Import Closed Matters from Practice Panther

Overview: This article will walk you through the steps on how to Import a Closed PracticePanther Matter into TrustBooks. 

Step 1. Start on the Dashboard Page and Select Client & Matters and Import PracticePanther Client and Matters.

Step 2. On the Import PracticePanther Clients and Matters Page select  SHOW CLOSED Clients.

Step 3. All closed clients will then show up. Select the check box next to the client you want to Import. 

Step 4. Select  Import Selected Clients.