Lawcus allows you to import your data from your previous case management software.

  1. Go to Settings --> Export & import --> Matters

  2. Click on Import

  3. Upload your data, please refer sample file here

File must have the following column order: Matter Name, Workflow Name, Stage Name, Number, Open Date (m/dd/yyyy), Practice Area, Case Description, Matter Closed (TRUE or FALSE), Closed Date (m/dd/yyyy), Due Date (m/dd/yyyy), Client Name.

Workflow name and Stage name are required. If a workflow or stage don't exist, we will generate the new workflow and stage for you.

Cline Name is not required. If a client doesn't exist, we will generate a new person contact for you.

Download the sample file.

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