Equitrac - Exporting Matter List Updates

Firms using Equitrac cost recovery software are able to export updated matter lists from Brief Accounting.

The Equitrac export file is a text file (.txt) that can be imported into Equitrac.*

To produce the export file from Brief Accounting:

Confirm with Brief Legal Software ([e-mail]) that Equitrac has been enabled for your firm.

From the Brief Accounting Home Screen, select the Reports menu (on the menu bat at the top of your screen).

Select the "Matters" option

Select "Equitrac - Matter List" as the Info Link to Print to File.

Select the date range that (the date range should include all dates where matters may have been added to or modified in Brief Accounting).

Click Print.

A prompt will be displayed to save the text (.txt) file. Click "Write":

Save the text file in a location where it can be accessed and imported into Equitrac.

* Equitrac may need to be configured by your IT person or by Equitrac to accept the Brief Accounting export file.