Export Guide
Build a List of Projects and a List of Clients in Filevine's Report Builder, then upload directly to CaseClock to prepare them for import.
← All export guidesWhat to export
List of Projects and List of Clients from Report Builder
Estimated time
~5 minutes
Difficulty
EasyPart 1
Log in to Filevine.
Open the main menu and go to Report Builder.
Under Create New Report, choose List of Projects.
In Set Up Columns, move the columns you need into the report. Include Client Name, projectID, and the project name or title field.
If you need custom project fields, select the Org and Project Type first — this makes project-specific columns available.
In Choose Criteria, leave the default active-project scope if you only want active projects. Add filters if needed.
Run the report.
To export visible results, right-click a cell in the results and choose Export Loaded Data.
Choose CSV or Excel.
Part 2
Return to Report Builder.
Create a List of Clients report.
Include personID and the client name fields.
Run and export the report as CSV.
Large export tip
Export Loaded Data may only export the currently loaded page of results, not all records. For larger exports, save the report, go to the Save/Export page, choose CSV Report, and download from Saved Reports when it is ready.
Column reference
| CaseClock field | Filevine column |
|---|---|
| client_id | personID from List of Clients report |
| client_name | Client Name or project client |
| matter_id | projectID from List of Projects report |
| matter_name | Project name or project title |
| practice_area | Project type or custom project field |
| billing_lawyer | Team, assigned user, or custom field depending on Filevine setup |
| jurisdiction | Custom or project-type-specific field, if configured |
| billing_rate | Billing or custom field, if billing data is enabled and exposed |
In Filevine, projects are the equivalent of matters. projectID and personID are the primary keys. Field names beyond these can vary significantly by organization.
Software interfaces change over time
If these steps don't match what you see in Filevine, 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.
