Imports/Exports

Move Your Data

Bring data in from CSV files and download customer-owned data in fixed 1,000 row batches.

Scheduled Exports

Let CMIForge periodically package customer-owned data into downloadable .zip files, without opening a bunch of browser download prompts.

Disabled
hours
0 exports everything.
Stored privately at App_Data/exports/default on the app server. Download finished packages from the list below.
Data sets

Interval

Every 24 hours

Data sets

clients,matters,parties,contacts,users,time-entries

Last status

No runs

Scheduled exports have not finished yet.

Last finished

No runs

Export Data

Download operational records as CSV. Each file is capped at 1,000 rows so larger firms can pull data in predictable batches.

Batch size 1,000

Clients

2 rows · 1 batch

Ready to export Clients.

Matters

1 rows · 1 batch

Ready to export Matters.

Parties

13 rows · 1 batch

Ready to export Parties.

Contacts

3 rows · 1 batch

Ready to export Contacts.

Users

2 rows · 1 batch

Ready to export Users.

Time Entries

5 rows · 1 batch

Ready to export Time Entries.

Import Clients

Leave ClientNumber blank to create the next CMIForge number, or enter an existing number to update that client.

  • ClientNumber
  • ClientName
  • Status
  • PrimaryContact
  • Email
Download Client Template

Import Matters

Leave MatterNumber blank to create the next CMIForge number. Link the client by number or exact name; use the number when names are duplicated.

  • MatterNumber
  • MatterName
  • ClientNumber
  • ClientName (instead of ClientNumber)
  • Status
  • ResponsibleAttorney
Download Matter Template

Import Parties

Create/link parties to existing matters by MatterNumber.

  • PartyName
  • Role
  • MatterNumber
Download Party Template

Photo OCR

Create Intake Draft From Photo

Pull text from a client photo or scan, review the OCR draft, then create an intake submission for validation.

Ready for an image

Recent Import Activity

No imports have been run yet.