Backing up your data is another important part of administering your account. To download a backup copy of your data, simply visit Firm Settings > Exports.
Click the "Export My Data" button to start the export. All of your data will be loaded into CSV files and compressed into a ZIP file. Once your export is completed, a download link will be available under Firm Settings > Exports.
Note: The CSV files are a complete backup of all the data you’ve entered in CaseFleet. Any files you’ve uploaded are not included in this backup - only raw data. Uploaded files must be downloaded separately.
You can also export your any documents loaded into CaseFleet from the Sources page. Click here for more information.