This article explains the features of the new LegalOn. For information on the current version’s product features, please refer to this page.
You can export information about matters in CSV format and use the file for aggregation and analysis.
How to export matters as a CSV file
Open the [Matters] list screen.
Click […] → [Export matters] on the right side of the screen.
Set the export conditions and click [Export].
Available Filter Conditions
Condition | Description |
Matter assignee | Choose to export only matters assigned to you, or all matters. |
Matter creation date | Export matters created within a specified period. Examples:
|
Data included in the CSV export
Field | Description |
Data Export Date/Time | Date and time when the export was generated. |
Tenant name | Your tenant name. |
Matter ID | Unique ID for each matter. |
Matter name | Full name of the matter. |
Matter type | Selected type (e.g., Contract Review, Drafting). |
Requester | Display name of the current requester. |
Requester's email address | Email address of the current requester. |
Requester department | Registered requester department. |
Details | Full request details (up to 4,000 characters). |
Status | Current status. |
Assignee | Assigned main responsible person. |
Secondary assignees | Any additional assignees. |
*Due Date (1) | The set due date (based on system time zone JST). |
Matter details URL | URL to the Matter Details page. |
*Linked File - Counterparty (2) | Counterparty name for any linked files (up to 5). |
*Linked File - Counterparty Count (2) | Number of counterparties for linked files. |
*Linked File - Type (2) | File type for any linked files. |
*Linked File - Position (2) | Position settings for any linked files. |
Created Date/Time | When the matter was created. |
Latest Message Updated Date/Time | Last updated date/time of messages or emails. |
First Completion Date/Time | First date/time the status was marked as “Completed.” |
*Last Completion Date/Time (3) | Last date/time the status was marked as “Completed.” |
*Custom Fields (4) | Any custom matter fields configured by your Admin. |
⚠️ Notes
(*1) Dates follow JST (Japan Standard Time) as the system’s default time zone.
(*2) For linked files, information for up to 5 files will appear in order. For more than 6 linked files, check details in the Matter details page.
(*3) If a matter status changes from Complete → In Progress → Complete, the last “Complete” time is shown.
(*4) All custom fields appear in the export if configured.
💡 Info
If you have a large number of records, the export may take extra time.
Maximum export limit is 1,000 matters at once.
The export columns cannot be customized.
Any fields with no data will be blank in the CSV file.
Example: If no sub-assignee is set, that column will be blank.
If the filter conditions match no matters, the CSV will be blank except for the column headers.