Migrate from LEAP to monday CRM

LEAP document export is capped at 100 files per batch with no bulk export option

LEAP's document export interface limits bulk operations to 100 documents at a time, requiring folder-by-folder export with manual intervention. Monday CRM's file attachment limit varies by plan (250MB Standard, 5GB Pro, unlimited Enterprise). We handle the LEAP export by creating a batch queue of all matter folders, iterating exports in groups of 100 documents, and re-uploading each batch to Monday as file attachments linked to the corresponding Matter Deal Item. If your LEAP instance has thousands of documents across hundreds of matters, this batch limitation adds significant time to the export phase and must be accounted for in migration timeline planning. Original create timestamps are preserved in Monday's file metadata after re-upload.

Monday CRM has no native trust accounting — trust ledger entries require custom modeling

LEAP's trust accounting module tracks client funds with receipt journals, disbursement rules, and running balance calculations tied to IOLTA accounts. Monday CRM's Invoice module does not include trust accounting functionality — there is no native equivalent to LEAP's trust ledger. We model trust entries as Subitems on Matter Deals with Currency and Status columns, then add a Formula column to calculate running balance from migrated entries. However, any trust-specific validation rules, IOLTA compliance flags, or automated trust-to-billing transfers in LEAP have no Monday CRM equivalent and must be rebuilt as part of your Monday workflow configuration or handled through a dedicated legal accounting integration.

Monday API rate limits throttle bulk migration on Basic/Standard plans

Monday CRM's API rate limits are enforced per plan tier: 200 calls/day on Free/Trial, 1,000 calls/day on Basic and Standard, 10,000 calls/day on Pro, and 25,000 calls/day on Enterprise. Our migration engine uses batch operations and bulk upsert patterns to minimize call count, but large migrations (50,000+ records) will hit rate limits on lower-tier plans. We recommend provisioning a Monday Enterprise trial for migration week or upgrading to Pro temporarily. If you remain on Standard, we throttle call volume to stay within limits and extend the migration timeline accordingly — this is disclosed before migration starts.

Monday board structure must be designed before data migration to enable correct column mapping

Monday CRM boards define the column schema — you cannot add columns to Items without defining them on the board first. Unlike LEAP where custom fields are defined globally and available on all Matters, Monday columns are board-scoped. We cannot map LEAP practice-area custom fields to Monday columns until the target boards are created. We deliver a board schema plan before migration: one board per practice area with Groups representing case stages, columns matching LEAP custom field types, and subitems enabled for time entries and trust transactions. Your Monday admin creates these boards first; we then map LEAP data into the pre-built schema.

LEAP workflows and document automation sequences do not migrate and require manual rebuild

LEAP's workflow automation covers matter initiation triggers, document assembly rules, conflict checking sequences, and billing automation — none of these transfer to Monday CRM. Monday's Automation Recipes use a When-Then trigger model (When Status changes to Closed, Then notify Contact) that is structurally different from LEAP's event-driven automation. We export your LEAP workflow definitions as structured JSON documentation so your Monday admin can reference the existing logic when rebuilding recipes. This is always a manual step post-migration — FlitStack does not migrate automation logic by design.