Lawcus

MyCase allows you to export almost all of your data from the system.

To export data from MyCase, you must have access to an administrator account.

​To do a Full Export, follow the Instructions below

Open the <code>Settings</code> page by clicking on your name in the top right corner.

Select the <code>Import/Export</code> section in the menu on the left.

Click on <code>Full Backup</code>.

Select the file format as <code>CSV</code>.

Select <code>Include all firm cases</code>.

Click on <code>Create Backup</code>.

The backup will automatically be created in 10-15 minutes; after that, you can <code>Download</code> and share it with our migration team.

The full backup file has data for <code>Contacts</code>, <code>Matters</code>, <code>Messages</code>, <code>Calendars</code>, <code>Tasks</code>, <code>Time</code> &amp; <code>Expense Entries</code>, and <code>Balances</code>.

1. Open the <code>Settings</code> page by clicking on your name in the top right corner.
2. Select the <code>Import/Export</code> section in the menu on the left.
3. Click on <code>Full Backup</code>.
4. Select the file format as <code>CSV</code>.
5. Select <code>Include all firm cases</code>.
6. Click on <code>Create Backup</code>.
7. The backup will automatically be created in 10-15 minutes; after that, you can <code>Download</code> and share it with our migration team.
8. The full backup file has data for <code>Contacts</code>, <code>Matters</code>, <code>Messages</code>, <code>Calendars</code>, <code>Tasks</code>, <code>Time</code> &amp; <code>Expense Entries</code>, and <code>Balances</code>.

To Export the Lead, follow the Instructions below

Go to the <code>Leads</code> section and click on <code>Active</code>.

Click on <code>Export</code> Icon.

It will be available in the background tasks after a few minutes &amp; you can download it from there and share it with our migration team.

1. Go to the <code>Leads</code> section and click on <code>Active</code>.
2. Click on <code>Export</code> Icon.
3. It will be available in the background tasks after a few minutes &amp; you can download it from there and share it with our migration team.

Go to the <code>Leads</code> section and click on <code>Did Not Hire</code>.

1. Go to the <code>Leads</code> section and click on <code>Did Not Hire</code>.
2. Click on <code>Export</code> Icon.
3. It will be available in the background tasks after a few minutes &amp; you can download it from there and share it with our migration team.

Go to the <code>Leads</code> section and click on <code>Converted</code>.

1. Go to the <code>Leads</code> section and click on <code>Converted</code>.
2. Click on <code>Export</code> Icon.
3. It will be available in the background tasks after a few minutes &amp; you can download it from there and share it with our migration team.

How to export data from MyCase?

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How to export data from MyCase?

To do a Full Export, follow the Instructions below

To Export the Lead, follow the Instructions below

Active Leads

Did Not Hire Leads

Converted Leads

How to export data from MyCase?

​To do a Full Export, follow the Instructions below

To Export the Lead, follow the Instructions below

Active Leads

Did Not Hire Leads

Converted Leads

To do a Full Export, follow the Instructions below