Exporting Data from MyCase Follow
To Export Data from MyCase, follow the Instructions Below:
For users of MyCase legal case management software, Law Ruler recommends the following process to backup your firm's data from MyCase to prepare it for Law Ruler's data migration team. This is necessary for the Law Ruler data migration team to begin work, 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.
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What Data Could I Export Out of MyCase and Have Imported Into Law Ruler?
In most instances, the following data is able to be exported from MyCase and imported into Law Ruler:
- Contacts (excluding Contact Custom Fields - these will be imported into Contact Notes)
- Matters (including Custom Fields - these will be imported similarly)
- Notes (any Notes related to Matters may be imported)
- Tasks (that are assigned to specific users)
- Time and Expense Entries that have not been billed yet (Unbilled Only)
These items may not be imported into Law Ruler unless as part of a custom scope of work:
- Calendar Events (Related to Matters --- else use the Office 365/Outlook Sync
Emails are not able to be imported whatsoever due to issues with the MyCase export:
- Emails - We cannot import Emails because MyCase does not export them in a useable format
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 MyCase
- Click on your Name in MyCase to open the menu
- Click Settings
- Click Import/Export
- Click the Full Backup option
- Click the Create Backup button
- When prompted, under cases click to check the box for All Firm Cases
- Under options, click to check the box for Include Archived Items
- Click Create Backup
Other resources: This is a support article from MyCase support that explains how to export your data out of MyCase.