DEMO / BETA, fake data only. Do not enter real client information.
LexSteward DEMO — synthetic data
DEMO — SYNTHETIC DATA, NO REAL CLIENT INFORMATION
LexSteward Migration Theater
Summit Disability Advocates

spreadsheet · ssdi · US-OH — ready to migrate

2 staff 40 clients 40 matters 78 documents 25 invoices 23 events 21 notes

Watch the whole firm move over — live — in about twenty seconds.

Starting your migration…
spreadsheet legacy export
40
matters
40
contacts
78
docs

Records to migrate

SD-0001Greco — SSI Application
SD-0002Engel — Disability Appeal
SD-0003Navarro — ALJ Hearing
SD-0004Zhang — SSDI Claim
SD-0005Westbrook — SSI Application
SD-0006Novak — Disability Appeal
SD-0007Whitaker — ALJ Hearing
+ 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

Greco — SSI Application documents
Engel — Disability Appeal action
Navarro — ALJ Hearing review
Zhang — SSDI Claim negotiation
Westbrook — SSI Application intake
Novak — Disability Appeal 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.
  • 25 invoices on file — review and issue when you're ready.
Enter the workspace

Migration storyboard — Summit Disability Advocates

spreadsheet → LexSteward

1 · Day one

Your practice as it stands in spreadsheet — 40 matters, 40 clients, 78 documents — and your new LexSteward home.

2 · The move

Every record streams across: 2 staff, 40 clients, 40 matters, 25 invoices, 23 calendar events, 21 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