How do I export my firm's data?

You can download your firm’s data as CSV files or a full ZIP bundle from the Firm Console.

1. Open the Firm Console and click Export in the sidebar.
2. Click the CSV button next to any category (Clients, Court Dates, Tasks, Town Agencies Requests, or Activity Log) to download it individually.
3. To get everything at once, click Download ZIP on the Full Firm Export card. This may take a moment for larger firms.

Every export is logged in the firm activity feed for audit purposes.

Export limits

Chat messages are not included in any export. Full ZIP exports are limited to once per hour.