Migrate from Lexis Affinity to Salesforce Sales Cloud

Lexis Affinity contacts are mapped to Salesforce Contacts with a primary AccountId linking to a Salesforce Account created from the client's organisation name. For solo-client contacts without a company, a default 'Individual Client' Account is used so every Contact has a valid AccountId parent in Salesforce.

A Lexis Affinity Matter maps to a Salesforce Case when it is a legal matter (dispute, transaction, advisory). When the matter has an active fee arrangement with a billable amount, it also generates a Salesforce Opportunity so the financial pipeline is visible in Salesforce reporting alongside the operational case record.

Each time entry becomes a Salesforce Task with the billable hours stored in a custom numeric field (Billable_Hours__c), the billing rate preserved in Rate__c, and the total calculated amount in Billed_Amount__c. The Task.Subject carries the time-entry description; Task.ActivityDate carries the entry date.

Lexis Affinity invoices map to a Salesforce Opportunity for the billing relationship plus a custom Invoice__c object created on the fly. Invoice number, date, line items, and total are stored in the custom object; the Opportunity Amount is updated to match the invoice total so Salesforce pipeline reporting reflects the billing event.

Salesforce has no native trust-accounting model. We create a custom Trust_Ledger__c object with fields for Client__c (lookup to Contact), Account_Type__c (operating, IOLTA, or client trust), Transaction_Date__c, Description__c, Debit__c, and Credit__c. Your bookkeeper reconciles this ledger post-migration against your bank statements.

Matter documents are re-uploaded as Salesforce Files attached to the corresponding Case record. We preserve file name, version number, and uploader in ContentDocument metadata. Inline images embedded in document metadata are extracted and re-hosted separately in Salesforce Files storage to maintain accessibility and preserve the original visual content associated with each matter file.

Lexis Affinity party roles of all types (opposing counsel, expert witness, vendor) are merged into Salesforce Contacts. A custom Role__c pick-list field on the Contact records the party role so your team can filter by role type. Opposing counsel organisations map to Account records with their Contact as the person record.

Lexis Affinity DataForms that define custom fields per matter type are evaluated for 1:1 Salesforce custom field creation. Fields that appear across all matter types get their own __c field. Fields unique to one matter type are serialised into a Matter_DataForms__c long-text field as JSON for reference, with a note to your admin to create dedicated fields if needed.

Lexis Affinity calendar events map to Salesforce Events with original start and end times, owner resolved by email match, and the Case or Contact record as the WhatId parent. Deadlines and court dates stored as matter milestones map to Salesforce Events with a ReminderDateTime set per the original deadline.

Conflict check results have no native Salesforce equivalent, so we store the conflict check date, result (cleared, conflict found, or requires review), and all parties checked in a custom Conflict_Check__c field on the Account record for audit and compliance purposes. This preserves the audit trail even though automated conflict checking cannot be re-run natively in Salesforce.

Lexis Affinity staff and attorney records are matched to Salesforce Users by email address lookup. Any staff member without a matching Salesforce User is flagged before migration with their associated matter count so your team can decide whether to create a User or reassign their matters to a fallback attorney owner before migration proceeds.

Lexis Affinity stores per-attorney and per-matter-type billing rates in the rate schedule. We create a custom Billing_Rate__c object with a lookup to the User record, matter_type pick-list, and rate_amount currency field. This allows time entries in Salesforce to reference the correct rate when calculating billable amounts per attorney and matter type combination.