Migrate from The Legal Assistant to monday CRM

The Legal Assistant client records map directly to Monday People. Contact name, email, phone, and address fields migrate as Monday person fields. Multiple attorneys or contacts per client generate multiple Person records. During import, we validate email addresses for uniqueness and flag any duplicates requiring resolution before the final People load completes.

Each The Legal Assistant case file becomes a Monday Item on a dedicated Cases board. The board's primary columns replicate case-level attributes: case number, status, practice area, statute of limitations date, and assigned attorney. We preserve the original case open date as a custom Date column since Monday's native Created at timestamp reflects the migration import date rather than the original record creation.

The client-to-case relationship requires linking Items on the Cases board to Person records via a Person column. During the Items import phase, we match each case's source client ID against the imported People records and populate the Person column accordingly, ensuring attorneys can view all matters associated with a client directly from the People profile.

The Legal Assistant calendar events migrate as Items on a Calendar board with Date and Date & Time columns for event start and end. Location and event description become Text columns. Owner is captured as a person column if available. Recurring events generate separate Items with their recurrence pattern noted in a Text column for manual recreation of automation triggers if needed.

Documents linked to The Legal Assistant case files are downloaded and reattached to the corresponding Monday Item via Monday's file column. We match documents to Items using the case number reference embedded in the document path or metadata. Word template links are not transferable and are noted as requiring manual re-creation in Monday's doc templates or a third-party document generation tool post-migration.

Invoice amounts, payment status, and invoice numbers migrate as custom columns (currency and status labels) on the Cases board. The original invoice date is preserved as a Date column. Firms requiring full invoice lifecycle management including line items and payment tracking should enable Monday Sales CRM's optional Quotes & Invoices feature post-migration for complete functionality.

The Legal Assistant tasks attached to a case migrate as Subitems on the corresponding Item, preserving the parent-child relationship. Each Subitem inherits the case's status context while maintaining its own due date, priority, and assignee. Standalone tasks without a case reference become Items on a separate Tasks board for independent tracking and assignment.

Staff members in The Legal Assistant map to Monday user accounts. Email addresses serve as the primary matching key during import. Staff without email addresses in the source system require manual Monday account creation before migration, as Monday's user provisioning requires an email identifier. We provide a staffing checklist itemizing any accounts that need manual setup along with their assigned roles and board permissions.

Any custom fields in The Legal Assistant — such as practice area, assigned court, opposing counsel, or referral source — become Monday custom columns scoped to the relevant board. Column type (Text, Number, Date, Status label) is inferred from the source field's data type. Pick-list values in The Legal Assistant custom fields generate corresponding Status labels in Monday, maintaining the same option set for dropdown consistency.

Case notes and communication logs in The Legal Assistant migrate as Updates on the corresponding Monday Item, preserving the original timestamp and the staff member who created the entry. Rich text formatting in notes is converted to Monday's Update markdown subset. For long notes exceeding Monday's Update character limits, we split content across multiple sequential Updates with reference markers.