Lawcus provides a comprehensive platform to streamline this process. When it comes to exporting custom fields within Lawcus, ensuring you have the right data at your fingertips is essential.
Steps to export custom fields:
1. Navigate to 'Matter' and select 'List View.'
2. You can add the column you need. Including custom fields.
3. Choose 'All Matters' or apply specific filters as needed.
4. Click on 'Export' and choose either CSV or Excel format for your export.
Additionally, for a comprehensive data export, follow these steps:
Click on the avatar icon and settings.
Click on Apps and Integration
3. Go to Export and Import.
You'll receive a CSV file via email. For a detailed guide, refer to our data export & import video video available on YouTube.