Monday, Asana, and ClickUp were built for product teams shipping software. The default templates assume sprints, tickets, releases, and a backlog. The mental model behind every feature is engineers moving cards from To Do to In Progress to Done. For a 30-person dev team, that mental model is fine.
For a construction firm running 80 jobsites, it is not. Your project flow has 14 stages: bid, award, mobilize, permitting, foundation, framing, mechanical rough, inspections, finishes, punch list, walk-through, close-out, warranty, retention release. The template gives you 5 stages and a Kanban view. The "custom view" you build is fragile and breaks every time the platform ships an update.
For a multi-attorney estate planning firm, it is not. Your matter intake has its own shape: conflict check, retainer, intake form, asset inventory, drafting, signing ceremony, funding. None of that maps cleanly to a sprint board, and the AI assistant your team is paying for just summarizes Slack threads. It does not understand what a funded trust is.
"We pay $24 a seat across 30 people for views nobody actually uses."
Then integration: connecting to QuickBooks Time, Procore, your internal ERP, your firm's law libraries, your agricultural trade-show calendar requires Zapier and a dream. Reporting up to leadership requires manual exports every Monday morning. The platform that promised to give you back time is now a part-time admin job.