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:
Click on the
Avatar Icon
, then clickSettings
.Click & open the
Apps & Integrations
section, then click onExport and Import
.Navigate to
Matters
, then theExport
section.
Uncheck the
All open matters
checkbox, then clickExport 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
Click on
Matters
from the left side menu.Filter out the closed matters by clicking on the
Closed Tab
.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.Once the required data is on the page, please click on the
Export button
and useExport to CSV
option.