Migrate your Lexis Affinity data

Matters are the primary case object in Lexis Affinity. They carry standard fields (status, responsible attorney, client link, matter number) plus firm-defined DataForm fields. We extract matter records with their full DataForm schema and map them to the destination's equivalent case or matter object.

Client records in Lexis Affinity link to one or more Matters and carry contact details, billing information, and conflict check history. We migrate client records 1:1 and preserve the matter-client associations in a junction mapping table for post-migration validation.

Lexis Affinity stores documents in a folder hierarchy tied to Matters and Clients. We extract documents with their metadata (author, date, version, classification) but folder structure preservation depends on the destination platform's taxonomy model. We reconstruct folder hierarchies as tags or custom fields where a 1:1 mapping is not available.

Time entries are linked to Matters and include billing rate, duration, description, and user attribution. We migrate time entries as standalone records with their Matter linkage preserved. Time entries that have been billed are flagged separately from unbilled entries.

Billing in Lexis Affinity ties directly to the firm's accounting ledger. We export invoice records, line items, and payment history. Pre-billed time entries are migrated as drafts. The challenge is that Lexis Affinity's invoice numbering scheme may conflict with the destination's numbering conventions; we handle prefix mapping at import time.

Trust accounts in Lexis Affinity are governed by legal accounting rules (IOLTA, controlled money, investment accounts). Each trust sub-account has its own ledger and reconciliation cycle. We migrate trust account balances and transaction history but flag that the destination must also support multi-ledger trust accounting — not all practice management platforms do.

DataForms are Lexis Affinity's mechanism for firm-specific custom fields on Matters and other objects. Every firm's DataForm schema is unique. We extract the full DataForm definition alongside each record so we can map custom fields to the destination's equivalent custom field mechanism. Unmapped DataForms are stored as JSON blobs for manual post-migration cleanup.

Lexis Affinity's workflow automation rules are tightly coupled to the platform's internal event model and are not exportable via API or standard data export. We document the active workflows during discovery so the firm can manually rebuild them on the destination platform. No automated workflow migration is available.

Lexis Affinity stores calendar events and tasks linked to Matters or standalone. We export events with dates, assignees, and Matter associations. Task status and priority mapping depends on the destination's status taxonomy.

Email integration logs and communication notes are stored per Matter. We extract linked communications as notes or attachments depending on volume and the destination's handling of conversation threads.

Bank reconciliation records export from Lexis Affinity's accounting module with GL account mappings. We preserve reconciliation status (reconciled, pending, cleared) and bank statement references. Note that some reconciliation data ties to the portal integration which does not transfer.