Migrate from MyCase to monday CRM

MyCase contacts map directly to Monday Person items in a dedicated Contacts board. Each contact's name, email, phone, address, and custom properties become Monday columns. Primary company is stored as a connected board link to the Companies board. During migration, we preserve the original created date and source system ID for traceability and delta-run synchronization.

MyCase companies map to Monday Organization items. Company name, domain, address, industry, and employee count become Monday columns. Multi-contact associations from MyCase collapse to a primary contact link plus secondary contact subitems. We also preserve the original MyCase company ID as a custom column for cross-reference and to support future delta synchronizations between the systems.

MyCase case-matters have no direct Monday CRM equivalent. Each matter migrates as an item in a dedicated custom board. Case number, status, type, responsible attorney, opposing counsel, court, case type, open date, and close date become Monday columns. A board-level connection links the matter to its client contact item.

MyCase tasks associated with a matter migrate as subitems under the corresponding Matter item in Monday. Task title, due date, priority, assigned user, status, and description map to subitem columns. Orphan tasks without a parent matter land in a separate Tasks board.

MyCase time entries map to a dedicated sub-board or subitem rows under each Matter item. Entry date, duration, billing rate, description, and invoiced status map to Monday columns. Since Monday has no native billing engine, time entries are preserved as historical data; the billing workflow must be rebuilt in Monday or handled externally.

MyCase documents stored in MyCase Drive migrate as file attachments on the corresponding Matter item in Monday. Each document's name, upload date, and uploader are preserved. Monday's plan-tier storage limits apply — Standard has 5 GB total account storage; Pro has 100 GB.

MyCase activity log entries (calls, emails, notes, meetings) attached to a matter become Monday updates or note column entries on the Matter item. Original timestamp, user, and activity type are preserved in the update metadata. This allows your team to review the full communication history within Monday's activity feed for each matter.

MyCase custom fields on contacts, companies, and cases require Monday column types. Where a direct Monday column type exists (date, number, text, person, status, checkbox), it is created automatically. Fields using MyCase formula logic or unsupported types are stored as text columns and flagged for manual verification post-migration.

MyCase firm users are matched to Monday team members by email address. A person item is created in the Contacts board for each matched user, and the MyCase Owner ID maps to Monday's Assigned To column. Unmatched owners are flagged before migration — the firm either creates their Monday account first or reassigns records to a fallback user.

MyCase workflows, task templates, and automations tied to matter lifecycle stages do not have a Monday CRM equivalent. We export the workflow definitions as a structured reference document for the firm's Monday admin to rebuild using Monday's automation recipes. This step is always manual.

MyCase invoices, trust account entries, and IOLTA records have no native Monday CRM equivalent. We preserve invoice and payment history as custom subitem rows on Matter items and flag the full billing workflow as requiring an external tool or Monday's optional invoice module setup post-migration.