Migrate from Lexis Affinity to Zoho CRM

Lexis Affinity clients map directly to Zoho CRM Accounts. The client name, address, phone, and primary contact information migrate as Account fields. Multi-matter clients retain all related Deals in Zoho once the matter-client linkage is established through the linking module.

Attorney and staff records in Lexis Affinity map to Zoho CRM Contacts. Email addresses are the key field for owner resolution—each Contact with an email matching a Zoho user becomes that user's owned record. Unmatched attorneys get flagged before migration for manual assignment.

Lexis Affinity matters are the core legal record and don't have a direct Zoho CRM equivalent. We create a custom 'Matters' module in Zoho CRM to hold matter-level data (matter number, practice area, client reference) and link it to the Account via Zoho's linking module relationship. This preserves the matter hierarchy.

The matter-to-client link in Lexis Affinity maps to the Deal-Account lookup in Zoho CRM. Each matter (Deal) is linked to its originating client (Account) through the standard lookup field. This preserves the N:1 relationship structure where a single client can关联 multiple matters, ensuring all historical matter associations remain intact after migration and are visible within the Account record's related list.

Documents attached to matters in Lexis Affinity are exported as files and re-uploaded to Zoho CRM as Attachments on the corresponding Matters module record. FlitStack exports the complete document inventory including file names, matter references, and original storage paths, generating a re-upload manifest. File size limits apply—Zoho caps per-file upload at 10MB for standard accounts, so large documents may require compression or splitting before upload via Zoho's bulk file API.

Lexis Affinity time entries (date, duration, attorney, matter, description) don't have a native Zoho equivalent. We migrate time entry data as custom fields on the Contact record or as Zoho Tasks with custom fields capturing billing rate and matter reference. Firms can also opt for a dedicated custom Time Entries module.

Lexis Affinity billing records (invoice number, amount, status, payment date) migrate as custom fields on the Matter (Deal) record in Zoho CRM. Since Zoho CRM has no native invoicing, invoice-level detail lives as structured custom fields; firms requiring full billing migrate to Zoho Books separately.

Lexis Affinity practice-specific fields (billing rate per attorney, practice area, client classification tier) have no Zoho CRM standard field equivalent. We create custom fields on the Account module for client-level data and on the Matters module for matter-level data during the migration setup phase.

Lexis Affinity workflows (conflict check sequences, matter opening approvals, billing automation) do not transfer to Zoho CRM. We export the workflow definitions as a reference document for your Zoho admin to rebuild using Blueprint or Deluge scripts. This is disclosed upfront as part of the migration scope.

Lexis Affinity saved reports and dashboards are platform-specific configurations that don't migrate. The underlying data (matters, clients, time entries) transfers; report definitions must be rebuilt in Zoho CRM's analytics module. We provide a data dictionary so Zoho reports replicate the same fields.

Lexis Affinity user records map to Zoho CRM Users. Owner resolution happens by matching the email address in Lexis Affinity's owner field to the email of an active Zoho CRM user. Deactivated users in Lexis Affinity are flagged; their records get assigned to a fallback owner before migration.