Ensure seamless case management with Lawcus by importing your existing matters data from your previous practice management software.
Note: To successfully import matters into Lawcus, your CSV file must be structured correctly to match the provided Matters Import Sample. The file should have the following column order: Matter Name, Workflow Name, Stage Name, Number, Open Date (mm/dd/yyyy), Practice Area, Case Description, Matter Closed (TRUE or FALSE), Closed Date (mm/dd/yyyy), Due Date (mm/dd/yyyy), and Client Name.
Steps to Import Matters into Lawcus
Click on your
Avatar Icon, and selectSettingsfrom the dropdown.Expand
Apps and Integrations, and then chooseExport & Import.Navigate to the
Matterstab and select theImportoption.
To initiate the import process, click on the Outlined area to upload your data, or drag and drop your file within the outlined area.
Select the checkbox
Check for duplicate matter names, pipeline and stageif you check duplicates.
Import Contacts First (Optional): While importing contacts before matters is optional, it can streamline the process of associating matters with the relevant client contacts. If a client's details have not been imported, Lawcus will automatically create a new contact for them.
Workflow and Stage Requirements: Ensure that you have specified both the Workflow Name and Stage Name in your CSV file. Lawcus will generate new workflows and stages for you if they do not already exist in your account.