CSV Import/Export Guide for CaseClock Users: Simplified Steps

If you don’t use Clio, you can still use CaseClock to capture time quickly and move it into your billing/practice management workflow using CSV export/import.

If you’re just getting started, see:

https://caseclock.ai/support/get-started

Quick summary

Capture entries in CaseClock (voice-first).
Review/edit for accuracy.
Export CSV from CaseClock.
Import into your billing/PMS tool (or send to your admin/bookkeeper).

Best practice during beta: start with a simple export and tell us what software you use so we can help you map it.

Recommended workflow (simple)

Step 1 — Capture

Use CaseClock during the day, at end-of-day, or as you leave the office.

Example recordings:

“0.1 — email to client re next steps — Jones file”
“0.2 — call with opposing counsel re scheduling — Smith file”
“Bookmark: reviewing contract changes, paused at clause 12 — Chen file”

Step 2 — Review

Before exporting:

confirm the matter/client label (whatever naming you use)
confirm the description is clear
confirm the duration is correct (hours or increments)

Step 3 — Export CSV

In CaseClock, go to the export/share area and choose Export CSV.

Step 4 — Import or deliver

Depending on your workflow:

import the CSV into your billing/PMS tool, or
send it to your admin/bookkeeper to post entries.

What a CSV export typically includes

Your export may include some or all of:

Date
Duration (hours)
Client label/name
Matter label/name
Description / narrative
Lawyer/timekeeper name (optional)
Rate (optional)
Activity/task code (optional)

Different systems require different columns. That’s normal.

Importing into your billing/PMS tool

Most systems follow the same pattern:

Download the system’s time entry import template (if available).
Compare required fields/columns to the CaseClock export.
Map columns in Excel/Google Sheets.
Import.

If your system doesn’t support import:

you can still use the CSV as a clean handoff to an admin
or you can copy/paste entries into your system

CSV mapping tips (common issues)

Hours vs minutes

If your system wants minutes, multiply hours by 60.

Date formats

Some systems require:

YYYY-MM-DD (e.g., 2026-02-11) Others require:
MM/DD/YYYY (e.g., 02/11/2026)

If your import fails, check the required date format.

Matter IDs / client IDs

Some tools require numeric IDs rather than names. If so:

export your matters/clients from your PMS
add an ID column to your spreadsheet
map names → IDs

Required fields

Import errors often occur because a required field is blank:

matter
timekeeper
date
duration
narrative/description

Best practices during beta (so we can support you)

If you tell us what software you use, we can provide:

a recommended column mapping
a sample CSV template
a step-by-step import guide

Please email support with:

the name of your billing/PMS tool
what you’re trying to import (time entries)
what fields it requires (screenshot works)
any error message you see

Support email: {{SUPPORT_EMAIL}}

Troubleshooting

“My system rejected the CSV”

Most common causes:

required fields missing
wrong date format
duration format mismatch (minutes vs hours)
system requires matter/client IDs

Send us:

the error message
the name of the system
a redacted copy of the CSV (remove client names if needed) and we’ll help you map it.

“I’m not sure what to put for client/matter”

Use your internal naming convention (even if informal). The priority is:

you capture the work
the description is clear
it can be matched to the correct file later

Get Started: https://caseclock.ai/support/get-started
Quick Start: https://caseclock.ai/support/quick-start
FAQ: https://caseclock.ai/support/faq
Clio Sync Expectations: https://caseclock.ai/support/clio-sync-expectations
Feedback / known issues: https://caseclock.ai/support/feedback-known-issues

CSV Import/Export Guide (Using CaseClock without Clio)