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How to export closed matters as CSV file?
How to export closed matters as CSV file?

Export closed matters data to use them further.

Maninder Kaur avatar
Written by Maninder Kaur
Updated over 3 weeks ago

Historical data analysis sometimes brings new perspectives to decide on future and existing matters. While periodic and data-driven reviews are existential, the users normally get questions about how many matters got closed in the said period, how many were by certain originating attorneys, etc.

As a Lawcus user, you can get that answer when exporting closed matters' data from your account to a CSV file format.

Exporting closed matters into a CSV file

To export closed matters to a CSV file:

  1. Click on the Avatar Icon, then click Settings.

  2. Click & open the Apps & Integrations section, then click on Export and Import.

  3. Navigate to Matters, then the Export section.

  4. Uncheck the All open matters checkbox, then click Export matters. You will receive a link to download the required data via an email shortly. It is as simple as that.​

Alternative way to export closed matter details into a CSV file

  1. Click on Matters from the left side menu.

  2. Filter out the closed matters by clicking on the Closed Tab.

  3. You can further Filter the info present on the page to get more accurate data. For example, you can do a date range filter to filter out more accurate data. Similarly, other filter fields can be used based on your requirement.

  4. Once the required data is on the page, please click on the Export button and use Export to CSV option.

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