Migrate from My Legal Software to monday CRM

My Legal Software stores client records with name, email, phone, address, and conflict-check date. These map to Monday.com People column values on a Clients board, or to Items on a dedicated Contacts board if your firm prefers a searchable contact list separate from matter Items. Each client record's unique ID is preserved as a Source_System_ID custom text column for traceability.

Each My Legal Software matter becomes a Monday.com Item on your primary Matters board. Matter number, title, status, practice area, and responsible attorney map to Item Name, Status column, Dropdown column (practice area), and People column respectively. The original matter-open date is preserved as a custom Date column since Monday.com's native Created Date reflects the migration timestamp, not the original matter creation date.

My Legal Software matter status values map to Monday.com Status column options. FlitStack creates a Status column with your exact source values so the board's visual workflow reflects your firm's practice area stages. If My Legal Software uses a custom status beyond Open/Closed/On Hold, those values are added as additional Status options during board setup.

My Legal Software's practice area classification (e.g., Family Law, Personal Injury, Corporate) maps to a Monday.com Dropdown column. Dropdown options are created from your source system's distinct values so filtering and grouping by practice area works immediately after migration. Any unmapped practice area value is flagged and added as an option before the full migration runs.

My Legal Software stores attorney assignments as a user reference on each matter. Monday.com's People column stores Monday.com user accounts per Item. FlitStack resolves each My Legal Software user to their Monday.com account by email — if a Monday.com user account does not exist for that attorney, the Matter owner is stored as a Text column value and flagged for your admin to assign after migration.

Documents attached to My Legal Software matters are downloaded, then re-uploaded to the corresponding Monday.com Item as Monday.com Files. File names, original upload dates, and document type labels are preserved in the file metadata. Monday.com's file size limits apply (25MB per file on most plans; Enterprise raises this to 250MB). Documents without an associated matter are mapped to a separate General Documents board.

My Legal Software case notes are migrated as Updates on the relevant Matter Item in Monday.com, preserving the original note date, note author (mapped to Monday.com user), and note body text. If your firm uses structured note types (e.g., Strategy, Discovery, Communication Log), FlitStack prefixes the note body with the type label so the update thread remains scannable.

Billable hours logged against a matter in My Legal Software are stored as a cumulative Number column value on the Matter Item, or as a Time Tracking column if your Monday CRM plan supports it. Each time entry's date, description, duration, and billable/non-billable flag is preserved in a linked Subitems board where the entry date and description are tracked per subitem. Revenue fields from time entries are summed into an Amount column for financial reporting.

My Legal Software calendar events and statutory deadlines associated with a matter are migrated as Date columns or Subitems on the Matter Item. Critical deadlines (statute of limitations, discovery cutoffs) are stored as a separate Deadlines board linked by Matter Item ID so your Monday CRM team can view all upcoming firm-wide deadlines in a calendar view without cluttering individual matter boards.

My Legal Software custom form fields vary by matter type. FlitStack creates the equivalent Monday.com column type for each: text fields become Text columns, numeric fields become Number columns, date fields become Date columns, and pick-list fields become Dropdown columns with options matching your source values. The column is added to the relevant board and labeled with the exact field name from My Legal Software. Required-field flags are stored as a checkbox column for reference since Monday.com columns cannot enforce required-at-entry without automation.

My Legal Software invoice records (invoice number, amount, status, client, matter link) are migrated to a separate Billing board in Monday CRM where each invoice is an Item linked to the client and matter via Connect Boards columns. Invoice amount and status map to Number and Status columns respectively. Note: Monday CRM does not generate invoices natively — this board provides historical financial records and reporting; billing generation requires a separate accounting integration.

My Legal Software conflict-check records (client name, check date, result) have no native Monday CRM equivalent. FlitStack preserves conflict check data as a Text column on the Client Item, storing the check date and result as a text string. Your firm should rebuild conflict-check workflows as Monday.com automations triggered when a new client Item is created, cross-referencing against opposing counsel names stored in the system.