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How to Export Data from PCLaw
How to Export Data from PCLaw

The objective of this article is to export your data from PCLaw to be imported into MyCase.

Ben Quagliani avatar
Written by Ben Quagliani
Updated over a week ago

The objective of this article is to export your data from PCLaw to be imported into MyCase. Please note that the success of your data migration into MyCase depends on the quality of your data set. This includes exporting your data in .csv or .xlsx format, ensuring headers are in the top row of the spreadsheet, and removing duplicate entries. If you are unsure as to how to format your data, please reach out to a Customer Support representative for assistance. If eligible for onboarding services, a Data Migration Specialist will assist you in the formatting and organizing of your data.

Contacts (Clients):

  1. Click File > Contact Manager. Click Export

  2. Pick Layout Name > All. Click Change

  3. Select the Common tab and check all fields you want included in the export

  4. Click the Other tab and check all fields you want included in the export

  5. Click Ok. Under File Format select CSV

  6. Under Output File select Browse and pick a destination for saving.

  7. Click Export (click the checkboxes for Contact, Client, and Vendor before exporting)

  8. Click Yes when asked to save changes

  9. Repeat steps 7-8 but select Word for Windows as the File Format. This will provide you with the headers for the CSV file.

Matters (Cases):
Open Matters:

  1. Click File > Matter > Export . Pick Layout Name > OpenMatt

  2. Click Change. Click Main Tab and check all the fields you want included in the export

  3. Select Address Tab and check all the fields you want included in the export

  4. Select Selections and check all the fields. Click OK

  5. Under File Format select CSV

  6. Under Output File select Browse and pick a destination for saving

  7. Leave the Name field as OpenMatt.

  8. Click Export

  9. Click Yes when asked to save changes. Select Active Cases only.

  10. Click OK to start Export

  11. Repeat steps 8-10

  12. Select Word for Windows as the File Format. This will provide you with the headers for the CSV file.

Closed Matters: To bring over please follow the steps above but apply the changes below:

  1. On Step 4 change the Name field CloseMat

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

Time Entries and Trust Balances:

Use reports functionality to review data sets then run a report and save to Excel.

Unbilled Time Entries:

  1. Reports > Data Entry > Register. Select the Time

  2. Check filters box and click filters. Select unbilled and click OK

  3. Click the Excel button

Accounts Receivable (outstanding balances):

  1. Reports > Accounts Receivable > Receivable by Client

  2. On the Common tab select an end date. Check the box for Matter Totals if you want the balances to show by Matter

  3. Filter by Attorney if necessary. Click OK and the report will display on screen

  4. Export to Excel

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