Migrate your PCLaw(r) data

Matters are the primary organizational unit in PCLaw, containing client associations, billing preferences, and linked time entries. We map the full matter hierarchy including status, responsible attorney, and custom data fields exported via PCLaw's native Export to Spreadsheet function.

Client records in PCLaw hold contact details, billing arrangements, and default billing preferences. We preserve all contact fields and link each client to its associated matters during migration.

PCLaw's IOLTA trust accounting is its most mature module. We export all trust ledger entries — deposits, withdrawals, transfers, and running balances — and validate totals against PCLaw's printed trial balance after import to catch any truncation during CSV export.

Invoice history and line items are exported via the native billing export, but PCLaw stores invoice formatting and arrangement preferences separately from line-item data. We extract all financial line items and map them to the destination's invoice schema; billing arrangement settings require manual reconfiguration or field mapping depending on the target platform.

Time entries link to Matters and track billable hours, expense codes, and billing status. We extract all historical time entries with their matter association, date, duration, and billing flag.

Matter-level expenses are tracked separately from time entries in PCLaw. We export expense records with vendor, amount, date, matter association, and reimbursement status.

Vendor records in PCLaw are used for AP and expense tracking. We map vendor names, addresses, and payment terms; some firms have duplicate vendor entries that must be deduplicated during export preprocessing.

PCLaw's native export does not include document binaries — it exports references and metadata only. Full document migration requires a separate file-system export from the PCLaw documents folder, which we coordinate as a parallel workstream. We do not count this as a full document migration.

PCLaw tracks appointments and deadlines linked to Matters. Export is possible via custom report or CSV but calendar data structure varies significantly between PCLaw versions; we map what is exportable and flag any gaps for manual entry or re-creation.

PCLaw stores staff records including timekeeper codes, billing rates, and access roles. We extract all user records and map them to the destination's user schema, flagging any inactive or duplicate accounts that need cleanup.

PCLaw supports custom data fields via its Custom Reports module. These fields export with the standard export to spreadsheet but may require field-level mapping to match the destination's naming conventions and data types.

PCLaw stores per-client and per-matter billing arrangement preferences (flat fee, hourly, contingency, etc.) in a separate Billing Preferences window. These are not exported by the standard export; we capture them via a structured questionnaire or supplemental data pull and recreate them at the destination.