Migrate from Lexis Affinity to monday CRM

Lexis Affinity Contact records migrate as Items on a Contacts Board. Each contact's organization link becomes a Connect Boards column pointing to the organization item. Email addresses, phone numbers, and addresses map directly to Monday's Email Column, Phone Column, and text columns respectively.

Lexis Affinity Organizations (law firm clients) map to Items on an Organizations Board. The organization's address, industry, and primary contact fields become columns. Multiple contacts associated with one organization link via the Connect Boards column. The organization's industry maps to a Dropdown Column, and the primary contact links via Connect Boards to the Contacts Board. Organization IDs are stored in a Text Column for reference.

Matters are the core entity in Lexis Affinity. Each Matter becomes an Item on a Matters Board linked to its parent Organization via Connect Boards column. Matter status (Open, Closed, On Hold) maps to a Status Column with matching values. Open date and close date migrate to Date Columns.

Activities (calls, emails, meetings, tasks) associated with a Matter migrate as Subitems of that Matter item in Monday CRM. The activity type becomes a Status Column value. Original timestamps and duration data map to Date Column and Number Column respectively.

Lexis Affinity Bills create Items on a dedicated Bills Board linked to their parent Matter via Connect Boards. Bill status (Draft, Sent, Paid, Overdue) maps to a Status Column. Amount due and payments received become Number Columns. Historical balance data migrates as text for reference.

Billable hours logged in Lexis Affinity migrate to a Time Tracking Board with Matter links, attorney name (People Column), date, hours, and rate. Total hours per matter aggregate via Monday's Formula Column capabilities for billing reconciliation. Each time entry also records the billing status (Billed, Unbilled) and the associated client for quick reference. Hourly rates are stored as Number Columns, and a separate formula calculates the total cost per matter.

Lexis Affinity's trust accounting has no Monday CRM equivalent. We create a Trust Accounts Board with columns for account number, client reference, receipts, disbursements, and running balance. Manual reconciliation rules must be established post-migration — this is surfaced as a manual step in the migration plan.

Documents attached to Matters in Lexis Affinity are downloaded and re-uploaded to Monday CRM as file attachments on the corresponding Matter items. File size limits apply (25MB per file on Monday CRM). Folder hierarchy from Lexis Affinity is preserved in the file naming convention.

Lexis Affinity DataForms define custom fields per Matter type. Each DataForm field maps to a Monday CRM Column of the equivalent type: text fields to Text Column, numbers to Numbers Column, dates to Date Column, and pick-lists to Status or Dropdown Column. Field-level validation rules in Monday CRM must be configured manually post-migration.

Lexis Affinity staff members are resolved by email match against Monday CRM workspace members. Unmatched staff records are flagged before migration. Role-based permissions in Lexis Affinity map to Monday CRM's permission groups (Viewer, Member, Admin) as part of the schema setup plan.

Lexis Affinity conflict check history has no Monday CRM equivalent. Conflict check results are preserved as a text field on the Organization item for reference. New conflict checks must be run manually or rebuilt as an automation workflow in Monday CRM.