Matters Import

Lawcus allows you to import your data from your previous case management software.

1. Go to Settings --> Export & import --> Matters
2. Click on Import 
3. Upload your data, please refer sample file here 

File must have the following column order: Matter Name, Workflow Name, Stage Name, Number, Open Date (m/dd/yyyy), Practice Area, Case Description, Matter Closed (TRUE or FALSE), Closed Date (m/dd/yyyy), Due Date (m/dd/yyyy), Client Name.

Workflow name and Stage name are required. If a workflow or stage don't exist, we will generate the new workflow and stage for you.

Cline Name is not required. If a client doesn't exist, we will generate the new person contact for you.

Download the sample file.