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?

You can use the file to start a new case in EstateWorks - which will then already be setup with all the contacts under the matter.

This can be done from the "Case -> Add Case" menu:

After this import & starting the case - the contacts will directly be available in the case.

Note: This currently only works for Planning Cases in EstateWorks - not yet for settlement ones.

Still need help? Contact Us Contact Us