Export Guide

How to Export from LEAP

Export the Matter List and Card Details reports from LEAP Reports, then use CaseClock directly for import.

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What to export

Matter List Report plus Card Details Report (people, then companies) — three exports total

Estimated time

~10 minutes

Difficulty

Moderate

Part 1

Export your matters

1
Log in to LEAP Reports.
2
Open Matter List Report.
3
Set the Date Range to include the matters you want.
4
Go to Staff and set Include Inactive Staff to Yes if matters may be assigned to inactive staff.
5
Go to Include and set Archived Matters based on your needs — leave archived matters out for a standard CaseClock import.
6
Click View.
7
Click Export.
8
Choose CSV.
9
Save the file.

Part 2

Export individual clients (people)

1
Open Card Details Report.
2
Set Add Creation Date Filter to No.
3
Go to Display > Card Type.
4
Select People only.
5
Click View.
6
Click Export and save the file.

Part 3

Export company and organization clients

1
Open Card Details Report again.
2
Set Add Creation Date Filter to No.
3
Go to Display > Card Type.
4
Select Business, Company, Government, and Trust.
5
Click View.
6
Click Export and save the file.

Combining your client files

LEAP separates people and companies into different card types. Before uploading to CaseClock, combine both Card Details exports into a single client list. Remove archived matters unless they should be available in CaseClock.

Column reference

CaseClock field mapping

CaseClock field	LEAP column
client_id	Card ID, client number, or other client identifier from Card Details Report
client_name	Person, company, business, government, or trust name from Card Details Report
matter_id	Matter number or file number from Matter List Report
matter_name	Matter name, matter description, or file name from Matter List Report
practice_area	Matter type or area of law, if included
billing_lawyer	Staff, responsible lawyer, or assigned lawyer, if included
jurisdiction	Not confirmed in the reviewed documentation
billing_rate	Not confirmed in the reviewed documentation

Software interfaces change over time

If these steps don't match what you see in LEAP, 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

Ready to import your LEAP data?

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.

Import in CaseClock CSV Import Guide

Ready to try this in your workflow?

Request workspace access or book a support call if you have questions about setup.

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