Exporting Matters from ProLaw
Important Information:
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Need to have direct access to the local server desktop
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Need to have Microsoft SQL Server Management Studio Express installed and running on the server prior to the export.
Export Steps:
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Open SQL Server Management Studio Express and connect to the SQL server.
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Expand Databases.
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Right-click on the database you want to back up, then select Tasks > Back up. (This is not available for version 2018/2019)
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On the Back Up Database window, make sure the Database field contains the name of the database you want to back up.
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Select the Backup Type. By default, it is Full - leave it set to that.
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Click Remove to remove the default/last backup file name.
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Click Add to open the Select Backup Destination window.
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Click [...] next to the File Name field.
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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.
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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.
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Click OK to close the Locate Database Files window.
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Click OK to close the Select Backup Destination window.
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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.
Preparing for Billables AI Import
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Once you have the ProLaw data, re-format the data using the Billables AI bulk upload template found on the Billing Codes page.
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Make sure the headers in the Billables AI template remain intact (same spelling and spacing).
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Client = required
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Client code = optional
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Matter = optional
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Matter code = optional
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Click on Click to Upload File then select the file you just saved and click Upload.
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You should see your Billing Codes populate soon after!
Pro Tip: You can Favorite your most commonly used Clients and Matters to get better accuracy for your automated time entries.