Export Guide
Run the File Room Listing report in Unity to export your client and matter data, then upload directly to CaseClock to prepare it for import.
← All export guidesWhat to export
File Room Listing report from Reports, exported to CSV
Estimated time
~10 minutes
Difficulty
ModerateStep by step
Open Unity.
Click Reports in the main navigation.
Select File Room Listing report.
Set the Transactions From date range to include the files you want.
Choose Report by: Firm, Responsible Lawyer, or Originating Lawyer.
Use the Client / Matter range selection if you want only part of your file list.
Filter by Type of Law if needed.
Filter by Major Client if needed.
Choose Alpha or Numeric sorting.
Under Output Options, select Export to CSV.
Choose the Report Type: Standard or Identification & Verification.
Choose whether to include Open clients, Closed clients, or All clients. For a CaseClock import, choose Open clients unless you specifically want closed matters.
Optionally include Full matter description, Full name and address, or GST/HST exempt flag as needed.
Run the report and save the CSV file.
CSV formatting tip
Open the exported CSV in Excel or Google Sheets before uploading. If the file contains repeated header rows or offset values, clean it into a true flat table first. The CaseClock import handles standard single-header CSVs.
Column reference
| CaseClock field | Unity File Room Listing column |
|---|---|
| client_id | Client Number |
| client_name | Client Name |
| matter_id | Matter Number |
| matter_name | Matter Name or matter description |
| practice_area | Type of Law |
| billing_lawyer | Responsible Lawyer |
| jurisdiction | Not listed in the standard File Room Listing export |
| billing_rate | Not listed in the standard File Room Listing export |
Additional useful columns include Contact Name, Business Phone Number, Major Client, and Date Opened — include these if helpful for cleanup or client matching.
Software interfaces change over time
If these steps don't match what you see in Unity, 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 CaseClock import tool. Upload your file directly in the app — the import wizard will help you map your columns.
Request workspace access or book a support call if you have questions about setup.
