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Important: do not open the PC Law files in Excel, make changes and then attempt to save them. Excel does not correctly support fields with line breaks in them.

Pre-requisites

  1. Import your empty data base lists
  2. Import fee earners 
  3. Check the matter types have imported

Steps

  1. Export data from PC Law. It is important to ensure the following settings are correct for data to be imported correctly:
    1. TODO: details / screenshots
       
  2. Add column headings to the CSV in notepad or word pad.  DO NOT Open in Excel or matters with the format of 16-1001 will turn into dates and not make sense in Wise Owl Legal.
    View file
    nameheadings.doc
    height250

    headings.doc
     
  3. Add optional mapping file
    1. See Matter Type Mapping below for details
  4. Zip all together
  5. Upload into Wise Owl Legal

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