Skip to main content

How to Export Data from Caret Legal

This article goes over how to export your data from Caret Legal for use in the data migration process.

Jesus Diaz avatar
Written by Jesus Diaz
Updated over a month ago

Contacts:

  1. Click contacts in the left column.

  2. Click Export. Depending on the volume of your contacts, the export may be sent via email to the Caret Legal user's email address.

Matters:

  1. Click matters in the left column.

  2. Click View and create a new View.

  3. Check all the boxes.

  4. Click the view that you created and select the matter status filter:

    • Open: Only open matters

    • Pending: Only pending matters

    • Closed: Only closed matters

    • All: Includes all matters (Open, Pending, and Closed)

  5. Click Download Spreadsheet.

Time entries:

  1. Click Time Entries.

  2. Select Invoice Status = Not Invoiced.

  3. Click Download Spreadsheet.

Flat fees:

  1. Click Flat Fees.

  2. Select Invoice Status = Not Invoiced.

  3. Click Download Spreadsheet.

Expenses:

  1. Click Expenses.

  2. Select Invoice Status = Not Invoiced.

  3. Click Download Spreadsheet.

Accounting (invoices):

  1. Click Accounting.

  2. Set filter as: invoices, and payments = Open.

  3. Click Download Spreadsheet.

Tasks, notes, and calendar entries:

  1. Open Caret Legal under an account that has full access.

  2. Click the dropdown menu next to your name.

  3. Click Firm Settings.

  4. Under Your Zola Account, click Export.

  5. Select location, typically Downloads.

  6. Click Export.

Did this answer your question?