How does the export for EstateWorks work?

You can turn on the export for EstateWorks from the integration settings page.

After activating this the export option will show up on the matter detail screen from the "Integrations" menu:

This will export a file that will download to your desktop with the information prepared for import into EstateWorks.

How to import into EstateWorks?

1. From the Case > Add Case menu, click on the Decision Vault tab. Click on the "Search Decision Vault Cases" button, with your desired date range. The available cases are listed below. Click on the case you are adding.

   

   
   

2. You will be prompted to confirm the import.

   

3. The only mandatory field you must enter is which Checklist to use. The case Type 'Planning' or 'Settlement' is predetermined by the type of questionnaire sent to your client/executor. Fill in the Case ID and Case Team as you choose.

   

4. Click Add and your case is now available in EstateWorks, containing all the information your client filled in during your questionnaire.