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How to Export Data from Rocket Matter

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Objective:

  • Get my data out of Rocket Matter
  • Migrate from Rocket Matter
  • Export from Rocket Matter
  • Rocket Matter migration
  • Get data from Rocket Matter to Clio

Environment:

  • Rocket Matter

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.

Please make sure that you have Administrative privileges before exporting the data.

Procedure:

Contacts

  1. Log in to Rocket Matter
  2. Select Settings in the left navigation bar
  3. Scroll down to see a button to export your contacts to CSV
  4. Click Export
  5. Choose a location to save the file
  6. Click Save

Matters

  1. Log in to Rocket Matter
  2. Select Matters on the left sidebar
  3. Select Filters to include Open, Closed and Archived cases
  4. Select the Show/Hide button and check all boxes.
  5. Select Export Report

Activities

  1. Log in to Rocket Matter
  2. Select Reports on the left sidebar
  3. Click Run Report under "Billable Activity by User(s)"
  4. Select Edit Filters
    1. Add all Users
    2. Include all Activity types 
    3. Include Invoiced status only
    4. Include Expenses
  5. Select Export Report

Matter Related Contact

  1. Log in to Rocket Matter
  2. Select Reports on the left sidebar
  3. Click Run Report under "I Want To See All Matter Related Contacts"
  4. Select Export Report

 

 

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 migrate from Rocket Matter to Clio?

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