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 and Matters:

1. Click File > Matter > Export

2. Pick Layout Name > OpenMatt

3. Click Change

4. Click Main Tab and check all fields

5. Select Address Tab and check all fields

6. Click OK

7. Under Output File Information select Browse and pick destination

8. Click Export

9. When asked to save changes click Yes

10. Select Active Cases for open matters

11. Click OK to start Export

12. Repeat the same steps into a Word Document format. This will provide you with the headers.

13. Repeat steps 1 - 11 for Closed Matters on Step 10 pick Inactive and/or Archived Cases

Unbilled Time and Expenses Entries (WIP):

1. Click Reports > Client > Fee Listing

2. On the Common tab select a date range

3. On the Other tab check all boxes except billed items to get unbilled entries

4. You can filter by Lawyer if you so choose

5. Click OK and the report will display on screen

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