KCS - How to Export from PC Law (PCLaw)

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Objective:

  • Migrate from PC Law
  • Export data from PC Law
  • PC Law migration
  • Import data from PC Law
  • Get data from PC Law to Clio 

Environment:

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 and Matters:

  1. Click File > Matter > Export 
  2. Pick Layout Name > OpenMatt
  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 and/or Archived Cases 

 

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 PC Law?

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