The objective of this article is to export your data from Lawcus to be imported into MyCase. Please note that the success of your data migration into MyCase depends on the quality of your data set. This includes exporting your data in .csv or .xlsx format, ensuring headers are in the top row of the spreadsheet, and removing duplicate entries. If you are unsure as to how to format your data, please reach out to a Customer Support representative for assistance. If eligible for onboarding services, a Data Migration Specialist will assist you in the formatting and organizing of your data.
Only Clients, Matters, Time Entries and Expenses can be exported from Lawcus by the user.
Contacts (Clients):
For Clients click user profile (upper right corner)
Click on Settings from the drop down menu
Click on Apps & Integrations > Export and Import
Select Clients > select Export > Export Contacts
Exported Clients will be in .xlsx format
Matters (Cases):
Follow steps 1-3 of exporting Contacts
Select Matters > select Export > Check the box for all open Matters and all closed Matters > Export Matters
Exported Matters will be in .xlsx format
Time Entries:
Follow steps 1-3 of exporting Contacts
Select Time Entries > select Export > Export Time Entries
Exported Time Entries will be in .xlsx format
Expenses:
Follow steps 1-3 of exporting Contacts
Select Expenses > select Export > Export Expenses
Exported Expenses will be in .xlsx format