Firm Export
CSV snapshot route
Data Ownership & Export
Your firm controls its operational records.
SweetBean supports portability through export and download workflows while keeping governance in admin controls.
Download
document and invoice paths
Admin
role-gated controls
Data Lifecycle in SweetBean
Capture
Client, case, billing, and document records are created under firm context.
Manage
Role permissions control who can view, edit, and administer key workflows.
Retrieve
Document and invoice routes support direct retrieval when needed.
Export
Firm admins can run the firm-data export route for portability planning.
Current Portability Map
| Data Category | In-App Location | Portability Path |
|---|---|---|
| Firm operational data | Settings / firm records | Firm export CSV route |
| Documents | Document management routes | Download routes / sharing controls |
| Invoices and receipts | Billing and invoicing routes | Invoice/receipt download routes |
Need details on policy fit? Review the FAQ page.
Want to review data controls before rollout?
We can walk through export scope and governance behavior with your team.