Migrate from PCLaw(r) to monday CRM

PCLaw clients map directly to Monday CRM contacts. Business clients with multiple contacts receive a Company record in Monday with individual contacts linked under that parent company. Address, phone, email, and bar number fields migrate to custom columns on the contact board. The mapping preserves all contact relationship data including primary billing contact designation and any client-specific notes stored in PCLaw's client records.

PCLaw matters have no Monday CRM equivalent — matters become items on a 'Client Matters' board. Each item holds columns for matter type (litigation, transactional, advisory), status, assigned attorney, open date, and close date. Matter numbers map to a text column. The transformation also captures related client links so each matter item is connected to its originating contact record in Monday's contact database.

Time entries migrate as subitems on the parent matter item in the Client Matters board. Each subitem carries date, hours, billing rate, description, and billing status fields. Your Monday board can display a running sum of billable hours per matter using formula columns after migration. The transformation preserves the chronological ordering of time entries and any narrative descriptions attached to individual billing records.

Costs incurred on a matter migrate as subitems with expense date, category (filing, travel, courier), amount, and reimbursement status fields. These expense subitems link to the same matter item as time entries for a consolidated matter billing view. The mapping preserves vendor information stored in PCLaw's expense records and any receipt attachments that were linked to individual expense entries.

PCLaw invoices become deal items on a dedicated billing pipeline board in Monday CRM. Invoice amount, status (draft, sent, paid, overdue), and due date map to deal columns. Invoice line items generated from time entries and expenses appear as subitems on the deal. The transformation also captures any payment terms, late fee provisions, and LEDES billing codes that were attached to the original PCLaw invoice record.

Trust account balances and ledger entries require a dedicated Monday board because Monday has no native financial-account object. Each board item represents a trust transaction (deposit, withdrawal, transfer) with columns for client reference, date, amount, and running balance. Reconciliation logic is manual in Monday — your compliance team builds filtered views or exports to Excel for three-way matching. All trust transaction dates and original amounts are preserved verbatim from PCLaw's ledger entries.

PCLaw calendar entries migrate to a 'Court Dates & Deadlines' board with item name, date, assigned attorney, matter link, and reminder settings preserved. Monday's built-in calendar view surfaces these items alongside other board data for unified scheduling visibility. The mapping includes court location, hearing type, and any notes attached to the calendar entry in PCLaw's calendar module.

Documents stored in PCLaw file cabinets export as files and re-attach to the corresponding matter item in Monday CRM. File size limits accommodate large document bundles up to 500MB per file on Monday Enterprise plans. The folder hierarchy from PCLaw's cabinet taxonomy maps to Monday groups for organized document retrieval. Original document names and any version tracking information stored in PCLaw is preserved during the file migration process.

PCLaw attorney and staff records match to Monday CRM users by email address lookup during the migration. Unmatched staff members are flagged in a pre-migration report so your firm creates Monday accounts or assigns their matters to a fallback user before final import. The transformation preserves employee roles, department assignments, and any matter-specific billing rate overrides stored in PCLaw's staff records.

PCLaw custom fields for LEDES billing codes, IOLTA codes, conflict flags, and practice-area tags map to Monday custom columns on the appropriate boards. Long-text fields such as conflict notes and case-specific remarks preserve as text columns with character content maintained verbatim from the original PCLaw entries. The column-mapping specification lists every custom field's destination column name, data type, and any value-mapping required for pick-list fields.

PCLaw billing arrangements including flat fee, hourly cap, contingency percentage, and sliding scale provisions migrate as text or number columns on the deal item. Recurring billing flags and payment-plan data preserve as notes columns since Monday has no native billing-arrangement object. The migration captures billing method defaults per client and any special billing instructions that were stored in PCLaw's client or matter records.

PCLaw relationship records linking a firm to multiple client contacts map to Monday's company-contact association model. Primary billing contact designation is marked in a dedicated 'Primary Contact' column on the contact record. The mapping preserves all contact role types including executive contact, billing contact, and matter-specific contact assignments stored in PCLaw's relationship table.