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Migrating from ProLaw

Prepare to export your ProLaw data for a seamless import into MyCase. Learn the essential file formatting rules to ensure a successful data migration.

Overview

To ensure a smooth migration into MyCase, your files must be exported in .csv or .xlsx format, have headers only in the top row, and contain no duplicate entries. If you need help meeting these requirements, contact ProLaw Customer Support. If your MyCase subscription includes onboarding, a Data Conversion Analyst can assist you with formatting and organizing your data.

What can migrate

  • Contacts

  • Cases

  • Unbilled time entries

  • Unbilled expenses

  • Calendar events (single events only)

  • Unsent invoices

With Prolaw, users can retrieve a file called a “.bak” file from their Local Server. Users will need to backup the .bak file and then send it to their MyCase data migration specialist.


​Important Information:

How to migrate

Export Steps:

  1. Open SQL Server Management Studio Express and connect to the SQL server.

  2. Expand Databases.

  3. Right-click on the database you want to back up, then select Tasks > Back up. (This is not available for version 2018/2019)

  4. On the Back Up Database window, make sure the Database field contains the name of the database you want to back up.

  5. Select the Backup Type. By default, it is Full - leave it set to that.

  6. Click Remove to remove the default/last backup file name.

  7. Click Add to open the Select Backup Destination window.

  8. Click [...] next to the File Name field.

  9. On the Locate Database Files window, select the folder where you want the backup file to go. By default, it is ..\Microsoft SQL Server\MSSQL.1\MSSQL\Backup.

  10. In the File Name field, type the name for this backup, with a .bak extension. For example, xyz_20080221.bak for a backup of the XYZ database created on 21 February 2008.

  11. Click OK to close the Locate Database Files window.

  12. Click OK to close the Select Backup Destination window.

  13. Click OK to start the backup. The progress icon displays in the lower-left corner, and a ‘completed successfully’ message displays when it's done.

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