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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

  1. Click User Profile in the upper right corner and then select Settings.
  2. Click Apps & Integrations and then select Export and Import.
  3. Select Matters > Export.
  4. Check the box for all open matters and all closed matters and then click Export Matters.

Import clients and matters into Billables AI

  1. Download the Bulk Upload CSV Template from Billables and populate with the data from Lawcus
    1. Make sure the fields from Lawmatics match to the corresponding field in Billables:
    2. Note:
      1. Client is a required field
      2. Make sure not to change the column headers when updating the spreadsheet
  2. Bulk upload your Billing Codes to Billables. You should see them populate on the Billing Codes page shortly.