PracticePanther

To export data from Cosmolex, follow the instructions below:

Click Export above the list of Contacts

Select Custom Export and select all pages (if left blank will only export the first page of the listing)

Change Export Format to CSV

1. Click on Contacts
2. Click Address Book
3. Click Export above the list of Contacts
4. The Export Grid will open
5. Select Custom Export and select all pages (if left blank will only export the first page of the listing)
6. Change Export Format to CSV
7. Click Export

Follow the same steps as above for Contacts, clicking on Matters instead of Address Book in step 2. The below steps will generate a slightly different report that may not provide all of the information necessary for a complete migration.

Choose Matter Activities &gt; Client List

1. Click Reports
2. Choose Matter Activities &gt; Client List
3. Choose Print As: Excel
4. Click Download

Click Activities &gt; Time/Expense

Click Export above the list of Time Entries

Select Custom Export and pick the page range

Change Export Format to Excel (.xls)

1. Click Activities &gt; Time/Expense
2. Click Export above the list of Time Entries
3. The Export Grid will open
4. Select Custom Export and pick the page range
5. Change Export Format to Excel (.xls)
6. Click Export

Click Reports &gt; Accounting (Matters) &gt; Accounts Receivable

Select All Dates unless otherwise requested/needed

1. Click Reports &gt; Accounting (Matters) &gt; Accounts Receivable
2. Select All Dates unless otherwise requested/needed

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

Migrating to PracticePanther from Cosmolex

How to Export Data from Cosmolex

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