Migrate from Thomson Reuters Case Center to monday CRM

Case Center cases become Monday CRM boards. Each board represents one legal matter. The board name derives from the Case Center case title or case number. Board groups within the board can map to Case Center sections (e.g., Discovery, Motions, Exhibits). This is the fundamental unit translation — all other objects (parties, documents, hearings) nest under this board.

Case Center party records (plaintiffs, defendants, witnesses, counsel) map directly to Monday CRM contacts. Party name maps to Contact name. Party role (plaintiff, defendant, expert witness) is preserved as a custom column on the contact record. Multiple parties associated with one case link via the board's contact integration feature in Monday CRM.

Case Center party roles (Plaintiff, Defendant, Expert Witness, Counsel, Court) have no direct Monday CRM equivalent — a custom single-select column on the Contact entity stores the party role value. FlitStack preserves the original role label and flags any non-standard roles for admin review before the full migration runs.

Case Center documents and exhibits become Monday CRM items within the board representing that case. Each document's title becomes the item name, and the item's description field stores the document's description and classification (e.g., Exhibit A, Correspondence, Filing). Document upload becomes a Monday file attachment on the item.

Case Center sections within a case (e.g., Evidence, Motions, Correspondence) translate to Monday board groups. Documents and other objects within each section become items in the corresponding group. This preserves the Case Center filing structure within the Monday board layout.

Case Center hearing records become dedicated items within the case board with a hearing date column. The item name stores the hearing type (e.g., Status Conference, Trial, Motion Hearing). Hearing-specific metadata (presiding judge, location, virtual/in-person) is stored as custom columns on the hearing item.

Case Center annotations and notes attached to documents become Monday item updates on the document item. Each annotation's timestamp, author, and text content migrates as an update entry with the original timestamp preserved. Annotations on specific pages retain page reference metadata in the update text.

Case Center evidence files including PDFs, images, audio recordings, and video files are extracted directly from Case Center storage and re-uploaded as Monday file attachments on the corresponding document item within the case board. File type classification, original upload date and time, and file size metadata are preserved as separate custom columns on the item. FlitStack performs checksum verification on each file after upload to confirm successful transfer.

Case Center allows custom fields on documents (e.g., Bates number, exhibit tag, classification level). These custom document fields are translated to Monday CRM custom columns on the item. Column type (text, number, date, dropdown) is inferred from the Case Center field type.

Case-level metadata in Case Center (case number, court, judge, filing date, case status) becomes board-level columns in Monday CRM. This information is stored on a designated 'Case Info' item within the board so it is accessible at the board level without requiring a separate database.

Case Center tracks all document uploads and submissions with timestamps and submitting user. This log migrates as a series of dated updates on the document item in Monday CRM, preserving the full audit trail of who added or modified each document.

Case Center subcases and subfolders within a case can map to Monday subitems (within an item) or to separate linked boards depending on the complexity. FlitStack surfaces the hierarchy in the migration plan and the client chooses the structure — subitems for flat hierarchies, linked boards for deeply nested multi-party subcases.

Case Center records which participants accessed which documents, at what times, and under what user accounts. This granular access log data migrates as a series of dated update entries or activity log entries on the corresponding document items in Monday CRM. Each migrated entry preserves the participant identity, the accessed document reference, the access timestamp, and the access type (view, download, annotation), maintaining the complete audit trail for compliance and oversight purposes.