Export Guide
Export your matters and contacts from CosmoLex as CSV files, then use the CaseClock CSV Normalizer to prepare them for import.
← All export guidesWhat to export
Matters (primary) and Contacts (if you need a separate client ID)
Estimated time
~5 minutes
Difficulty
EasyStep by step
Log in to CosmoLex.
Open Matters from the left navigation.
Use Search or the filter controls to show the matters you want to export.
Filter to active matters only where available.
Confirm that the columns you need are visible — matter file number, matter name, client name, matter owner, and area of law are the most important.
Click the Export icon (the download icon in the top-right area of the Matters screen).
Choose Custom Export if you need more than the current page of results.
Keep Apply current filters selected so only your filtered matters are included.
Choose CSV as the export format.
Download the file and open it in Excel or Google Sheets to confirm the columns.
If the Matters CSV does not include a usable client identifier, go to Contacts in the left navigation and repeat the export process for client records.
Tip: two exports may be needed
If the Matters export doesn't include a stable client identifier, export Contacts separately. The two files can be joined in the CSV Normalizer or in Excel before importing.
Column reference
| CaseClock field | CosmoLex column |
|---|---|
| client_id | Client ID — usually from the Contacts export |
| client_name | Name, Client, or client display name |
| matter_id | Matter File # |
| matter_name | Matter Name |
| practice_area | Area of Law |
| billing_lawyer | Matter Owner |
| jurisdiction | Not included in the standard Matters export |
| billing_rate | Not included in the standard Matters export |
The exact column names in your export depend on the columns visible in the CosmoLex screen at the time of export. Use the CSV Normalizer to map them to CaseClock format.
Software interfaces change over time
If these steps don't match what you see in CosmoLex, the vendor may have updated their interface since this guide was written. Our support team is happy to walk you through it.
Contact support →Next step
Run your exported CSV through the free CaseClock CSV Normalizer to map your columns to CaseClock format. It runs entirely in your browser — nothing is uploaded or stored.
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