Security
Export your firm data
How firm administrators download a ZIP of CSV records anytime from Settings.
Your data stays yours
Your firm owns its practice data. A firm administrator can download a copy anytime from Settings. You do not have to wait until you cancel, and you do not need to ask support for an export.
That is the point: peace of mind, and no lock-in.
What you get
The export is a ZIP of CSV files you can open in Excel or Google Sheets. Typical files include contacts, companies, matters, people on matters, tasks, time, expenses, invoices, payments, intake answers, and staff names and roles.
IDs are included so related files can be joined (for example, a contact ID on a matter).
What is not included
Uploaded files are not in this export: documents, media, email attachments, and intake uploads. Integration secrets and API tokens stay out. Records from other firms never appear.
Who can run it
Only firm administrators. Create the export from Settings, then download the ZIP when it is ready. Estate Link keeps your 5 most recent backups on that page. They stay there until you create another. A sixth backup permanently deletes the oldest one.
If you are leaving
You can take a copy of your records with you. Export before you cancel if you want a backup on hand. For help mapping those files into another system, contact support.