Migrate your Lawcus data

Matters are the primary case container in Lawcus. We export all open and closed Matters via the Settings > Export & Import > Matters tab, including stage, practice area, assigned user, and dates. The export is delivered as a structured CSV we normalize to the destination schema.

Contacts are exported as a separate Clients CSV from the Export & Import section. We map the contact's name, email, phone, address, and any associated Matter IDs to preserve the client-to-matter relationship in the destination platform.

Lawcus maintains a separate Leads object distinct from Contacts. Leads can be exported from the Leads section via the background-task Export feature. We map Lead source, status, and contact details to the destination's lead or contact object, noting that not all CRMs expose a separate lead concept.

Workflows define multi-stage pipelines tied to Matters and Leads. Lawcus exposes workflow definitions via the API endpoint GET /workflows/with-stages. We capture stage names, order, and transition logic as structured data but re-create the workflow logic in the destination platform since automation rules do not export as executable configuration.

Tasks are associated with Matters and Contacts. The Full Backup ZIP includes task records with assignee, due date, status, and linked Matter ID. We map these into the destination's task or to-do structure preserving the Matter association.

Activities represent time entries, logged calls, and meeting notes. We export Activities from the API endpoint and include them in the Matter-level timeline reconstruction at the destination.

Lawcus supports Custom Fields on Matters and Contacts, exposed via GET /customfields in the API. We export CustomField definitions and values but map each custom field as a property on the target object rather than as a native custom-field definition, since destination platforms vary in how they handle custom field creation.

Practice Areas are a classification taxonomy used to categorize Matters (e.g., Family Law, Criminal Defense). We map Practice Area as a property on the Matter record in the destination platform.

Lawcus exposes Users via GET /users/load and supports both default roles (Admin, Member) and custom roles. We map Users and their assigned role, but the role permission model is destination-dependent and may need to be re-established manually post-migration.

Invoices are accessible only by Admin role in Lawcus. We export invoice records (linked to Matters) from the Full Backup. Note that many law firms use separate billing software (e.g., LawPay) integrated with Lawcus, so invoice data should be verified against the integrated billing platform before migration.