Extract Your Data

It has been a privilege doing business with you. We understand that you do not wish to continue with us. This checklist will guide you through extracting your data from our system. Feel free to contact our support team for assistance.

Important to Know

Extract Your Data Through Reports

To extract your data through reports:

1. From the left navigation panel, click Reports.
2. From the Reports left navigation, click your desired report.
3. Apply your desired filters.
4. Click Download.
   The system downloads the report in your preferred format to your designated location.
5. Repeat steps 2 – 5 for all desired reports.

Extract Your Data Through Screen Toolbar Export

To extract your data through a specific screen’s toolbar export function:

1. Work with your IT department to confirm the best export format for your needs.
2. Navigate to your desired screen.
3. Export your data.

Data Extraction Checklist

This list includes the data sets we recommend you extract and the extraction method we recommend. 

General Items	Address Book Clients, vendors, and other contacts Client List only Setup Items Custom Fields List Document Templates Task Workflows  List Items  Timekeeper/Matter Owner Lists  All Calendar Events  All Tasks  All Notes
Matter Details	Matter List  Be sure you filter Active & Inactive and your export contains all relevant matter fields. Matter-Related Parties Matter Documents If you have stored documents via third party integration, then your documents will remain accessible outside of CosmoLex. Note Downloading your general items will include matter-related events, tasks, and notes.
Billing	Work in Progress (WIP) entries by matter – unbilled time/expense Accounts Receivable (unpaid) balances by matter Unpaid Invoices (Extract to PDF/Word format for Reference) Paid Invoices (Extract to PDF/Word format for Reference) Recent Payment History (transactions)
Trust Accounting	List of which matters are linked to which trust accounts Trust Compliance Reports for each bank account and matter. Consult with your bar association/law society to determine how far back to go with these reports. Bank Ledger Receipts & Disbursements Journals Client Ledger Balances Individual Client Trust Ledger Trust Transfer Record (if applicable) Bank Reconciliations 3-Way Reconciliation Any additional compliance reports
Business/General Accounting	General Accounting Reports P&L & Balance Sheet Trial Balance Report General Ledger Report Accounts Payable Reports 1099 payee ledger Bank Activity Log (prior transactions) exported to Excel or CSV format Reconciliation reports (business account) Advanced Accounting Reports Class-based reporting Fee Collection & Distribution Reports
Other Reporting	Review all reports to determine what is relevant to your firm. Generated the reports as of the cut-off date.