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Exporting / Integration Law Ruler with MyCaseTM Software Follow

Jordon Espinoza

MyCaseTM is a trademark of MyCase, Inc.  Per their website, MyCaseTM offers a Data Migration feature that would allow users of any software, not limited to Law Ruler, to Export Contacts/Cases to the published MyCaseTM CSV Import Format. This is limited to only the information that is allowed by MyCaseTM when the “Convert to Case” button is pressed in Law Ruler inside of a lead.  

 

SOURCE: MyCase Support Website

After Converting a Lead to a Case in Law Ruler, you go into MyCase TM and press:

Data Migration --> Import button in MyCaseTM to bring the Law Ruler converted lead/case into your MyCaseTM practice management system.

 

HOW TO IMPORT LAW RULER LEADS(CONTACTS) AND CASES INTO MYCASE:

http://support.mycase.com/customer/portal/topics/66641-data-migration/articles

Per their website, MyCaseTM offers a Data Migration feature that would allow users of any software, not limited to Law Ruler, to Export Contacts/Cases to the published MyCaseTM CSV Import Format. This is limited to only the information that is allowed by MyCaseTM when the “Convert to Case” button is pressed in Law Ruler inside of a lead.  Any additional information that is saved/maintained in Law Ruler would need to be manually copied/pasted into your MyCaseTM software.  This solution works and was tested by our support department at Law Ruler.

 

HOW TO EXPORT MYCASE LEADS(CONTACTS) AND CASES INTO LAW RULER:

http://support.mycase.com/customer/portal/articles/92606-how-do-i-get-my-data-out-of-mycase-

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