How to Export Data from PCLaw

To export data from PCLaw, follow the instructions below:

Please note these instructions are for Version 14 or earlier of PCLaw.

Contacts:

1. Click File > Contact Manager

2. Click Export

3. 

4. Pick Layout Name > All

5. Click Change

6. 

7. Select the Common tab and check boxes for all fields:

8. Click the Other tab and check boxes for all fields:

9. Click Ok

10. Under File Format select CSV

11. Under Output File select Browse and pick a destination for saving

12. Click Export (Click the checkboxes for Contacts, Clients and Vendors before you export)

13. Click Yes when asked to save changes

14. Repeat steps 12 - 15 but select Word for Windows as the File Format. This will provide you with the headers for the CSV file.

Matters:

Open Matters:

1. Click File > Matter > Export

2. Pick Layout Name > OpenMatt

3. Click Change

4. 

5. Click Main Tab and check boxes for all fields except 'Disable updates with other software':

6. Select Address Tab and check boxes for all fields:

7. Select Selections and check boxes for all fields under sections 'Court' and 'File':

8. Click OK

9. Under File Format select CSV

10. Under Output File select Browse and pick a destination for saving

11. Leave the Name field as OpenMatt

12. Click Export

13. Click Yes when asked to save changes

14. Select Active Cases only

15. 

16. Click OK to start Export

17. Repeat steps 12 -19.

18. Select Word for Windows as the File Format. This will provide you with the headers for the CSV file.

Closed Matters:

To bring over please follow the steps above but apply the changes below:

1. On Step 10 change the Name field CloseMat

2. 

3. On Step 13 pick Inactive and/or Archived Cases only.

4. 

Unbilled Fees:

1. Click Data Entry > Register..

2. Select the Time tab.

3. Check the box next to Filters and Click Filters.

4. 

5. Select Unbilled and Click OK.

6. 

7. *Check that the date range is what you want and click select.

8. Click the Excel button

9. 

10. Pick an accessible destination and click Save

Unbilled Disbursements:

1. Click Reports > Client > Ledger...

2. Click on the Matter tab.

3. Fill out the fields as pictured below:

4. 

5. Click on the Other tab and only leave Disbs selected:

6. 

7. Click OK and the Report will start displaying on screen.

8. Wait until the Report is done. It will show Report Done in the bottom left.

9. 

10. Click export to Excel

11. 

12. Pick an accessible destination and click Save

Accounts Receivable (Outstanding Balances):

1. Click Reports > Accounts Receivable > Receivables by Client

2. On the Common tab select an End Date

3. Check the box for Matter Totals in order to show balances by matter

4. You can also filter by Attorney if desired

5. Click ok and the report will display on the screen

6. Review the report and once satisfied click export to Excel

Appointments/ToDos:

1. Click Data Entry > Register..

2. Select the Appointments tab.

3. Check that the date range is what you want and click OK.

4. Click the Excel button

5. Pick an accessible destination and click Save

6. Repeat steps 1 - 7 but select the Completed box in step 4.

Once the upload has been completed, inform your Customer Success Manager so we may begin the migration process.