Whether you're considering LeanLaw, or already gotten setup, bringing the firm's legacy data is essential.
Before starting, you'll need to have exported your firm's data to .csv or .xlsx. If you're having trouble, or need assistance, don't hesitate to reach out.
Our engineering team has assembled an Excel file as an example for how your firm's information needs to be structured.
Once correctly structured, send us your file and we'll handle the import on our end!