How to export information from a matter?

You can export the information captured on the questionnaire for a matter from the matter details screen and clicking on the Export button:

• The Attorney Full Matter Export will generate a Microsoft Word document with all the information the client has provided (except financial assets)

  
  

• The Financial Sheet will generate a Microsoft Excel document with a structured list of all the financial asset information that has been provided in the Assets & Liabilities and Income & Expense intakes. This was previously called the "Asset Sheet".

  
  

• The Client Decisions Summary will generate a Microsoft Word Document with an overview of the client's decisions. It will have all the information from the Plan Summary tab in the matter, all the Roles that have been assigned, and a contact table with all the contacts listed in the document.

  
  

• The Meeting Template (Empty) version will generate Microsoft Word Document with an 'fill-in' version of the meeting template. You may download this version to run a face-to-face meeting with the clients and note down their answers.

  
  

• The Meeting Template (Filled) version will generate a Microsoft Word Document with all the information the attorney added to the meeting template (screen) version.

  
  

• The Contacts Export (csv) will generate a Microsoft Excel document listing all the contacts and their contact details in a CSV format.

  
  
• The Assets Export (csv) will generate a Microsoft Excel document listing all the asset entries in a CSV format.

• The Funding Instructions will generate a Microsoft Word document that includes all asset categories and corresponding instructions as set up in your templates.

Other ways to get your data out

Beyond the matter exports above, you can bulk download every document the client uploaded: on the matter's Documents tab, expand Provided By The Client and click Download All Documents to receive a ZIP file by email. The download link is valid for one hour.

You can also export a CSV list of your client names and email addresses from the Clients screen, which is handy for newsletters and announcements.

For anything at scale, the Open API at api.decisionvault.com gives you programmatic read access to matters, contacts, assets, documents, answers, and events.

Frequently Asked Questions

Which export contains the financial assets?

The Financial Sheet, a Microsoft Excel document with a structured list of everything provided in the Assets & Liabilities and Income & Expense intakes. The Attorney Full Matter Export contains everything else except the financial assets.

Is the Asset Sheet still available?

Yes, it was renamed: the Financial Sheet is what was previously called the Asset Sheet.

What formats do the exports come in?

Word documents for the Full Matter Export, Client Decisions Summary, Meeting Template versions, and Funding Instructions; Excel and CSV files for the Financial Sheet, Contacts Export, and Assets Export.