Migrate from NextChapter to monday CRM

NextChapter Client records map to Monday CRM Contacts. Client name fields split into First Name and Last Name columns in Monday. Email, phone, address, and notes transfer as direct column values. Primary Case link preserved as a Lookup column pointing to the Cases Board.

Client email address on the NextChapter contact record migrates to the Email column on the Monday CRM Contact. Used for email sequences, activity logging, and contact deduplication. If multiple email addresses exist on one NextChapter client, the primary address maps and secondary addresses surface as a text field.

Phone numbers from NextChapter client records migrate to Monday CRM's Phone column on Contacts. Mobile and office numbers stored as separate values in NextChapter collapse to a single Phone column in Monday — both values preserved in a custom Text column if needed.

NextChapter Case is the primary legal record — it does not map to any single Monday CRM entity. FlitStack AI creates a dedicated Cases Board in Monday CRM and maps each Case to an Item. Case number, chapter type, filing date, discharge date, and trustee assignment become columns on the Item. The Case Item connects back to the Client Contact via a Lookup column.

NextChapter case status values (Pending, Filed, Dischargeable, Discharged, Dismissed, Withdrawn) map to Monday Status column groups. Each legal status value must be created as a Status option on the Cases Board before migration — FlitStack AI generates the mapping plan and you create the Status options in Monday before the test run.

NextChapter chapter designation (Chapter 7, Chapter 11, Chapter 13, Chapter 15) is a pick-list field. Migrates to a Monday Labels column or a dedicated Status column depending on your board design. Value-by-value mapping: 'Chapter 7' → 'Ch7' label, 'Chapter 13' → 'Ch13' label, preserving the source value exactly.

NextChapter attorney assignments on a Case are stored as related records. FlitStack AI extracts attorney name, bar number, firm name, and contact info and creates them as Contacts in a separate Attorneys Board linked to the Cases Board via a Lookup column. Attorney email is used for ownership resolution in Monday.

Chapter 7 and Chapter 13 trustee assignments migrate as Contacts in a Trustees Board, linked to the Cases Board via Lookup column. Trustee name, court district, and contact information map directly. Multiple trustees per case handled via Subitems if Monday's plan supports them, or as multiple Lookup rows.

NextChapter creditors are stored as related objects to a Case with creditor name, address, claim amount, and claim status. FlitStack AI creates them as Contacts in a Creditors Board, then adds them as Subitems on the relevant Case Item with claim amount and status as Subitem columns. This preserves the N:N relationship between Cases and Creditors that Monday's native model doesn't support as a direct join.

NextChapter document attachments (petitions, schedules, PACER notices) are downloaded from NextChapter's cloud storage and re-uploaded as Files attached to the corresponding Case Item in Monday CRM. File names, upload dates, and Uploader info preserved as metadata. Re-upload is direct to Monday Files; PDF previews display inline in Monday's Item view.

NextChapter court hearing dates, filing deadlines, and trustee meeting dates map to Monday's Date column on the Cases Board. Multiple date fields (341 meeting date, discharge date, plan confirmation date) each get their own Date column. Original timestamps from NextChapter preserved — Monday's Date column stores date only, so time-of-day stored in a parallel Text column if needed.

NextChapter Pro+ custom fields built with SALI field codes (SALI_S16, SALI_S21, etc.) or the custom field builder require creation of equivalent custom columns in Monday CRM before migration. FlitStack AI generates a column-creation plan naming the target column type (Text, Number, Date, Status, Checkbox) for each NextChapter field. Fields using NextChapter's long-text or rich-text type map to Monday's Long Text column.

NextChapter case notes and activity log entries migrate as Updates on the Monday CRM Item. Each entry preserves the original timestamp, author name, and note text. Case notes are not chronological in Monday's Activity Log view — they appear as a feed on the Item. Original timestamps and authors are stored in the Update metadata.

NextChapter's MyChapter debtor portal intake data (financial forms, income statements, asset declarations) is stored as structured fields on the Client record. FlitStack AI extracts these as custom column values on the Monday Contact — financial fields map to Number columns, text declarations to Long Text. The debtor portal data requires a separate review workflow to be built in Monday Automations post-migration.

NextChapter document-generation workflows, automated filing reminders, and court-date notification triggers have no equivalent in Monday CRM's automation engine. FlitStack AI exports your NextChapter workflow definitions as a structured JSON reference document for your Monday admin to rebuild using Monday's native Automation recipes or the Automations API.