Is the export firm-scoped?

Yes. Exports are filtered to your firm and cannot expose another firm's data.

Is the export recorded?

Yes. Every export is logged in the audit log.

Feature · Data Export

Firm admins can export firm-scoped data as CSV at any time — clients, jobs, invoices, signatures and audit trail.

Standard CSV files you can open in any spreadsheet tool.

Exports include only your firm's data — never another firm's.

Available only to firm admins.

Every export is recorded in the audit log.

Take a periodic CSV backup of firm data.

Export data when migrating tools.

Pull data into a spreadsheet for ad-hoc analysis.

FAQ

Firm admins only. Staff and clients cannot export.

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