You can easily import a spreadsheet with Time Entries and Soft Cost Expenses through your CARET Legal Account without the assistance of CARET Legal’s migration team. Contact us for copies of these import templates.
After you have completed your Time or Soft Cost Expenses within the template, use the Import option available under the Time/Expenses tab of a Matter details or navigate to the Time section and select the Time Entries tab.
Your templates must be completed to exactly match the data you have in your CARET Legal Account, including the Full Matter No., Timekeeper Names, and Work Types.
If time is NC or NCDS, put a T to indicate True, or F to indicate False
When attempting to upload soft costs, select the Expenses tab and select an option from the Import Options drop-down list.
The Caret Legal Template requires the following headers:
Soft Cost Expenses
If the Soft Cost Expense is Billable, enter T to indicate True. If it is not billable, enter F to indicate False.
If any of the data is not accepted, CARET Legal provides you with the records that failed to upload. There is an option to download only the failed records and update them.
Note: The Uniflow and Copitrak options will not accept the CARET Legal Template. If you use either of those providers, exporting the expenses directly from their software will provide you with the file that will be accepted during upload. No changes should be necessary. If you have any trouble uploading the exported file, please email firstname.lastname@example.org with a copy of the file attached along with details of the error you received.