How to export the information from a matter?

You can export the information captured on the questionnaire for a matter from the matter details screen:

• 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.

  
  

• 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.

  
  

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

  
  

• Design Sheet (Filled) will generate a Microsoft Word Document with all the information the attorney added to the design sheet (screen) version.

  
  

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

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