Migrate from Legal Files to monday CRM

Legal Files matters contain parties, documents, activities, and billing. We map each matter to a Monday board — the board Groups represent matter phases (Intake, Active, Discovery, Resolution, Closed), and sub-items represent related parties or documents. Alternatively, high-value transactions map as Monday CRM Deals for pipeline visibility.

Legal Files parties (Attorney, Client, Opposing Counsel, Witness) map to Monday CRM Contacts. We preserve the party role as a custom column on the contact record or as a tag. Primary client per matter links to the deal via Monday's native contact-deal association.

Legal Files documents attached to a matter migrate as file attachments on the corresponding Monday board item. Document name and description map to attachment metadata. Version history is preserved as a custom text column showing the version label from Legal Files.

Legal Files activities (phone calls, emails, filings, court appearances) map to Monday board sub-items or activity log entries. Each activity type becomes a sub-item Group on the matter board, with columns for date, description, and assigned attorney. Original timestamps and attorney attribution are preserved.

Legal Files deadlines map to Monday date columns and Timeline columns on the matter board. Critical deadlines (statute of limitations, discovery cutoffs) are flagged with a custom priority column. Original deadline dates and reminder settings are preserved as column values.

Legal Files billing records (time entries, expenses, invoices) have no native Monday CRM equivalent. We migrate these as a separate billing board with number columns for hours and rates, or preserve them in a custom numeric column on the matter board for reference. Full billing reconstruction requires Monday's product pricing module or an external billing tool.

Legal Files custom matter fields map to Monday custom columns. Field types are matched: text fields to Text columns, pick-lists to Dropdown columns, dates to Date columns, numbers to Number columns. Multi-select pick-lists in Legal Files map to Monday's multi-select column type.

Legal Files matter templates (predefined structures for new matters) do not migrate automatically to Monday CRM. We export the complete template field list, group structure, default values, and workflow associations as a detailed reference document. Your Monday admin can use this document to recreate boards using Monday's native board template feature, ensuring new matters launch with consistent fields, column types, and group layouts across the firm.

Legal Files workflow rules (auto-assign tasks, deadline reminders, status changes) have no Monday CRM equivalent. We export all active workflow definitions as a plain-English document describing triggers, conditions, and actions so your Monday admin can rebuild them using Monday's automation recipe builder.

Legal Files users and attorneys are resolved by email match against Monday CRM users. Unmatched users are flagged before migration — your team either creates Monday user accounts first or assigns records to a fallback owner. Attorney-specific attributes (bar number, practice area) migrate as custom columns.

The original Legal Files matter ID is stored as a custom text column (Source_Matter_ID__c) on each Monday board item for complete traceability throughout the migration lifecycle. This column enables delta-run de-duplication to prevent duplicate records during subsequent migration runs, supports cross-referencing between Legal Files reports and Monday CRM data during reconciliation, and provides an audit trail linking each Monday item back to its originating Legal Files record for compliance purposes.

Monday CRM's native item creation date reflects the migration import timestamp, not the original Legal Files matter creation date. To preserve historical accuracy for reporting continuity, compliance audit trails, and matter aging calculations, we store Legal Files' original matter creation date as a custom date column (Original_Create_Date__c) on each Monday board item. This ensures date-sensitive reports, statute of limitations tracking, and attorney performance metrics based on matter age remain accurate post-migration.