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



