top of page

Migrate from LexPI

Universal Migrator makes leaving LexPI easy.

What migrates from LexPI?

Universal Migrator transfers all the following data and more.

Firm Data

Firm Locations
Users
Note Categories

Contacts

Contacts
Contact Addresses: Email Addresses
Contact Addresses: Postal Addresses
Contact Addresses: Phone Numbers
Contact Custom Field Definitions
Contact Custom Field Picklists
Contact Custom Field Values
Contact Notes
Contact Categories
Contact Categories <=> Participating Contact Relationships

Billing / AR

Expense Entry Categories
Expense Entry Custom Field Definitions
Expense Entry Custom Field Values
Expense Entries (Billed)
Expense Entries (Unbilled)
Rate Classes
Rate Classes <=> Participating User Relationships

Email / Chat / SMS

Communications
Communications <=> Matter Relationships
Communications <=> Participating Email Address Relationships
Communications <=> Participating User Relationships

Reminders

Reminders
Reminders <=> Related Calendar Entries

Custom Fields

Contact Custom Field Definitions
Contact Custom Field Picklists
Contact Custom Field Values
Matter Custom Field Definitions
Matter Custom Field Picklists
Matter Custom Field Values
Expense Entry Custom Field Definitions
Expense Entry Custom Field Values

Matters

Matters
Practice Areas
Matter Stages
Matter Custom Field Definitions
Matter Custom Field Picklists
Matter Custom Field Values
Matter Notes
Matters <=> Participating Contact Relationships
Matters <=> Participating User Relationships

Documents

Document Categories
Folders
Documents
Document Versions: Current Version

Calendar & Events

Calendar Entry Categories
Calendar Entry Categories <=> Related Calendar Entries
Calendar Entries
Calendar Entries <=> Participating Contact Relationships
Calendar Entries <=> Related Matter Relationships

Need More?

More Available on Request

Where can I migrate LexPI to?

LexPi
Animated Chevron (1).gif
Animated Chevron (1).gif

Your app not listed?  Request a new destination.

What a Migration Specialist Should Know

about 

LexPi

LexPi is a:


This means LexPi typically runs as desktop software within the firm's office on employee PCs, however, some firms may use an IT provider that hosts LexPi on a remote server in a remote datacenter. In this scenario, firm members may RDP, TeamViewer, RemoteApp, or Screen Connect to a remote PC where they access LexPi. In this scenario, some people may say that LexPi runs 'in the cloud', however, it is really just a desktop application running on someone else's equipment.

Desktop-Based Application

Universal Migrator extracts data from LexPi via:

Database Connections

LexPi uses the following database backend:

Clarion TopSpeed

The following credentials are required:


The Migration Specialist will need an Administrator username and password into LexPi in order to extract your data.

Admin LexPi Credentials

The computer used to migrate from LexPi:


Because data is extracted from the LexPi database, the migration can be run from anywhere with access to a backup of the database.

Can be located Anywhere

In order to migrate from LexPi:


A member of the firm will need to complete a small spreadsheet mapping users from LexPi to users in the new system.

The Firm Administrator must complete a User Mapping spreadsheet.

Backing up communications from LexPi includes:

Email Messages

The following people are required for a migration from LexPi:


The Migration Specialist is the person who will be performing this migration. They may be a member of Universal Migrator's own Internal Migration Team or any IT professional who has completed the Universal Consultant training program.

Migration Specialist


The Firm Administrator is a member of the law firm who can serve as a dedicated point of contact, make decisions, and answer any questions the Migration Consultant may have. This person should be readily available and is typically the managing partner or office manager of the firm.

Firm Administrator


The Firm IT Administrator is the person responsible for setting up and managing the firm's IT equipment. Sometimes this is an employee of the firm but usually this is an employee of a third-party IT services provider.

Firm IT Administrator

To migrate from LexPi, the Migration Specialist needs:

A Universal Migrator Subscription

Migration tools for LexPi are available to:

IT Professionals with an active Diamond Migration Specialist subscription

What Should I Expect When Migrating?

Have more questions?  Get in-depth answers from a member of our team.

Migrate like MedTech.

Migrate like MedTech.

Have you ever wondered how competing hospital systems running different software applications seamlessly transfer millions of complex medical records every single day?
Universal Migrator uses the same approach to facilitate seamless data migrations for law firms.

Zero Downtime.

Zero Downtime.

Universal Migrator facilitates seamless migrations. You will never be unable to work and will always have access to all your data through the migration experience.

No Mistakes - No Human Error - Ever.

No Mistakes - No Human Error - Ever.

Universal Migrator uses a "playbook" to facilitate seamless migrations.
This means computers follow the exact same steps every single time.

Zero Headaches.

Zero Headaches.

Universal Migrator has helped thousands of firms transition between platforms.
Our battle-tested experience guarantees a pain-free experience.

Universal Migrator transfers Big & Small Firms

Universal Migrator handles projects of all sizes.

1000+ Attorneys

300,000 Documents

100+ Staff

100+ Staff

4 Staff

8 Staff

800,000+ Documents

7 Locations

14 Locations

2 Locations

4 Locations

10,000,000+ Documents

bottom of page