How can I export my case data?

You can download all documents and data from a case as a zip file. This is useful for archiving completed cases, sharing case files with colleagues, or keeping local backups.

Export a case

From your cases homepage, find the case you want to export.

Click the three-dot menu next to the case name.

Click Export Matter.

Starting an export asks you to verify your identity with a second factor, so enable two-factor authentication in your account settings first.

We prepare the archive in the background, which takes a few minutes for a large case. You can leave the page while it builds.

When the archive is ready, a Your export is ready dialog and a bell notification both offer Download. Downloading asks for a second factor again, and the link stays valid for a few minutes after you press it. The archive is kept for seven days.

What's included in the export

The exported zip file contains three things:

• README.txt with the export date, case name, who exported it, a security notice, and the number of documents and messages included

• documents/ with the original files uploaded to the case

• conversation.txt with the full chat history, merging the messages from every thread into one list in time order

If a document cannot be retrieved, it is left out of the archive and counted as unavailable in README.txt.