Migrate from Rocket Matter to monday CRM

Rocket Matter Clients map directly to Monday CRM Contacts. Monday stores contact name, email, phone, and address in standard Contact fields. Clients without a primary matter still land as Contacts with an empty company link. Any client-level custom fields (referral source, billing preference) are transferred as custom columns on the Contact record, maintaining all original data attributes for downstream reporting.

Rocket Matter Matters have no Monday CRM equivalent, so we map them to Deals on the CRM entity board. Legal-phase data (case status, practice area, court information) becomes custom columns on the Deal item. Matter ID is preserved as a custom field for traceability.

Matter custom fields in Rocket Matter (select lists, text, date, number) map to Monday CRM custom columns on Deal items. We create the column in Monday CRM matching the Rocket Matter field type before migration so data populates correctly. Select list values undergo value-by-value mapping when pick-list options differ between platforms, ensuring dropdown consistency in the destination system.

Billable time entries map to Monday CRM as Activity items linked to the Deal, or as custom Number columns storing hours and rates. For detailed billing histories, we create sub-items under the Deal containing date, hours, description, and rate. Multiple billing rates per matter are preserved as separate rate columns or as attributes within the sub-item record for accurate invoice reconstruction.

Expense entries map to custom Number or Currency columns on the Deal. Category, description, and date are stored as separate columns for reporting continuity. Expense attachments such as receipts are uploaded as files on the Deal item. Multiple expense categories per matter are preserved using separate column groups for reporting segmentation.

Rocket Matter documents attached to matters are re-uploaded as Files on the corresponding Deal item in Monday CRM. File name and original upload date are preserved. Document automation merge fields are not transferred — those templates must be rebuilt manually.

Matter tasks map to Monday CRM Activities or sub-items on the Deal board. Task name, due date, assignee, and status transfer. Dependencies between tasks require Monday CRM's native dependency column to be re-established. Recurring task patterns are preserved as automation recipes in Monday CRM's automation builder post-migration.

Calendar events in Rocket Matter map to Monday CRM's built-in calendar integration or become Events on the Contact. Original start/end times and attendees are preserved when the calendar integration is connected. Recurring event series are exported as reference data for manual recreation in Monday CRM's calendar module.

Rocket Matter invoices and billing records have no native Monday CRM equivalent. We preserve invoice history as a custom field reference (Invoice_Link__c) pointing to a backup CSV. Invoices must be rebuilt using Monday CRM's invoice module after migration. LEDES billing codes associated with invoices are exported separately for compliance reconstruction.

Trust accounting balances and transactions in Rocket Matter cannot map to Monday CRM's data model. We export trust records as a separate CSV and link them via a custom field (Trust_Records__c) for compliance reference. IOLTA account balances are preserved in the export for finance team reconciliation.

Rocket Matter users are resolved by email match to Monday CRM workspace members. Unmatched users are flagged before migration — teams must invite them to Monday CRM first or assign records to a fallback assignee. Attorney roles such as originating and supervising attorney are preserved as custom columns on Deals.

Rocket Matter client-level custom fields (such as referral source or billing preference) become custom columns on the Contact item. We create the column in Monday CRM matching the source field type before migration. Client custom field options are mapped one-to-one, with any new options in Rocket Matter flagged for manual review.