Lawcus Billing Code Import
This article explains how to export your clients and matters from Lawcus and import them into Billables AI.
Export your clients/matters from Lawcus
- Click User Profile in the upper right corner and then select Settings.
- Click Apps & Integrations and then select Export and Import.
- Select Matters > Export.
- Check the box for all open matters and all closed matters and then click Export Matters.
Import clients and matters into Billables AI
- Download the Bulk Upload CSV Template from Billables and populate with the data from Lawcus
- Make sure the fields from Lawmatics match to the corresponding field in Billables:
- Note:
- Client is a required field
- Make sure not to change the column headers when updating the spreadsheet
- Bulk upload your Billing Codes to Billables. You should see them populate on the Billing Codes page shortly.