Migrate from Lexis Affinity to Pipedrive

Lexis Affinity clients map directly to Pipedrive persons. Each client record brings name, email, phone, address, and bar number into Pipedrive's Person object. We resolve the Lexis Affinity organization link as a Pipedrive organization lookup after the organization migration completes.

Corporate clients and referral firms in Lexis Affinity map to Pipedrive organizations. We map firm name to organization name, website URL to the organization's website field, and the primary contact's firm hierarchy level to a custom parent_org_id field since Pipedrive has no native parent-child organization model.

Each Lexis Affinity matter becomes a Pipedrive deal. The matter title maps to the Pipedrive deal name, the matter status (Open, Pending, Closed, On Hold) maps to the Pipedrive pipeline stage, and the matter number is stored as Source_Matter_Number__c on the deal. We attach the deal to the responsible attorney person and the client organization after resolving those records first.

Lexis Affinity matter statuses map to Pipedrive deal stages via a value-by-value lookup: Open maps to the first stage in your Pipedrive pipeline, Pending maps to a mid-stage, On Hold maps to a stalled stage, and Closed Won or Closed Lost maps to your terminal stages. Stage mapping is confirmed against your Pipedrive pipeline configuration before migration runs.

Lexis Affinity time entries linked to matters carry billable hours, rate, and a description. Pipedrive has no native time-tracking object. We store each time entry as a Pipedrive note attached to the deal, formatted as 'Hours: X.X | Rate: $Y | Description: ...' so the data is preserved and readable in Pipedrive's activity timeline.

Lexis Affinity billing records (invoices, payments, adjustments) have no Pipedrive equivalent. We preserve invoice amount, status, and date as custom fields on the deal (LA_Invoice_Amount__c, LA_Invoice_Status__c) so the financial history tied to each matter is accessible without rebuilding a billing module.

Trust account balances, transfers, and holdbacks in Lexis Affinity are compliance-critical data for law firms. Pipedrive has no trust accounting module. We map trust balance, last transfer date, and trust account number to custom fields on the deal so the data is preserved for your billing team to reconcile post-migration.

Documents attached to Lexis Affinity matters are downloaded and re-uploaded to the corresponding Pipedrive deal as Pipedrive Files. File name and original upload date are preserved as metadata. Large document sets may require staged ingestion due to Pipedrive's file size limits per plan.

Lexis Affinity conflict-check records (adverse party, check date, clearance status) have no Pipedrive equivalent. We create a custom pick-list field on the Pipedrive person record (Conflict_Status__c with values Clear, Review Required, Conflict Found) and map the adverse party to Conflict_Adverse_Party__c for your compliance team's reference.

Lexis Affinity custom fields on clients — bar_number, practice_area, licensed_jurisdiction — do not exist in Pipedrive's standard person schema. We create matching custom fields on Pipedrive persons before migration: bar_number as a text field, practice_area as a pick-list, and licensed_jurisdiction as a pick-list.

Lexis Affinity matter-level custom fields such as jurisdiction, billing_arrangement (hourly, flat, contingency), and case_type have no Pipedrive deal standard fields. We pre-create jurisdiction__c (pick-list), billing_arrangement__c (pick-list), and case_type__c (pick-list) on Pipedrive deals before migration so the mapping plan maps these fields correctly.

Lexis Affinity calendar entries and activity logs attached to matters map directly to Pipedrive activities. A Lexis Affinity phone call becomes a Pipedrive activity with type 'Call', a meeting becomes type 'Meeting', and an email log becomes type 'Email'. Original timestamps and the responsible attorney person are preserved on each activity.