To export data from PCLaw, follow the instructions below:
Please note these instructions are for Version 14 or earlier of PCLaw.
Contacts:
Click File > Contact Manager
Click Export
Pick Layout Name > All
Click Change
Select the Common tab and check boxes for all fields:
Click the Other tab and check boxes for all fields:
Click Ok
Under File Format select CSV
Under Output File select Browse and pick a destination for saving
Click Export (Click the checkboxes for Contacts, Clients and Vendors before you export)
Click Yes when asked to save changes
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:
Click File > Matter > Export
Pick Layout Name > OpenMatt
Click Change
Click Main Tab and check boxes for all fields except 'Disable updates with other software':
Select Address Tab and check boxes for all fields:
Select Selections and check boxes for all fields under sections 'Court' and 'File':
Click OK
Under File Format select CSV
Under Output File select Browse and pick a destination for saving
Leave the Name field as OpenMatt
Click Export
Click Yes when asked to save changes
Select Active Cases only
Click OK to start Export
Repeat steps 12 -19.
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:
Unbilled Fees:
Click Data Entry > Register..
Select the Time tab.
Check the box next to Filters and Click Filters.
Select Unbilled and Click OK.
*Check that the date range is what you want and click select.
Click the Excel button
Pick an accessible destination and click Save
Unbilled Disbursements:
Click Reports > Client > Ledger...
Click on the Matter tab.
Fill out the fields as pictured below:
Click on the Other tab and only leave Disbs selected:
Click OK and the Report will start displaying on screen.
Wait until the Report is done. It will show Report Done in the bottom left.
Click export to Excel
Pick an accessible destination and click Save
Accounts Receivable (Outstanding Balances):
Click Reports > Accounts Receivable > Receivables by Client
On the Common tab select an End Date
Check the box for Matter Totals in order to show balances by matter
You can also filter by Attorney if desired
Click ok and the report will display on the screen
Review the report and once satisfied click export to Excel
Appointments/ToDos:
Click Data Entry > Register..
Select the Appointments tab.
Check that the date range is what you want and click OK.
Click the Excel button
Pick an accessible destination and click Save
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.