Learn how to generate a .csv file of all your matters and clients, or in some cases, your matter documents and files as well.
Exporting CSV Files of your Matters and Clients
- Select Matters or Contacts from the left menu.
- Select Export from the Action Bar.
- Name the .csv file, then select Save to save it to your computer.
Export documents saved in matters
Send a request to our Support Team
The documents will take up to 5 business days to prepare. You will be sent an email with a Link to download the data. This will appear as a folder for each matter, and each folder will contain the documents.