Exporting All of Your Firm's Data

Applies to: Workforce · Premium · LawBillity

You can download all of your firm's data at any time. Use it as a backup, to analyze in a spreadsheet, or to keep a copy before you cancel.

In the left menu, click Admin > Settings, then click Firm Information.
Under Export all data for your firm, click Export.
Wait a few moments until you see File has been created. Click here to download.
Click that link to download a .zip file.

The Export button and the download link on the Firm Information page.

The .zip file holds one CSV file for each kind of data. Open them in Excel, Google Sheets, or Numbers.

File

What it holds

Users.csv

Your users

UsersRates.csv

Users' rates

Clients.csv

Clients

Contacts.csv

Client contacts

Projects.csv

Projects

ServiceItem.csv

Service items (the types of work on time entries)

TimeEntry.csv

Time entries

ExpenseEntry.csv

Expense entries

Invoice.csv

Invoices

Accounts.csv and AccountsTransaction.csv

Accounts and their transactions

TrustAccounts.csv and TrustTransaction.csv

Trust accounts and trust transactions (LawBillity)

Schedules.csv

Schedules

Some files are nearly empty if your firm doesn't use that feature.

Tip: To export just some of your data, such as one month of time entries, use a report instead and export it from there.

Download a .zip of CSV files with your users, clients, projects, time, expenses, invoices, and more