Export Guide
Export the Matter List and Card Details reports from LEAP Reports, then use the CaseClock CSV Normalizer to prepare them for import.
← All export guidesWhat to export
Matter List Report plus Card Details Report (people, then companies) — three exports total
Estimated time
~10 minutes
Difficulty
ModeratePart 1
Log in to LEAP Reports.
Open Matter List Report.
Set the Date Range to include the matters you want.
Go to Staff and set Include Inactive Staff to Yes if matters may be assigned to inactive staff.
Go to Include and set Archived Matters based on your needs — leave archived matters out for a standard CaseClock import.
Click View.
Click Export.
Choose CSV.
Save the file.
Part 2
Open Card Details Report.
Set Add Creation Date Filter to No.
Go to Display > Card Type.
Select People only.
Click View.
Click Export and save the file.
Part 3
Open Card Details Report again.
Set Add Creation Date Filter to No.
Go to Display > Card Type.
Select Business, Company, Government, and Trust.
Click View.
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 | 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
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.
Start your 45-day free trial. No credit card required. If you have questions about your setup, book a support call.
45-day free trial. No credit card. Cancel anytime.
