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Export All Firm Data

https://casepeer.zendesk.com/hc/en-us/articles/360010902132-Export-All-Firm-Data

How to trigger an export of all your cases from CASEpeer.

  • NOTE: This can only be requested by someone with the Export Data Page Access permission.

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  • Request an export of all your firm’s case data from your CASEpeer client manager.

  • The email associated with your CASEpeer account will receive an email from CASEpeer with the subject "Your CASEpeer data export is available”. This process may take a few minutes.

  • Click the link in the body of the email.

  • You will be redirected to your CASEpeer account, you must be logged into the account the export was triggered for security purposes.

  • On the Export Firm Data page, click the Launch Export button.

  • The page will then look like this:

  • Once the launch is finished, you will receive an email with the subject line “Your CASEpeer data export is ready to download!”

  • Click the link in the body of the email.

  • You will be redirected to your CASEpeer account, on the Export Firm Data page, click the Download button.

  • Your browser will download a zip file containing your firm’s data.

  • NOTE: This export only contains case data. Documents, Photos, and Recordings need to be requested separately.

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