How Do I Export My Data From Practice Panther?

How Do I Export My Data From Practice Panther?

Contacts:

  • Click Clients on the left sidebar, or (depending on your version) Contacts at the top of your screen

  • Filter your information provided as needed

  • Choose columns for export

  • Click Export on the bottom right

Matters:

  • Click Matters (Cases) on the left sidebar, or from the top of your screen

  • Filter information provided as needed

  • Choose columns for export

  • Click Export on the bottom right

Once your data has been exported, you can submit the data using this form.

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