KCS - How to Export from PC Law

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Objective:

  • How to get my data from PC Law. 
  • How to retrieve Matter information for migration from PC Law.
  • How to retrieve Contact information for migration from PC Law.
  • How to get Contacts and Matters from PC Law 

Environment:

  • PC Law

Additional Information:

Please note that 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:

Contacts:

  1. Click File > Contact Manager 
  2. Select Export then pick and Output Path
  3. Select Export
  4. Click Contact in upper left
  5. Pick Select All > OK
  6. Click OK again. 
  7. Repeat the same steps into a Word Document format. This will provide you with the headers.

Matters:

  1. Click File > Matter > Export 
  2. Pick Layout Name > Open Matters
  3. Click Change
  4. Click Main Tab and check all fields
  5. Select Address Tab and check all fields
  6. Click OK 
  7. Under Output File Information select Browse and pick destination
  8. Click Export
  9. When asked to save changes click Yes
  10. Select Active Cases for open matters
  11. Click OK to start Export 
  12. Repeat the same steps into a Word Document format. This will provide you with the headers.

 Repeat steps 1 - 11 for Closed Matters on Step 10 pick Inactive Cases 

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