Migrate from Lexis Affinity to Nutshell

Lexis Affinity Persons map 1:1 to Nutshell People records. Name, email, phone, address, and title fields transfer directly without transformation. Any custom properties stored on a Person record in Lexis Affinity — such as bar number, practice group, or licensing jurisdiction — become Nutshell custom fields on the corresponding Person record. Primary and secondary contact roles are preserved via Nutshell's contact-type designations.

Lexis Affinity Organizations map directly to Nutshell Companies. Organization name, website, address, phone, and industry classification fields carry over without transformation. Parent-child organization hierarchies defined in Lexis Affinity become Nutshell Company parent-link relationships, which must resolve in the correct migration order to maintain referential integrity between related organizational entities.

Matters are a legal construct with no native Nutshell equivalent. We map Matter data to a hybrid: the matter name and client link create a Nutshell Lead record, and matter-specific fields (Matter Number, Responsible Attorney, Billing Arrangement, Open Date, Close Date, Status) become custom fields on that Lead so the full matter context is preserved.

When a Lexis Affinity Person has a role on a Matter (e.g., Opposing Counsel, Expert Witness), that role is captured as a custom field or note on the Lead record in Nutshell. The primary client Person links directly to the Lead via Nutshell's person association.

Lexis Affinity DataForms capture structured matter metadata (court jurisdiction, case type, statutory basis, etc.). Each DataForm field becomes a Nutshell custom field on the Lead or Person record depending on whether the field is matter-level or client-level. Nutshell supports text, numeric, date, and choice field types.

Time entries (date, hours, description, billed status) transfer as Nutshell Tasks with the description in the task notes field and hours stored in a custom numeric field. Billed-status flags become a choice custom field so teams can filter unbilled entries without an external billing module.

Nutshell has no native invoicing. Invoice Number, Invoice Amount, Invoice Date, and Invoice Status are stored as custom fields on the related Lead or Person record for reference. Firms needing full invoice history may need to export invoices as a separate CSV and attach it to the relevant record.

Trust-account balances and account identifiers are preserved as reference custom fields on the Company or Person record. Nutshell has no trust-ledger module — for firms with active trust accounts, we recommend documenting the final trust balance separately and flagging the record with a trust-account-status custom field.

Documents attached to Persons, Organizations, or Matters in Lexis Affinity are downloaded and re-uploaded to the corresponding People, Company, or Lead record in Nutshell as Files. Nutshell's file storage architecture attaches documents to the relevant record type (Person, Company, or Lead) based on the source entity relationship. Nutshell's 25MB per-file limit applies to uploads; larger files are flagged for manual review and alternative handling during the migration process.

Lexis Affinity Workflow Builder automations encompass legal-specific triggers including conflict-check sequencing, matter-open notifications, document-filing rules, and court-deadline alerts. These workflow constructs have no Nutshell equivalent since Nutshell Triggers operate on stage-change and field-change events rather than legal-process logic. FlitStack AI exports all workflow definitions as a structured JSON reference document for your Nutshell administrator to use when rebuilding equivalent automations in Nutshell Triggers.

Conflict-check records and their outcomes are text data — we preserve the conflict-check result as a Note on the relevant Person or Company record in Nutshell. Nutshell has no native conflict-check module; firms with strict conflict requirements should evaluate Nutshell integrations with dedicated conflict-check tools post-migration.