Migrate from Legistify to monday CRM

Legistify matters map to Monday CRM deal items on a dedicated Legal Matters board. The matter name becomes the item title. Matter status (Active, Closed, Pending) maps to Monday CRM pipeline stage columns. Original matter ID preserved as Source_System_ID column.

Legistify contracts attach as subitems under their parent matter item in Monday CRM. The contract title becomes the subitem name, while contract status (Draft, Under Review, Executed) maps to a Status dropdown column on the subitem. Effective and expiration dates are stored as Start Date and End Date columns. Document file references migrate as Monday CRM file attachments linked directly to the subitem, preserving the relationship to the parent matter.

Legistify parties (plaintiffs, defendants, opposing counsel, clients) map to Monday CRM contact items on the Contacts board. Party type (Client, Opposing Counsel, Witness) maps to a Role dropdown column, and each contact can store organization name and address in text columns. Email addresses serve as unique key for duplicate detection and for linking contacts to related matters via a Link column. Standard name, email, and phone columns hold contact details.

Legistify clause templates require Monday CRM custom columns (Clause_Type, Standard_Language, Deviation_Flag) added to the Contract subitem board. The clause text is stored in a long-text column, and a checkbox column tracks deviation from standard language. Each clause links to its contract subitem, so you can view all clauses for a contract together. Since Monday CRM lacks a native clause library, you maintain clause records manually or import them in bulk.

Legistify compliance monitoring items map to items on a Compliance board in Monday CRM. Compliance status (Compliant, Flagged, Under Review) maps to a Status dropdown column, and a dropdown column captures compliance type. Due dates migrate as Date columns with tracking, and you link compliance items to their matter using a Link column. Reminders can be set up via Monday CRM automations to alert owners before a due date expires.

Legistify hearing dates and calendar events map to Monday CRM calendar integration (Outlook or Google Calendar sync) and task items with Date columns. Court hearing times preserved as Start Date + End Date columns. Assigned attorney maps to Person column.

Legistify tasks linked to matters become subitems on the parent matter item in Monday CRM. Task status (Open, In Progress, Completed) maps to a Status dropdown column, and you can add a Priority column. Assignee maps to a Person column, while due dates migrate as Date columns. Subitems also support dependency links to other tasks and can carry columns for hours, giving your team a work breakdown within each matter.

Legistify time entries and billing records require custom columns (Hours_Billed, Billing_Rate, Total_Cost) on the matter item since Monday CRM lacks legal billing. Billing descriptions stored as long-text columns, and Total_Cost can be calculated with a formula column multiplying Hours_Billed by Billing_Rate. Invoicing is handled via Monday CRM's Quotes module, and you can link quote to the related matter item. This lets your team track matter profitability without a billing platform.

Legistify documents (contracts, court filings, correspondence) migrate as Monday CRM file attachments linked to their parent matter item. File size limits apply — documents over 25MB require chunked upload via the monday.com API, or you can store a URL column referencing external storage (Google Drive, Dropbox) for those files. Original document IDs are preserved as a text column for traceability, and you can add a Version column to track document revision history within Monday CRM.

Legistify users and attorneys resolve by email match against Monday CRM users. Unmatched users are flagged before migration for team invitation or fallback assignment. The user role (Partner, Associate, Paralegal) is stored as a Role dropdown column on the Contacts board, and you can add a Department column for additional context. Phone numbers and office locations can be captured in custom text columns if needed, ensuring a complete user profile in Monday CRM.

Legistify automated email alerts and workflow triggers do not transfer to Monday CRM. These must be rebuilt using Monday's no-code Recipe automation builder post‑migration. We export your Legistify workflow definitions—including trigger conditions, action types, and email templates—as a reference document for your Monday CRM admin. Using that reference, you can recreate stage‑change notifications, due‑date reminders, and assignee alerts as Monday recipes.

Legistify litigation stage (Pleading, Discovery, Trial, Appeal) maps to a Litigation_Stage dropdown column on the Legal Matters board. You can configure stage probability percentages in Monday CRM's pipeline settings, and adding a Stage_Date column captures when each phase began. This allows your team to see both current stage and historical progression within each matter, supporting forecasting and reporting.