Migrate from Lexis Affinity to Twenty CRM

Lexis Affinity contacts (individuals associated with matters) map directly to Twenty CRM's People object. Email is the unique identifier used for deduplication and owner resolution. Phone, job title, and address fields map field-by-field. Original create dates are preserved in a custom datetime field since Twenty's CreatedDate is set at migration time.

Lexis Affinity organizations map to Twenty CRM's Companies object. Company name, domain/website, industry, and employee count translate directly in a one-to-one field mapping. The domain field serves as a unique key for deduplication when importing People records with companyId lookups. FlitStack validates domain uniqueness across the existing Twenty workspace before committing the company batch to prevent duplicate organization records.

Lexis Affinity matters are the core legal work unit — they link clients, documents, billing, and activities. In Twenty CRM, matters become Opportunities with the matter name as the Opportunity name. Matter status (open, closed, pending) maps to Opportunity stage. Matter-specific fields (practice area, court, judge) become custom fields on the Opportunity record. Notes on the Opportunity carry the matter description and key facts.

Matter participants (attorneys, paralegals, opposing counsel) associated with a matter in Lexis Affinity are imported as People records and linked to the corresponding Opportunity via Twenty's opportunity relations. The participant role is stored as a custom field on the relation.

Lexis Affinity time entries (billable hours logged against a matter) become Tasks in Twenty CRM. The task description includes the time entry narrative. Billable amount maps to a custom currency field. Time entry date is preserved as the task due date or completion date. Non-billable entries map to standard Tasks without the billable flag.

Documents attached to Lexis Affinity matters are downloaded and re-uploaded as Note attachments in Twenty CRM, linked to the corresponding People, Company, or Opportunity record. File size limits apply (Twenty's default upload limit). Inline images are extracted and rehosted. Document naming conventions from Lexis Affinity are preserved in the Note title.

Lexis Affinity's trust accounting module (client trust accounts, controlled money registers, interest calculation) has no native equivalent in Twenty CRM. Trust balance, trust account number, and interest-earned fields are created as custom fields on the People or Company record. Firms should plan to handle trust accounting reconciliation in a separate tool or spreadsheet post-migration.

Lexis Affinity allows custom data forms on matters (practice area codes, court identifiers, statutory provisions). Each custom matter field requires a corresponding custom field created in Twenty CRM under Settings → Data Model before the Opportunity import runs. Custom field creation is sequenced ahead of the migration so the schema is ready before data lands.

Lexis Affinity workflows, conflict check sequences, and matter initiation automations do not migrate. Twenty CRM's workflow builder can replicate some routing logic, but legal-specific automation must be rebuilt. FlitStack exports workflow definitions as a reference document for the firm's Twenty admin.

Lexis Affinity generates invoices tied to time entries and matter billing rules. Twenty CRM has no native billing or invoicing module. Invoices can be rebuilt as a custom object with line items referencing Opportunities and People, or handled entirely in a separate billing tool such as LawPay, Clio Billing, or QuickBooks. FlitStack flags all invoice records for manual handling, preserves the billing data in a staging CSV, and provides a detailed mapping reference document so the firm's admin can reconstruct invoice history in their chosen billing platform post-migration.

Lexis Affinity records activities (calls, emails, meetings) against matters. These become Tasks in Twenty CRM linked to the corresponding People or Opportunity. Original timestamps and owners are preserved. Meeting records with duration map to Tasks with a completion date.

Lexis Affinity user accounts are matched to Twenty CRM workspace members by email address. Before migration, Twenty workspace members must be invited and active — user references in records require an existing Twenty user. Unmatched owners are flagged and assigned to a fallback member.