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Exporting Clients from Tabs3

First steps in moving your firm out of the 20th century

Jay Sanchez avatar
Written by Jay Sanchez
Updated over 7 years ago

Your client database; the cornerstone to your firm's ability to function. Let's start here in transitioning to LeanLaw. 

From your Tabs3 PracticeMaster, navigate to "File Maintenance". 

Next, let's get to Export Data. To access, 

-> File Maintenance | File Definition | Utility | Export Data

In order to import the file into LeanLaw, the file will need to saved as a text file (.txt). From the three dots button, change from .exp format to .txt.

Once completed, send us the file and we'll get it imported into your LeanLaw account!

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