PracticePanther

PracticePanther Help Center

Jesus Diaz

Axel Tiffer

Learn about the import process into PracticePanther.

Import

Everything you need to know about the Import & Migration process.

Data migration process

How to import contacts and matters from another software?

Importing your contacts and matters from another software.

Getting Started

How to Import Expenses

How to Export Data from Abacus

How to Export Data from Amicus

Migrating to PracticePanther from Bill4Time

How to Export from Bill4Time

How to Export Data from Clio

Migrating to PracticePanther from Cosmolex

How to Export Data from Cosmolex

How to Export Data from MyCase

Migrating to PracticePanther from Outlook

How to Export Data from Outlook

How to Export Data from PCLaw

Migrating to PracticePanther from TimeSlips

How to Export Data from TimeSlips

How to Import Tasks

This article will go over instructions on exporting data out of TABS/Practice Master

How to Export Data out of TABS/Practice Master

Migrating to PracticePanther from Time Matters

How to Export Data from Time Matters

Importing time entries into PracticePanther

How to Import Time Entries

Migrating to PracticePanther

How to Import Events

What type of files can I use to import my data?

Importing using the correct file type.

Importing your old time entries, contacts, events, notes, tasks, or expenses from another software.

What can I import into PracticePanther?

How do I add Overdue Balances from my previous software?

Adding overdue balances from your previous software

How do I import 2 or more matters for the same contact?

Importing multiple matters for a single contact

How long does it take for the import to complete?

Import duration

Adding tags during your imports.

My old software has 1 file for contacts and 1 file for matters, how can I merge the data to import both on 1 file?

Importing different kind of data from my prior software

How do I assign contacts and matters to different attorneys when I do an import?

Assigning contacts and matters to different attorneys when you do an import

David S

Migrating FAQs

Import error

When the import is complete and there are errors, how do I know which contacts/matters failed to import?