Migrate from Lawmatics to monday CRM

Lawmatics contacts migrate as People items on the Monday CRM People board. Each Person item holds contact fields as columns. Monday does not have a separate lead/contact split — all contacts land in the same board, with status tracked via a Status Column.

Lawmatics company records become Organization items on Monday CRM's Organizations board. Organization items store business-level data as columns (website, industry, phone). Linked contacts reference their organization via the Link to Item Column. Each organization can be linked to multiple Person items representing employees or stakeholders, and the organization name appears as a filterable property across all Monday boards that include the Link column.

Lawmatics matters — the primary revenue-tracking object — become deal Items on a Monday CRM pipeline board. Each Matter maps to one Item with all matter properties stored as Columns. Pipeline stage in Lawmatics determines which Monday Group the Item lands in; Matter status becomes a Status Column value.

Lawmatics pipeline stages (Prospect, Consultation, Proposal, Signed, etc.) become Monday board Groups on the deal pipeline board. FlitStack maps each stage name to a Group; Matters with that stage populate the corresponding Group. Firms with multiple Lawmatics pipelines create one Monday board per pipeline.

Lawmatics Matter custom fields become Monday Columns on the deal board. Field types map to Monday column types: text fields to Text columns, dates to Date columns, pick-lists to Dropdown columns, and numeric fields to Number columns. Each board has its own column set — custom fields are not shared across boards.

Lawmatics contact custom fields migrate as Columns on the Monday CRM People board. Contact-specific properties like 'Practice Area' or 'Referral Source' become Dropdown or Text columns on People. Monday's column inheritance model does not share columns between boards — each board's columns are independent.

Lawmatics timeline activities (calls, emails, notes, meetings) become Monday Item Updates and Comments. The activity type is preserved as a prefix in the Update text (e.g., '[Email] Subject line...'). Original timestamps and owner attribution are included in the update metadata. Monday does not natively categorize activity by type.

Lawmatics file attachments on Matters and Contacts attach to the corresponding Monday Item. FlitStack humanizes Lawmatics machine-generated filenames (1357219.pdf → Motion for Private Process.pdf) during re-upload so team members recognize files without opening them. Monday's attachment limit is 250MB per file.

Lawmatics tags applied to Contacts, Companies, or Matters migrate as Monday Tags on the relevant Items. Tags are a native column type in Monday CRM and render as labeled badges on Items. When multiple tags exist on a single record, each tag appears as a separate badge on the Item card. Tags support filtering across boards, allowing your team to view all Items sharing a specific tag regardless of which board they reside on, and tags are preserved during bulk updates and imports.

Lawmatics users and matter owners are resolved by email match against Monday workspace members. Unmatched owners are flagged before migration — your team either invites them to Monday first or assigns records to a fallback owner. Active user status is preserved as a boolean column on the person record.

Lawmatics automations cannot be migrated to Monday automations — the trigger-action logic, entry conditions, and Matter-status-based rules require manual rebuilding in Monday's Automation Recipes. FlitStack exports the workflow definitions as JSON so your Monday admin has a reference guide for recreation.

Lawmatics tasks attached to matters migrate as Monday subitems or item updates with the task description and due date preserved. Completed status maps to a Checkbox column value on the subitem. Each subitem inherits the parent Item's Group placement, keeping tasks visible within the same pipeline stage as the parent Matter. Open tasks without a due date retain a blank Date column, and subitems can be assigned to a specific Team Member column for responsibility tracking within the Monday board.

Lawmatics calendar events (appointments, consultations) migrate as Item updates with event details in the update body and the original event start/end datetime preserved in a custom Date column. The update body includes the event title, location, and attendee list from the original Lawmatics record. Original timestamps for when the event was created in Lawmatics are retained separately, and events are linked to the Matter Item that generated the calendar entry, allowing your team to see the full client interaction history within the same Monday Item view.