KCS - 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.

Procedure:

Contacts

  1. Log in to Rocket Matter
  2. Select Settings in bottom left hand corner
  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. From the welcome page, select View Open Matters
  3. Select the Matter type you want to export as Open, Closed, and Completed
  4. Click Get Answer
  5. The report summary will be displayed on the left side of the screen
  6. Click Export
  7. Choose a location for the file
  8. Click Save

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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