Lawcus

Migrating your data from PracticePanther to Lawcus is a critical step in transitioning to a new legal practice management system. This guide will walk you through the process, ensuring a smooth and successful data migration.

The exporting functionality for some features depends on the subscription plan you have on Practice Panther.

​Steps to Export Data from PracticePanther

Click <code>Matters</code> in the menu bar at the top of your screen.

1. Assigned To: Any User
2. Originated By: Any User
3. Status: Any
4. Tags: No Tag should be selected
5. Created Date: All Time
6. <code>Choose Column</code>: All columns should be selected.

After that, click on the <code>Export Icon</code> followed by <code>Export All</code>.

1. Click <code>Matters</code> in the menu bar at the top of your screen.
2. Set the <code>Filters</code>:
 1. Assigned To: Any User
 2. Originated By: Any User
 3. Status: Any
 4. Tags: No Tag should be selected
 5. Created Date: All Time
 6. <code>Choose Column</code>: All columns should be selected. 
3. After that, click on the <code>Export Icon</code> followed by <code>Export All</code>.

Click <code>Contacts</code> in the menu bar at the top of your screen.

1. Select All Contacts
2. Assigned To: Any User
3. Status: Active
4. Tags: No Tag should be selected
5. Created Date: All Time
6. Choose Column: All columns should be selected.

After that, click on the <code>Export Icon</code> followed by <code>Export All</code>. ​

1. Click <code>Contacts</code> in the menu bar at the top of your screen.
2. Set the <code>Filters</code>:
 1. Select All Contacts
 2. Assigned To: Any User
 3. Status: Active
 4. Tags: No Tag should be selected
 5. Created Date: All Time
 6. Choose Column: All columns should be selected.
3. After that, click on the <code>Export Icon</code> followed by <code>Export All</code>. ​

Click <code>Time Entries</code> in the menu bar at the top of your screen.

1. Billed By: Any User
2. Status: Any
3. Tags: No Tag should be selected
4. Date Range: All Time
5. Choose Column: All columns should be selected.

After that, click on the <code>Export Icon</code> followed by <code>Export All</code>.

1. Click <code>Time Entries</code> in the menu bar at the top of your screen.
2. Set the <code>Filters</code>:
 1. Billed By: Any User
 2. Status: Any
 3. Tags: No Tag should be selected
 4. Date Range: All Time
 5. Choose Column: All columns should be selected.
3. After that, click on the <code>Export Icon</code> followed by <code>Export All</code>.

Click <code>Billing</code> in the menu bar at the top of your screen. Then select <code>Expenses</code> from the dropdown.

After that, click on the <code>Export Icon</code> followed by <code>Export All</code>.​

1. Click <code>Billing</code> in the menu bar at the top of your screen. Then select <code>Expenses</code> from the dropdown.
2. Set the <code>Filters</code>:
 1. Billed By: Any User
 2. Status: Any
 3. Tags: No Tag should be selected
 4. Date Range: All Time
 5. Choose Column: All columns should be selected.
3. After that, click on the <code>Export Icon</code> followed by <code>Export All</code>.​

Click <code>Billing</code> in the menu bar at the top of your screen. Then select <code>Flat Fees</code> from the dropdown.

After that, click on the<code> Export Icon</code> followed by <code>Export All</code>.

1. Click <code>Billing</code> in the menu bar at the top of your screen. Then select <code>Flat Fees</code> from the dropdown.
2. Set the <code>Filters</code>:
 1. Billed By: Any User
 2. Status: Any
 3. Tags: No Tag should be selected
 4. Date Range: All Time
 5. Choose Column: All columns should be selected.
3. After that, click on the<code> Export Icon</code> followed by <code>Export All</code>.

Click <code>Billing</code> in the menu bar at the top of your screen.

Then select <code>Items</code> from the dropdown.​

Choose Column: All columns should be selected.

After that, click on the <code>Export Icon</code> followed by <code>Export All</code>.

1. Click <code>Billing</code> in the menu bar at the top of your screen.
2. Then select <code>Items</code> from the dropdown.​
3. Choose Column: All columns should be selected.
4. After that, click on the <code>Export Icon</code> followed by <code>Export All</code>.

Click <code>Billing</code> in the menu bar at the top of your screen. Then select <code>Invoices</code> from the dropdown.

1. Select All Invoices
2. Assigned To: Contact
3. Select Any User
4. Tags: No Tag should be selected
5. Date: Bill Date
6. Time: All Time
7. Status: Any
8. Choose Column: All columns should be selected.

1. Click <code>Billing</code> in the menu bar at the top of your screen. Then select <code>Invoices</code> from the dropdown.
2. Set the <code>Filters</code>:
 1. Select All Invoices
 2. Assigned To: Contact
 3. Select Any User
 4. Tags: No Tag should be selected
 5. Date: Bill Date
 6. Time: All Time
 7. Status: Any
 8. Choose Column: All columns should be selected.
3. After that, click on the <code>Export Icon</code> followed by <code>Export All</code>.

From Activities, you can export Tasks, Events, Calls, Emails, Notes, Secure Messages, and Text Messages.

Click <code>Activities</code> in the menu bar at the top of your screen.

1. Select All Activities
2. Status: Any
3. Assigned To: Any User
4. Created By: Any User
5. Tags: No Tag should be selected
6. Date Range: Any Time

After that, click on the <code>Export Icon</code> followed by <code>Export All</code>.

1. Click <code>Activities</code> in the menu bar at the top of your screen.
2. Set the <code>Filters</code>:
 1. Select All Activities
 2. Status: Any
 3. Assigned To: Any User
 4. Created By: Any User
 5. Tags: No Tag should be selected
 6. Date Range: Any Time
3. After that, click on the <code>Export Icon</code> followed by <code>Export All</code>.

Let's understand this with Trust Account Reconciliation Report.

Click <code>Reports</code> in the menu bar at the top of your screen.

Then select <code>Payments</code>.

Look for the <code>Trust Account Reconciliation Report</code> and click on <code>View</code>.

Select a date 2 days later and then <code>Export</code>.

1. Click <code>Reports</code> in the menu bar at the top of your screen.
2. Then select <code>Payments</code>.
3. Look for the <code>Trust Account Reconciliation Report</code> and click on <code>View</code>.
4. Select a date 2 days later and then <code>Export</code>.

Note: If there are multiple bank accounts, please download the report for each bank account.

Migrating Data from PracticePanther to Lawcus: A Step-by-Step Guide

How to Export Data from Practice Panther?

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How to Export Data from Practice Panther?

Steps to Export Data from PracticePanther

Steps to Export Matters

Steps to Export Contacts

Steps to Export Time Entries

Steps to Export Expenses

Steps to Export Flat Fees

Steps to Export Items

Steps to Export Invoices

Steps to Export Activities

Steps to Export Reports

How to Export Data from Practice Panther?

​Steps to Export Data from PracticePanther

Steps to Export Matters

Steps to Export ​Contacts

Steps to Export Time Entries

Steps to Export Expenses

Steps to Export Flat Fees

​Steps to Export Items

Steps to Export Invoices

Steps to Export Activities

Steps to Export Reports

Steps to Export Data from PracticePanther

Steps to Export Contacts

Steps to Export Items