Migrate from Legl to monday CRM

Monday CRM API daily call limits vary by plan and can throttle bulk migration runs

Monday CRM enforces daily call limits that differ sharply by plan: Free/Trial accounts receive only 200 calls per day, Basic and Standard accounts 1,000 per day, Pro accounts 10,000 per day, and Enterprise accounts 25,000 per day. Legl's API can return large record sets in a single request, but loading those records into monday CRM requires one API call per create or update operation. Bulk migrations on Pro or Standard plans can exhaust daily limits before completion, especially when file attachments are involved. We throttle writes to stay within the plan ceiling and break large batches into day-spaced chunks, which extends migration timelines for high-volume accounts.

Legl risk assessment PDFs require download-then-re-upload and have no native monday CRM equivalent field type

Legl RiskAssessment objects include a PDF output endpoint that returns binary document data. Monday CRM has no native document management system — files attach directly to items as file uploads, and there is no dedicated 'document' column type. The migration must download each PDF from Legl's API (handling the binary response), then POST it to monday CRM's file upload endpoint tied to the correct subitem. For large legal firms with hundreds of risk assessments, this download-reupload loop adds significant time per record and is limited by monday CRM's per-file attachment caps on non-Enterprise plans. We handle this as a batched queue with retry logic.

Legl workflow definitions and internal escalations cannot be mapped to monday CRM Recipe automations

Legl's workflow engine stores process definitions as structured objects governing internal escalations, client-facing intake flows, and department-specific routing. Monday CRM's Recipe automation system uses a trigger-action model that is architecturally incompatible with Legl's workflow schema — there is no export format or API endpoint that carries over automation logic. Attempting to 'migrate' workflows results in data-only transfer with automation logic permanently lost. We address this by exporting Legl workflow definitions as a structured JSON reference document and delivering a rebuild cookbook mapped to monday CRM's Recipe block types, so your team can reconstruct each automation manually with guided step-by-step instructions.

Legl's Business-to-Organisation hierarchy requires manual board architecture planning in monday CRM before migration

Legl structures data as Organisation → Business → EngageRequest with clear parent-child relationships. Monday CRM has no native multi-level hierarchy between boards — each board is an independent entity and relationships between boards rely on Link to Item columns or subitems. Migrating a Legl Organisation with multiple Business records and dozens of EngageRequests requires pre-planning the monday CRM board structure: should each Business get its own People board entry with all EngageRequests as subitems, or should EngageRequests live on a separate Deals board with link columns back to People? We deliver a board architecture plan before migration begins, but the choice requires customer input because it affects reporting views and automation triggers in monday CRM.

Monday CRM's subitem model caps nesting at one level, which diverges from Legl's nested object model

Legl's API nests RiskAssessment objects under EngageRequest, and can nest sub-documents under RiskAssessment in some configurations. Monday CRM supports subitems at exactly one level — a Deal item can have subitems, but those subitems cannot have their own subitems. This one-level constraint means deeply nested Legl data structures must be flattened during migration: nested sub-documents become columns or tags on the top-level subitem rather than a second level of subitems. We flag any second-level nesting during the audit phase and document the flattening decision so you can verify the resulting monday CRM structure before the full run.