No interruption to work
The test migration runs alongside your existing system, so the firm works as normal while the results are checked.
Migration
Move to Lexeya without losing your business history
Your existing data has value. That is why migration is not just a technical transfer of files but a controlled business process.
Five steps
How the move works
Each step has a clear result and needs your sign-off before the next one. Live data is transferred only once the test migration has been checked.
- 1
Analysis of the existing system
A review of data sources, the structure of records, documents and business rules.
- 2
Data mapping
Agreement on how existing data is transferred into the Lexeya structure.
- 3
Test migration
Transfer of a selected data set and a check of the results.
- 4
Review
A joint check of the data and correction of any discrepancies.
- 5
Final cut-over
The agreed transfer of live data and the start of work in Lexeya.
What is transferred
Data that can be transferred
The scope of the transfer depends on how data is recorded in your existing system. During the analysis we work out together what can be transferred automatically, what needs tidying up and what stays in the archive.
- clients
- contacts
- matters
- documents
- deadlines
- notes
- users
- historical data, where technically possible
Checked with you
Together we compare a sample of matters and clients with the old system before the final cut-over.
An agreed cut-over date
The final transfer is planned for a date that puts the least strain on the firm.
Onboarding the team
Users receive instructions for working in Lexeya before their first working day in the new system.
Questions and answers
Frequently asked questions
Which systems can data be transferred from?
From most systems that hold data in a database, in spreadsheets or in an export in a standard format. Exactly what can be transferred is established in the first step, the analysis of the existing system.
How long does migration take?
It depends on the volume of data, the number of sources and how well organised they are. You receive an outline plan with dates after the analysis and data mapping.
What if an error is found after the transfer?
That is why there is a test migration and a joint review before the final cut-over. Discrepancies are corrected before the firm starts working in Lexeya.
Do we have to transfer all historical data?
Not necessarily. Sometimes it is better to transfer active matters and clients and keep older data in an archive. This is agreed in the mapping step.
Talk to us about migration
Tell us which system you use today and how much data you have, and we will propose a plan for the move.
Contact us