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How to Export Data from PCLaw

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Objective:

  • How to migrate from PC Law?
  • How to export data from PC Law?
  • What is a PC Law migration?
  • How to import data into Clio from PC Law?
  • How to get data from PC Law to Clio?

Environment:

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.

Procedure:

NoteShould you require additional fields for the Contacts or Matters, please check the box next to the additional field. These fields will come over as custom fields in Clio.

Contacts:

  1. Click File > Contact Manager
  2. Click Export
  3. mceclip0.png
  4. Pick Layout Name > All
  5. Click Change 
  6. mceclip1.png
  7. Select the Common tab and check all fields shown below:
  8. mceclip2.png
  9. Click the Other tab and check all the fields as shown below:
  10. mceclip3.png
  11. Click Ok
  12. Under File Format select CSV
  13. Under Output File select Browse and pick a destination for saving
  14. Click Export
  15. Click Yes when asked to save changes
  16. 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:

  1. Click File > Matter > Export 
  2. Pick Layout Name > OpenMatt 
  3. Click Change
  4. mceclip4.png
  5. Click Main Tab and check all the fields as shown below:
  6. mceclip5.png
  7. Select Address Tab and check all the fields as shown below:
  8. mceclip6.png
  9. Select Selections and check all the fields as shown below:
  10. mceclip7.png
  11. Click OK
  12. Under File Format select CSV
  13. Under Output File select Browse and pick a destination for saving 
  14. Leave the Name field as OpenMatt
  15. Click Export
  16. Click Yes when asked to save changes
  17. Select Active Cases only
  18. mceclip10.png
  19. Click OK to start Export 
  20. Repeat steps 12 -19.
  21. 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:

  1. On Step 10  change the Name field CloseMat 
  2. mceclip12.png
  3. On Step 13 pick Inactive and/or Archived Cases only.
  4. mceclip13.png
      1.  

 

Unbilled Fees:

  1. Click Reports > Data Entry > Register..
  2. Select the Time tab.
  3. Check the box next to Filters and Click Filters.
  4. mceclip19.png
  5. Select Unbilled and Click OK.
  6. mceclip21.png
  7. Click the Excel button
  8. mceclip22.png
  9. Pick an accessible destination and click Save

Unbilled Disbursements:

  1. Click Reports > Client > Ledger...
  2. Click on the Matter tab.
  3. Fill out the fields as pictured below:
  4. mceclip23.png
  5. Click on the Other tab and only leave Disbs selected:
  6. mceclip24.png
  7. Click OK and the Report will start displaying on screen.
  8. Wait until the Report is done. It will show Report Done in the bottom left.
  9. mceclip0.png
  10. Click export to Excel
  11. mceclip26.png
  12. Pick an accessible destination and click Save

Accounts Receivable (Outstanding Balances):

  1. Click Reports > Accounts Receivable > Receivables by Client
  2. On the Common tab select an End Date
  3. Check the box for Matter Totals if you want the balances to show by Matter
  4. You can also filter by Attorney if desired
  5. Click ok and the report will display on screen
  6. Review the report and once satisfied click export to Excel

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 Data Can I Export from PCLaw?

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