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 Reports from the left menu.
- From the drop-down menu, select Matter - Summary List (to export matters) or Contact Export (to export contacts).
- Use the filters to drill down on the data further, then select View Report, located on the right-hand side.
- Select the Floppy disk icon and click on CSV (comma delimited).
- Once the CSV has been downloaded, select Open. Alternatively, open it later from your computer's Downloads folder.
Export documents saved in matters
Send a request to our Support TeamÂ
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.