Migrate from OneAdvanced Legal to monday CRM

OneAdvanced client records map directly to Monday CRM People entities. Client name maps to Person name, email to email column, phone to phone column. Primary address fields map to text columns. Fee-earner assignments require a custom person column. We also map the client type to a dropdown column and preserve the original client ID for audit trails.

Matter records become Monday Deals (or custom board items). Matter reference number becomes a text column. Matter status (active, closed, on-hold) maps to Deal status or a custom status column. Practice-area field becomes a label or dropdown column. We also preserve the matter open and close dates as date columns for timeline tracking.

Billable hours aggregate into a numeric column on the related Deal. Each time entry's duration (in minutes or hours) sums by matter. Monday's time tracking column (Pro+) can capture individual entries; alternatively, total billable hours store as a number column for reporting.

Individual contacts at the client firm map to Monday People. Contact role (solicitor, barrister, client contact) stores as a text or dropdown column. Primary contact flag maps to a toggle column. We also capture each contact's email address and phone number in the corresponding columns, and map the contact's department if present.

OneAdvanced matter types (litigation, family law, conveyancing, wills, corporate) map to Monday label or dropdown values. Each distinct type requires a corresponding Monday label option created during schema setup. Multi-practice firms may need multiple boards. We recommend defining label sets for each practice area and linking them to specific boards for clarity.

OneAdvanced fee-earner names map to Monday assignee columns. Each fee earner needs a Monday user account. Unassigned matter records get a fallback assignee or remain unassigned pending user provisioning. We also record the fee-earner's role and department in custom person columns to preserve organizational context.

OneAdvanced trust and client account balances have no Monday CRM equivalent. These financial records must remain in OneAdvanced or migrate to a dedicated accounting tool. We preserve the account reference as a text column for reconciliation purposes. Your finance team can then link the reference to balances in Xero or QuickBooks for ongoing compliance.

Matter attachments download and re-upload to Monday as file column uploads on each Deal item. Monday's 250MB file storage limit per item applies; large document sets may require a SharePoint or Google Drive integration. We also log the original file name and upload date in text columns for auditability.

OneAdvanced custom fields for SRA compliance, court references, or case codes create as Monday custom columns. Column types match data (date for deadlines, number for case codes, text for references). Schema planning identifies all custom fields before migration. We also provide a column‑type reference sheet to help your admin verify each field's configuration in Monday.

OneAdvanced matter workflows (stage triggers, compliance checks, billing automations) do not transfer. We export workflow definitions as JSON for your Monday admin to rebuild using Monday's automation builder or Integrations. We also include a mapping of each workflow step to corresponding Monday automation triggers, simplifying the rebuild process.

OneAdvanced invoices and billing records require a separate accounting tool. We export invoice references and amounts as text columns on Deals for reconciliation, but billing logic stays in OneAdvanced or moves to Xero, QuickBooks, or similar. We also include the invoice date and payment status fields to help your finance team track outstanding amounts.

OneAdvanced Legal Forms (document templates) are platform-specific and do not migrate. Template definitions export as a reference document. Firms rebuild templates in DocuSign, LawRato, or Monday's document automation integrations. We provide a field‑mapping table that maps each OneAdvanced template field to its Monday column, helping your document admin recreate the templates efficiently.