRM equivalent. We preserve SMS content and timestamps as a custom 'SMS Log' Subitem or as Updates on the Contact/Case Item with a timestamp and direction tag (sent/received). The actual messaging delivery must run through an external tool post-migration.

Law Ruler email drip campaigns and marketing automation do not migrate. We export the campaign definitions, contact lists, and step logic as a PDF/CSV reference document so your Monday admin can rebuild the sequences using Monday's Email or an external email tool integrated via Zapier/Make.

Law Ruler custom fields for practice-area-specific data (statute of limitations date, opposing counsel, court jurisdiction, case value, contingency fee type) require Monday custom columns. We create the column with the closest matching type (Date, Text, Number, Dropdown) and note the original field name for admin reference.

Law Ruler owner IDs resolve by email match against Monday CRM users. Matched users become Assignees on the relevant Items. Unmatched owners are flagged before migration — the firm either creates the user in Monday first or assigns to a fallback team member.

Law Ruler's Marketing Source tracking (referral channel, campaign tag) migrates as a custom Text or Dropdown column on the Monday CRM Contact record. Values are preserved exactly as entered in Law Ruler. This ensures that historical marketing attribution remains intact, allowing the firm to analyze lead sources and campaign performance after the migration.

Law Ruler's built-in trust and operations accounting has no Monday CRM equivalent. Financial transaction history is exported as a CSV reference document. Firms needing accounting continuity must use a dedicated legal accounting tool (Clio, QuickBooks Legal) post-migration. The CSV includes client name, matter reference, transaction date, amount, and type, facilitating a clean import into your chosen platform.

Law Ruler call logs, email records, and notes attached to Contacts or Matters become Updates on the corresponding Monday CRM Contact or Cases Board Item. Each Update records the original timestamp, owner, and activity type as a tagged note. This preserves the full communication history for compliance review and future reference.

Law Ruler's client portal activity (client logins, portal views, secure messages) has no Monday CRM equivalent. Portal history is exported as a CSV reference. If a client portal is needed, it must be configured separately post-migration using Monday Forms or a third-party tool.