Migrate from Outlaw Practice to monday CRM

Outlaw Practice clients map directly to Monday CRM people records. Client name, email, phone, address, and primary contact fields translate to Monday CRM people fields. Multiple attorneys per client in Outlaw Practice collapse to one primary assignee in Monday CRM people; secondary attorneys surface as a custom column.

If the Outlaw Practice client is a business entity (company name present), FlitStack creates both a Monday CRM person record and a company record, linking them via the person-company association. This preserves the firm-to-business relationship without losing the individual contact.

Outlaw Practice matters map to Monday CRM deals or items depending on your chosen board structure. Matter name, type, status, open/close dates, and assigned attorney translate to deal name, stage, and owner columns. Matter type (e.g., Family Law, Real Estate) maps to a deal status or custom dropdown column in Monday CRM.

Outlaw Practice matter types are pick-list values (e.g., Family Law, Personal Injury, Estate Planning). These map to Monday CRM deal stage values or a dedicated dropdown column. Each matter type can become its own board in Monday CRM if you want complete pipeline separation.

Outlaw Practice billing items are individual line entries tied to a matter: description, quantity, rate, amount, and billable/non-billable flag. These load into Monday CRM items as numeric columns (rate, amount) and text columns (description). Aggregation to invoice totals happens via Monday CRM formula columns.

Outlaw Practice invoices — with line items, subtotal, adjustments, and total — translate to Monday CRM Quote objects (Pro+ plan) or item-level numeric columns on a billing board. Invoice status (Draft, Sent, Paid) maps to a Monday CRM status column. Note: Monday CRM does not have a native trust-retention or escrow model.

Outlaw Practice trust accounts have a balance, a linked client, and transaction history. Monday CRM has no native trust accounting. FlitStack creates a dedicated trust board with client-linked items, monetary columns for balance, and transaction entries as subitems or linked items — with a reference note that this is a manual reconciliation board, not a native accounting module.

Outlaw Practice time entries carry date, hours, rate, attorney, and matter association. These load into Monday CRM as item-level duration or numeric columns (hours) and a linked rate column. Attorney attribution uses Monday CRM's people column type. Aggregated billable hours per matter are calculated via formula columns.

Outlaw Practice documents (stored per matter) re-upload to Monday CRM as file attachments on the corresponding deal or item. File size limits follow Monday CRM's storage allocation per plan. Documents with version history in Outlaw Practice attach the most recent version; version history is preserved as a text column note.

Outlaw Practice court dates and matter deadlines migrate as date columns on the corresponding Monday CRM deal item. If you use Google Calendar or Outlook integration with Monday CRM, court dates can push to external calendars via Zapier or Monday's native calendar sync — this is configured post-migration.

Outlaw Practice custom fields on clients (e.g., referral source, preferred contact method) map to Monday CRM column types chosen by field type: text fields to text columns, numbers to numeric columns, dates to date columns, and pick-lists to dropdown columns. Each custom field requires a board-level column creation in Monday CRM before migration.

Matter-level custom fields (e.g., court jurisdiction, opposing counsel, case number) migrate as columns on the deal board. FlitStack delivers a column-creation plan before migration so Monday CRM schema is ready before data lands. Custom fields with dependencies in Outlaw Practice require manual review in Monday CRM.