Migrate from LegalServer to monday CRM

LegalServer Contact records map to Monday People entities. Name fields (First Name, Last Name, Suffix) map to equivalent text fields on the People record. Email, phone, and address fields migrate as direct text columns. A primary Organization link is established by resolving the Contact's linked Organization to a Monday Company record first.

LegalServer Organization records map to Monday Companies. Organization Name, website, and address fields translate directly to Company name, website, and address columns. Multi-contact organizations are represented as one Company record with multiple linked People in Monday. Additional metadata such as organization type and created date are preserved as custom columns to maintain full historical context.

LegalServer Case records become Items on a Cases board in Monday CRM. Case ID, case name, case status, case type, and assigned attorney fields map to equivalent Item columns. The Case board Groups can represent case types or case status categories depending on the organization's preference.

LegalServer's per-case Custom Matter fields merge into the Case Item as individual columns on the Monday Cases board. Each custom field constructor (bool, number, money, percent, lookup_custom) is translated to the nearest Monday column type — checkbox, number, currency, percentage, or dropdown.

Extended Matter fields (system fields created by LegalServer) are added as read-only or display columns on the Case Item. If no Monday equivalent column type exists, the field is stored as a text column with the original value preserved. This ensures that any legacy metadata, such as internal timestamps or legacy flags, remains accessible for audit and reporting within the new board.

LegalServer Grant records contain billing type (Flat Hourly Rate or Variable Hourly Rate), available balance, and usage figures. These are not native Monday CRM entities, so grant metadata is migrated as custom Number and dropdown columns on the related Case Item in Monday, enabling grant tracking visibility without a dedicated module.

LegalServer's Contractor records (individual and organizational) with fee structures, case assignments, and billing history map to a dedicated Contractors board in Monday CRM. Contractor type (organization vs. individual) is represented as a person or company in Monday's CRM layer. Additional fields such as contract start date, hourly rate, and payment terms are preserved as custom columns, enabling detailed contractor reporting without relying on external spreadsheets.

LegalServer time entries (staff, date, duration, billing type) become Subitems on the related Case Item in Monday. Each Subitem represents one timekeeping record with date, duration, and billing columns. Original billing type from LegalServer is preserved as a dropdown column on the Subitem.

LegalServer Communication Log entries (date, type, subject, author) are stored as Item Updates on the related Case Item in Monday CRM. This preserves the conversation history within the Case Item's activity feed while maintaining original timestamps and author attribution. Each update records the communication medium, such as email, phone, or portal message, allowing legal teams to review client interactions at a glance within the board view.

LegalServer Outreach module records (outreach type, date, outcome, contact) map to Items on a dedicated Outreach board. Outreach is a separate module in LegalServer and is treated as a standalone board in Monday CRM for clean separation from case data.

LegalServer custom fields on Contact records (lookup_custom, money, document_id, and others) are translated to Monday People columns. lookup_custom types become dropdown columns with values sourced from the LegalServer custom lookup list. document_id fields for identity documents migrate as text columns referencing the original file.

LegalServer workflow rules, conditional logic trees, and process automations are platform-native and have no exportable representation. FlitStack AI documents the active workflow definitions from LegalServer's Admin configuration as a structured reference for rebuilding in Monday's Automation layer. The documentation includes trigger conditions, action sets, and any dependent custom fields, providing a comprehensive blueprint for the Monday automation rebuild.

LegalServer's HotDocs integration (both desktop and web-based) generates documents from case data. Monday CRM has no document-generation equivalent. Template logic and field mappings are documented for manual rebuild using Monday's document automation capabilities or third-party integrations. The documentation specifies the merge fields, conditional sections, and output formats, enabling legal teams to reconstruct document assembly workflows in Monday or via tools like DocuGenerate.