Transitioning from a previous software to Lawcus is a strategic move to enhance the efficiency of your legal practice. This guide explores the steps to import custom fields from your previous software to Lawcus, making your transition smooth and effective.
1. Goto Settings > Firm Settings.
2. Select Custom Fields, click on the Import from CSV option, and select your import file.
This will redirect you to a page that shows all the headers that need to be on the CSV file. You need to prepare a CSV file and add your custom field details using these headers.
If you have any questions or require guidance during the import process, please feel free to contact us at email@example.com. We're here to support you every step of the way.