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 Amicus Customer Support. If your MyCase subscription includes onboarding, a Data Conversion Analyst can assist you with formatting and organizing your data.
What can migrate
Only Clients, Matters, Time Entries and Expenses can be exported from Lawcus by the user.
How to migrate
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