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How Do I Export Data from PracticePanther?

Thinking about trying Clio? Contact us by email here, or by phone at 1-888-858-2546.

Objective:

  • How to get my data out of Practice Panther?
  • What can migrate from Practice Panther?
  • How to export from Practice Panther?
  • What is a Practice Panther migration?
  • How to get data from Practice Panther to Clio?

Environment:

  • Practice Panther 

Additional Information:

Please note that the success of any data migration depends primarily on the quality of the data set provided to us. Before attempting to migrate your information into Clio, you should ensure that your data is consistently formatted, well organized, sufficiently backed up, and stored securely. If you are not certain, it is recommended that you consult with your Clio representative before proceeding.

  • Only administrators are able to export client data.

Procedure:

Update your Settings:

  1. Click your Name in the top right
  2. Click Settings
  3. Select Company Settings on the left-hand side 
  4. Under Display Name set the Contact to First M Last 
  5. Update Matter to Number-MatterName
  6. Update Users to First M Last 
  7. Click Save

To Export Your Contacts:

  1. Click on the Contacts button located in the menu bar at the top of your screen
  2. Filter information provided as needed
    • To include all data, select Primary ContactsAny User and All Time
    • When Primary Contacts are selected, all Contact information is included in the export (address, phone information). 
  3. Click the Export to Excel button on the top right section, and select Export All

To Export Your Matters:

  1. Click on the Matters button located in the menu bar at the top of your screen
  2. Filter information provided as needed
    • To include all data, select Any User, Any Status and All Time
  3. Click the Export to Excel button on the top right section, and select Export All

To Export Your Time Entries:

  1. Click on the Time Entries button located in the menu bar at the top of your screen 
  2. Filter information provided as needed
    • To include all data, select Any User, Any Status and All Time
  3. Click on Choose Columns and check all options
  4. Click the Export to Excel button on the top right section, and select Export All

To Export Your Expense Entries:

  1. Click on the Expense button located in the menu bar at the top of your screen
    • Expenses may be found under the 'More' dropdown
  2. Filter information provided as needed
    • To include all data, select Any User, Any Status and All Time
  3. Click on Choose Columns and check all options
  4. Click the Export to Excel button on the top right section, and select Export All

Migration Recommendation

When exporting the following Excel files, they will all export with the same name because they are all coming from the Activities section. As a best practice and to ensure a quick migration, we strongly encourage renaming the exported Excel file to what it contains. For example, once you export Tasks, you can rename the exported Excel file as "Tasks".

To Export Your Tasks:

  1. Click on the Activities button located in the menu bar at the top of your screen
  2. Filter information provided as needed
    • To include all tasks, filter by TasksAny StatusAny User and All Time
  3. Click on Choose Columns and check all options
  4. Click the Export to Excel button on the top right section, and select Export All

To Export Your Notes:

  1. Click on the Activities button located in the menu bar at the top of your screen
  2. Filter information provided as needed
    • To include all tasks, filter by NotesAny StatusAny User and All Time
  3. Click on Choose Columns and check all options
  4. Click the Export to Excel button on the top right section, and select Export All

To Export Your Call Logs:

  1. Click on the Activities button located in the menu bar at the top of your screen
  2. Filter information provided as needed
    • To include all tasks, filter by CallsAny StatusAny User and All Time
  3. Click on Choose Columns and check all options
  4. Click the Export to Excel button on the top right section, and select Export All

To Export Your Emails:

  1. Click on the Activities button located in the menu bar at the top of your screen
  2. Filter information provided as needed
    • To include all tasks, filter by EmailsAny StatusAny User and All Time
  3. Click on Choose Columns and check all options
  4. Click the Export to Excel button on the top right section, and select Export All

To Export Your Calendar Events:

  1. Click on the Activities button located in the menu bar at the top of your screen
  2. Filter information provided as needed
    • To include all tasks, filter by EventsAny StatusAny User and All Time
  3. Click on Choose Columns and check all options
  4. Click the Export to Excel button on the top right section, and select Export All


Related Content:

What happens to the information that can't be brought to Clio in a data migration? See this article or contact us for information about the best practices for setting up your Clio account?

 What Can I Export from Practice Panther?

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