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 PCLaw 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
Custom fields
Unbilled time entries
Unbilled expenses
Tasks
Calendar events (single events only)
Unsent invoices
How to migrate
Contacts (Clients):
Click File > Contact Manager.
Click Export
Pick Layout Name > All.
Click Change
Select the Common tab and check all fields as shown below:
Click the Other tab and check all fields as shown below:
Click Ok.
Under File Format select CSV
Under Output File select Browse and pick a destination for saving.
Click Export (click the checkboxes for Contact, Client, and Vendor before exporting)
Click Yes when asked to save changes
Repeat steps 1-11 but select Word for Windows as the File Format. This will provide you with the headers for the CSV file.
Matters (Cases):
Open and Closed Matters can only be exported separately. We will review how to export open matters first:
Open Matters:
Click File > Matter > Export .
Pick Layout Name > OpenMatt
Click Change.
Click Main and check all the fields as show below.
Click Address and check all the fields as shown below.
Click Selections and check all the fields as shown below.
Click OK
Under File Format select CSV
Under Output File select Browse and pick a destination for saving
Leave the Name field as OpenMatt.
Click Export
Click Yes when asked to save changes.
Select Active Cases only.
Click OK to start Export
Repeat steps 1-14
Select Word for Windows as the File Format. This will provide you with the headers for the CSV file.
Closed Matters:
To bring over closed matters, please follow the steps for Open Matters, but apply the changes below:
On Step 4 change the Name field CloseMat
On Step 13 pick Inactive and/or Archived Cases only (depending on if you want to bring only one or both types of cases over).
Billing Item Exports:
Use reports functionality to review data sets then run a report and save to Excel.
Unbilled Time Entries:
Reports > Data Entry > Register.
Select the Time tab
Check filters box and click filters.
Select unbilled and click OK
Check that the date range is what you want and click select.
Click the Excel button
Pick an accessible destination and click Save.
Unbilled Expenses (Called "Disbursements" in PCLaw):
Click Reports> Client> Ledger...
Click on the Matter tab. (Click Advanced if the Matter tab is not present)
Fill out the fields as applicable.
Leave only Disbs selected and click on the Other tab:
Click OK and the Report will start displaying on the screen.
Wait until the Report is done. The bottom left corner will show Report Done.
Click the Excel button
Pick an accessible destination and click Save.
Accounts Receivable (outstanding balances) AND Trust Balances:
This Report contains both Outstanding and Trust Balances
Reports > Accounts Receivable > Receivable by Client
On the Common tab select an end date.
Check the box for Matter Totals if you want the balances to show by Matter
Filter by Attorney if necessary.
Click OK and the report will display on screen
Export to Excel