Moving over from another practice tool or a spreadsheet? Here's how to get your clients into eLegal Software today.

Is there a self-serve import?

Not yet. You can't bring in a CSV or spreadsheet of clients yourself right now.

What you can do

  1. Add clients one at a time: in the sidebar, click Clients, then Add client, fill in the details and click Save client.
  2. If you have a long list to move over, contact us. On the home page, use the "Send us a message" form and click Send Message, or email contact@elegalsoftware.com. Tell us roughly how many clients you have and where they're coming from.

Tips

  • Only Name is required when you add a client, so you can start with names and fill in email, phone and address later.
  • Add a client's email if you plan to send them invoices by email.
  • The free Starter plan allows 2 clients. To add more, upgrade to Professional or Lifetime.