How to 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.