Lawcus allows you to import large amounts of clients, leads, and other legal stakeholders' information into your account within a few clicks. All that is necessary is that the information to be imported is accessible in a .csv file format.
Steps to Import Contacts to Lawcus
Click on the
Avatar Iconand tapSettings.Expand
Apps and Integrationssection, then clickExport & Import.Navigate to the
Clientstab, then theImporttab.Click on the
Drop file here, or click to select fieldsection to choose the desired file on your system. You can alsoDrag & Dropfrom your system to import data.Select the
Check for duplicatecheckbox to run a duplicate check on first name (person), last name (person), name (company), and email.
Note: The data import file must have the following column order:
First Name
Last Name
Name (for Type 'Company')
Type ('Company'/'Person', if left empty, will be set to 'Person')
Title
Primary Email
Primary Phone
Emails (can contain multi-values separated by the; character)
Phones (can contain multi-values separated by the; character)
Addresses (can contain multi-values separated by the character).
Please note that all data on the Addresses above will come to the street address fields.
Here's a downloadable sample file for your reference and consideration.