Exporting matter information from Lawcus allows you to migrate to a new case management software or any other legal Software-as-a-Service solution, ensuring that all matter information is kept in one place. Additionally, exporting matter data allows you to analyze the information to make informed business decisions.
Bulk-exporting Matters' Information Out of Lawcus
Steps to export All Matters' Data from Lawcus:
Click on the
User Avatar
and selectSettings
.Navigate to the
Apps and Integrations
section, and then click onExport & Import
.Within the
Export & Import
section, click on theMatters
tab, and then select theExport
tab.Select the checkboxes
All open matters
AND/ORAll closed matters
, then click theExport matters
button to initiate the export process.You will receive an
email
with aCSV Copy
of the matters' data attached. Check your email inbox for this email.
Exporting Matter Data from Selected Pipeline & Stage
Go to
Matters
from the left side.Select the desired pipeline by clicking on the
Pipeline Tab
on the top.Click on the
Ellipsis Icon
next to theStage Name
, then selectExport to CSV
from dropdown options.Check your mailbox for the email containing the exported CSV file. Download and open the CSV file to access the exported data.
Note: Please be aware that this method only exports the matters within the selected pipeline & selected stage.
Note: You can always use the filter option to further narrow down your data.
Exporting Matter Data from the Matter Page
Go to
Matters
from the left side.Select
All Tab
for all matters,Open Tab
for all open matters, andClosed Tab
for all closed matters.Click on the Export option on the top and select Export to CSV option.
Check your mailbox for the email containing the exported CSV file. Download and open the CSV file to access the exported data.
Just like any other instances, use the Filter Option
to further narrow down your results to export
FAQ Section
FAQ1: Is it possible to filter cases by status when exporting matters into a CSV file?
Answer: Yes, you can. Select the Open
or Closed
tab and Export
the data.