To import your data into CARET Legal fill out our Data Migration Request Form.
To access the Data Migration Form from within CARET Legal, click on the Calendar icon and select the Import icon in the tab bar, then click Import Request from the drop-down menu.
First, you will need to export your data from your previous program. If you need any assistance exporting this data, our Support Team will be happy to set up a screen share to help.
CARET Legal's Migration Team can accept the Contacts and Matters in CSV format, and Calendars in ICS, iCal or CSV.
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