CSV Workflow
CaseClock works with any billing or practice management system. If you do not use Clio, this guide covers the complete CSV workflow from capturing time to importing entries into your system.
Get Started01
Capture
Use CaseClock during the day to record time entries by voice.
02
Review
Confirm each entry's matter, description, and duration before exporting.
03
Export
Export a CSV file directly from the CaseClock app.
04
Import
Import the CSV into your billing system, or send it to your admin.
Platform Export
Select your practice management system below for step-by-step export instructions.
Export instructions for PCLaw are coming soon. In the meantime, visit PCLaw's official documentation for export guidance, or contact our support team.
Export instructions for Cosmolex are coming soon. In the meantime, visit Cosmolex's official documentation for export guidance, or contact our support team.
Export instructions for MyCase are coming soon. In the meantime, visit MyCase's official documentation for export guidance, or contact our support team.
Export instructions for Filevine are coming soon. In the meantime, visit Filevine's official documentation for export guidance, or contact our support team.
Export instructions for PracticePanther are coming soon. In the meantime, visit PracticePanther's official documentation for export guidance, or contact our support team.
Export instructions for Dye & Durham are coming soon. In the meantime, visit Dye & Durham's official documentation for export guidance, or contact our support team.
Step by Step
The workflow is simple. Capture time throughout the day, review your entries for accuracy, export a CSV, and import it into your billing system. Here is what each step looks like in practice.
Step 1 — Capture
Use CaseClock during the day, at end of day, or as you leave the office. Speak naturally. Example recordings:
Step 2 — Review
Before exporting, confirm: the matter and client label, the description is clear and defensible, and the duration is correct.
Step 3 — Export CSV
In CaseClock, go to the export area and choose Export CSV. The file will download to your device.
Step 4 — Import or Deliver
Import the CSV into your billing or practice management tool, or send it to your admin or bookkeeper to post the entries.
Free Tool
Skip manual setup. Use the free CSV Normalizer to import your entire client and matter list from any practice management system in minutes. It converts your data to CaseClock’s format locally in your browser. Nothing is ever uploaded.
Open CSV NormalizerCommon Issues
Export Format
Your CaseClock export includes the fields most billing systems require. Different systems require different columns, which is normal. The CSV Normalizer tool can help you reformat the export for your specific system.
| Field | Notes |
|---|---|
| Date | The date the work was performed |
| Duration | In hours (e.g., 0.2) |
| Client | Your client label or name |
| Matter | Your matter label or name |
| Description | The narrative or work description |
| Timekeeper | Your name (optional) |
| Rate | Billing rate (optional) |
| Activity code | Task or activity code (optional) |
Need Help Importing?
Our Support Hub has guides for each part of the CSV workflow, including column mapping tips, format requirements, and step-by-step instructions for common practice management systems.
Visit Support HubWhat to include
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