spreadsheet → fully reconciled. Everything below is in the workspace now.
Records to migrate
Matters — populating
Calendar
Billing
spreadsheet → LexSteward
Your practice as it stands in spreadsheet — 120 matters, 120 clients, 243 documents — and your new LexSteward home.
Every record streams across: 4 staff, 120 clients, 120 matters, 72 invoices, 62 calendar events, 78 notes.
Matters list, calendar, and billing rebuild in real time — nothing left behind.
Every record is checked on the way in, and rollback stays one click away — no questions asked.
Your firm's in. Ward surfaces what may need you — matters to review for deadlines, a settlement demand to handle, invoices to issue — and you confirm each one.