Export Guide
Export matters and contacts from PracticePanther's modern grid, then use CaseClock directly for import.
← All export guidesWhat to export
Matters grid (CSV) and Contacts (Excel → CSV)
Estimated time
~5 minutes
Difficulty
EasyPart 1
Log in to PracticePanther.
Open Matters in the main navigation.
Use the Status dropdown to show open or active matters.
Use Columns Toggle to display the fields you want in the export — include matter name, matter number, linked client, assigned user, and originating attorney.
Click Export.
Choose CSV.
Choose All to include all active matters that match your filters.
Download the CSV file.
Part 2
Open Contacts in the main navigation.
Filter to Primary Contacts if that matches your firm's client structure.
Click Export to Excel.
Choose Export All.
Save the file and convert to CSV if needed (File > Save As > CSV in Excel).
Column reference
| CaseClock field | PracticePanther column |
|---|---|
| client_id | Not a default PracticePanther field — use a contact auto-number or custom contact ID if your firm has one |
| client_name | Primary contact name or linked client/contact field |
| matter_id | Matter number (requires automatic matter numbering to be enabled) |
| matter_name | Matter name |
| practice_area | Custom matter field or tag if your firm uses one |
| billing_lawyer | Originating Attorney, Assigned To, or assigned user |
| jurisdiction | Custom matter field, if your firm stores it there |
| billing_rate | Matter Custom Rate, if exposed as a selected column |
Include matter custom fields in the export if your firm stores practice area, jurisdiction, or billing rate there. The exact headers depend on the columns visible in the Matters grid.
Software interfaces change over time
If these steps don't match what you see in PracticePanther, 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.
