Export Guide
Run the Case List and Contact reports in MyCase to export your matter and client data, then upload directly to CaseClock to prepare them for import.
← All export guidesWhat to export
Case List Report and Contact Report — both from the Reports section
Estimated time
~5 minutes
Difficulty
EasyPart 1
Log in to MyCase.
Go to Reports in the main navigation.
Open Case List Report.
Click Customize report.
Add the columns you need: case name, case number, practice area, and lead attorney are the most important.
Use filters to include only active or open cases where available.
Click Run report.
Click More, then select Export as CSV.
Save the exported file.
Part 2
Go back to Reports.
Open Contact Report.
Click Customize report.
Add the columns you need: contact name, company name, email, and any custom client ID field your firm uses.
Click Run report.
Export the report as CSV.
Save the exported file.
Full Backup alternative
MyCase also offers a Full Backup under Settings › Import/Export. This produces a ZIP file with CSV files for cases and contacts. It's useful for a complete archive but MyCase may limit this to once per day.
Column reference
| CaseClock field | MyCase column |
|---|---|
| client_id | Custom client ID field if available — not a default MyCase column |
| client_name | First Name + Last Name, Company, or contact display name |
| matter_id | Number or case number (internal case ID) |
| matter_name | Case/Matter Name |
| practice_area | Practice Area |
| billing_lawyer | Lead Attorney |
| jurisdiction | Not included in the standard case export |
| billing_rate | Not included in the standard case export |
MyCase does not include a native client ID by default. If your firm uses a custom field for client numbers, add that column when customizing the Contact Report.
Software interfaces change over time
If these steps don't match what you see in MyCase, 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.
