Migrate from The Case File to monday CRM

Each The Case File matter becomes a Monday CRM Item within a Cases board. The case name maps to Item Name. Case number, status, priority, and custom fields become Monday Column types. Sub-cases require modeling as Sub-items or linked Items on a separate Sub-Matters board since Monday does not have native hierarchical case nesting.

Client records in The Case File map directly to Monday CRM Contacts. The name, email, phone, and address fields transfer as Contact fields. Additional client custom fields migrate as Contact columns. Monday's Contact entity is separate from Board Items but can be linked to Case Items via the relation column.

The Case File activities (calls, meetings, notes, emails) have no native Monday CRM equivalent. We model each activity as a Sub-item on the parent Case Item, with a status column for activity type, a date column for timestamp, and a long-text column for activity notes. Original timestamps and owner information are preserved as Sub-item metadata columns.

Documents attached to cases in The Case File are downloaded and re-hosted as Monday CRM file-column attachments on the corresponding Item. File size limits and the original file name are preserved. No native version history exists in Monday file columns; we recommend attaching the most recent version and documenting the prior version in a notes column if version tracking is required.

Calendar events from The Case File (hearing dates, filing deadlines, client meetings) become Items on a separate Calendar board or Date Columns on existing Case Items. The event title becomes the Item name; the event date becomes the date column; additional event details (location, attendees) migrate as text or label columns. Recurring events are modeled as separate Items with a recurrence note.

The Case File billing records (hourly rates, time entries, invoice amounts) have no native Monday CRM equivalent since Monday lacks a billing or time-tracking module. These records migrate as number columns on Case Items. Invoice numbers and billing status become text and label columns respectively. Invoice generation must be rebuilt in Monday or handled through a third-party billing integration post-migration.

The Case File custom fields map type-for-type to Monday Column types. Text custom fields become Monday text columns. Number custom fields become number columns with optional currency formatting. Date custom fields become date columns. Each custom field preserves its field label and any pick-list options as label-column values.

The Case File pick-list values are enumerated and mapped to Monday label-column options. Each unique pick-list value in The Case File becomes a Monday label option in the same column. If Monday's label column is at capacity, overflow values are mapped to a text column with the original value stored as-is.

The Case File user accounts are resolved against Monday CRM users by email match. Unmatched users are flagged pre-migration. Their records are assigned to a fallback Monday user or placed in an 'Unassigned' group pending account creation. Owner and assignee fields on cases resolve to Monday user assignments in the Item owner column.

The Case File case status values (e.g., Intake, Active, Pending Review, Closed) map to Monday Status Column options. We map each The Case File status value to a corresponding Monday status label. If The Case File has more than 12 status values, additional statuses are stored in a label column to stay within Monday's Status Column limit.