DEMO / BETA, fake data only. Do not enter real client information.
LexSteward DEMO — synthetic data
DEMO — SYNTHETIC DATA, NO REAL CLIENT INFORMATION
Migration complete
Kowalski & Associates is live on LexSteward

Clio (representative) → fully reconciled. Everything below is in the workspace now.

1 staff 40 clients 40 matters 89 documents 24 invoices 18 events 33 notes
Enter the workspace
Starting your migration…
Clio (representative) legacy export
40
matters
40
contacts
89
docs

Records to migrate

K&-0001Whitfield v. Metro Mutual (WCB)
K&-0002Ortega — SLU Evaluation
K&-0003Varga — Occupational Injury
K&-0004Nguyen — WC Claim
K&-0005Pruitt v. Granite...
K&-0006Halvorsen — SLU Evaluation
K&-0007Gallardo — Occupational Injury
…+ 33 more
LexSteward your new workspace
0
Staff
0
Clients
0
Matters
0
Docs
0
Invoices
0
Events
0
Notes
$0
Fees on file

Matters — populating

Whitfield v. Metro Mutual (WCB) documents
Ortega — SLU Evaluation action
Varga — Occupational Injury review
Nguyen — WC Claim negotiation
Pruitt v. Granite Logistics (WCB) intake
Halvorsen — SLU Evaluation documents

Calendar

1
2
3
4
5
6
7
8
9
10
11
12
13
14

Billing

Your firm's in. Here's what Ward would surface.
  • Matters that may need a deadline review — Ward flags them, you confirm each one.
  • A settlement demand to handle — Ward can prep a draft for your approval.
  • 24 invoices on file — review and issue when you're ready.
Enter the workspace

Migration storyboard — Kowalski & Associates

Clio (representative) → LexSteward

1 · Day one

Your practice as it stands in Clio (representative) — 40 matters, 40 clients, 89 documents — and your new LexSteward home.

2 · The move

Every record streams across: 1 staff, 40 clients, 40 matters, 24 invoices, 18 calendar events, 33 notes.

3 · Surfaces populate

Matters list, calendar, and billing rebuild in real time — nothing left behind.

4 · Reconcile

Every record is checked on the way in, and rollback stays one click away — no questions asked.

5 · Ward's first brief

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.

Enter the workspace