To export data from PCLaw, follow the instructions below:
Please note these instructions are for Version 14 or earlier of PCLaw.
Contacts and Matters:
Click File > Matter > Export
Pick Layout Name > OpenMatt
Click Main Tab and check all fields
Select Address Tab and check all fields
Under Output File Information select Browse and pick destination
When asked to save changes click Yes
Select Active Cases for open matters
Click OK to start Export
Repeat the same steps into a Word Document format. This will provide you with the headers.
Repeat steps 1 - 11 for Closed Matters on Step 10 pick Inactive and/or Archived Cases
Unbilled Time and Expenses Entries (WIP):
Click Reports > Client > Fee Listing
On the Common tab select a date range
On the Other tab check all boxes except billed items to get unbilled entries
You can filter by Lawyer if you so choose
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.