Exporting Data from Amicus Attorney Follow
To Export Data from Amicus, Follow the Instructions Below:
For users of the Amicus Attorney legal case management software, Law Ruler recommends the following process to backup your firm's data from Amicus to prepare it for Law Ruler's data migration team. You will need to perform the following steps to prepare a backup of your firm's data for the Law Ruler data migration team, or ask your dedicated Law Ruler Account Manager to discuss a plan to assist your firm with data migration.
💡 Please note that the success of any data migration depends primarily on the quality of the data set provided to Law Ruler. Before attempting to migrate your information, you should ensure that your data is consistently formatted, well organized, sufficiently backed up, and stored securely. If you are not certain how to proceed then we recommend that you consult with your dedicated Law Ruler Account Manager or Law Ruler Support before proceeding.
- Only administrators are able to export client data.
Aside from Law Ruler, all other trademarks, trade names, screenshots, or company names referenced herein are used for identification purposes only and are the property of their respective owners.
The process for exporting information is contingent on which version of Amicus you use:
- Amicus Cloud
- Amicus Attorney Premium (SQL)
- Amicus Attorney Small Firm
What Data Could I Export Out of Amicus Attorney and Have Imported Into Law Ruler?
In most instances, the following data can be exported from Amicus Attorney and imported into Law Ruler:
- Related Contacts
Other items from Amicus Attorney could be imported into Law Ruler as part of a custom scope of work and depending on the version of Amicus (it varies):
- E-Mail Communications
- Phone Communications
Documents (requires a custom scope of work):
- To perform document migration, prior to being provided with a scope of work, Law Ruler will need to know where/how your documents are stored and what folder naming system is used. As a rule, your document folders must be named in a consistent way to allow for data migration. For example, all document folders should be consistently named with the same identical name as the matter name, matter ID, or the primary contact (client name).
- For example, the client name on a matter is: John Test, thus the folder with that client's documents must be named, "John Test" or "Test, John" or with the matter ID number, for example, "123456" otherwise it is not possible to migrate the data without doing so manually on the firm's side.
- Any folders that are not related to a specific client/matter cannot be imported and will need to be uploaded manually after the data migration is performed. Any document folders that are named in an inconsistent way will also require manual document migration by the firm after the data migration is performed.
- Some firms have documents stored in a place other than their case management. That is acceptable if the folders are named in a standardized way as mentioned above.
Exporting Data out of Amicus Cloud
Amicus Cloud does not possess exporting capabilities. To obtain an export, you must reach out to Amicus and request a database export in BAK format which is a database backup. Because Amicus hosts their cloud version, you would need to get the backup from them directly.
- Once you have obtained the database backup, provide the file to our data migration team and we will provide further instructions for importing the data for you.
Exporting Data Out of Amicus Attorney Premium
To export from Amicus Attorney Premium, you must have access to the server where the software is hosted and must have Microsoft SQL Server Management Studio Express installed on the server prior to exporting data. If you are not familiar with using Microsoft SQL database software, then the Law Ruler data migration team is able to help you with that task.
- Open SQL Server Management Studio Express and connect to the SQL server where Amicus is hosted.
- Expand the available Databases by pressing the + button next to “Databases”
- Right-click on the database you want to back up in SQL, then select Tasks > Backup
(This is not available for version 2018/2019)
- On the Backup Database window in SQL, make sure the Database field contains the name of the database you want to back up.
- Select the Backup Type. By default, it is Full - leave it set to that.
- Click Remove to remove the default/last backup file name.
- Click Add to open the Select Backup Destination window.
- Click [...] next to the File Name field.
- On the Locate Database Files window, select the folder where you want the backup file to go. By default, it is ..\Microsoft SQL Server\MSSQL.1\MSSQL\Backup.
- In the File Name field, type the name for this backup, with a .bak extension. For example, xyz_20080221.bak for a backup of the XYZ database created on 21 February 2008.
- Click OK to close the Locate Database Files window.
- Click OK to close the Select Backup Destination window.
- Click OK to start the backup. The progress icon displays in the lower-left corner, and a ‘completed successfully’ message displays when it's done.
Exporting data out of Amicus Small Firm
- Go to File > Reports > Matters, this can be done for Matters, Names, Events, and Notes.
- Click Report, select the report you like to use, and click Done.
- Click Query>Query Manager, select the query you would like to use, and click Done.
- Click Output to
- Select Data-Merge File and Click Done
- Select Comma-Delimited and Click Done
- Click Print
- Select a location, give the file a name and click Save
- Ensure that, when you are saving the file, the file name ends in Excel .csv (e.g. report.csv). If you do not, it will NOT open properly.
You can check your file by visiting the folder you saved it to and open it in Excel to verify the information is present.