Objective

The main aim of this article is to help you in exporting data from PCLaw.


Note:

Achieving the finest data transfer totally depends upon the formatting and structuring of the data. Always ensure that the data is well-formatted, organized, secure, and had an accurate backup. 


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Overview 


Contacts:

  1. Select File > Contact Manager from the menu

  2. Click on Export

  3. Choose Layout Name > All

  4. Click the Change button

  5. Choose the Common tab and check boxes for all fields

  6. Click on the Other tab and check boxes for all fields

  7. Click on the Ok button

  8. Select CSV under the File Format

  9. To pick a destination for saving select Browse under the Output File.

  10. Click Export (Before you export, click the checkboxes for contacts, vendors, and clients)

  11. Click Yes when asked to save changes

  12. Follow steps 8 - 11 again,  but select Word for Windows as the File Format. Using this method, you will be able to get the CSV file headers.


Matters(Cases)

Open Matters:

  1. Select File > Matter > Export from the menu 

  2. Choose a layout name > OpenMatt

  3. Click the Change button

  4. Click the Main Tab and check all fields except the one marked 'Disable updates with other software.

  5. Select the Address Tab and check all relevant fields.

  6. Select Selections and further check boxes for all fields as specified under sections 'Court' and 'File':

  7. Then click the OK button

  8. Select CSV under File Format

  9. You can choose a location to save the output file by selecting Browse under the Output File 

  10. Please leave OpenMatt as the name of the field

  11. Click on Export

  12. Save changes by clicking Yes

  13. Select only active cases

  14. To begin exporting, click OK 

  15. Follow steps 8-14 again.

  16. Make sure Word for Windows is selected as the file format. In this way, you will be able to create the headers of the CSV file.




Closed Matters:

Please follow the steps above, but make the following changes:

  1. Change the Name field in Step 10 to CloseMat. 

  2. Pick Inactive and/or Archived Cases On Step 13 only.


Unbilled Fees (Time Entries)

  1. Click on Data Entry > Register.

  2. Choose the Time tab.

  3. Choose Filters from the menu and click it.

  4. Select Unbilled 

  5. Click OK

  6. Click on the Excel button.  

  7. Choose an accessible destination and click on Save.



Unbilled Disbursements (Expense Entries):

  1. Click Reports > Client > Ledger...

  2. Click on the Matter tab. (Click Advanced if the Matter tab is not present)

  3. Fill out the fields as applicable.

  4. Leave only Disbs selected and click on the Other tab:

  5. Click OK and the Report will start displaying on the screen.

  6. Wait until the Report is done. The bottom left corner will show Report Done.

  7. Click export to Excel

  8. Pick an accessible destination and click Save.



Accounts Receivable (Outstanding Balances):

  1. Click on Reports 

  2. Click on Journal > Billing (Fees) Journal

  3. Select an End Date on the Common tab.

  4. To make sure that you are only looking at outstanding, Uncheck the box "Include Paid Invoices".

  5. You can add a filter by an attorney if required.

  6. Click on Ok and the necessary report will display on the screen.

  7. Click export to Excel once you have reviewed the report. 

  8. Pick a required destination and click Save.




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