Export Guide
Use the Matter – Full List report in Smokeball to export your matter data, then use CaseClock directly for import.
← All export guidesWhat to export
Matter – Full List report from Reports, plus Clients – Full List if you need a separate client ID
Estimated time
~5 minutes
Difficulty
EasyStep by step
Log in to Smokeball.
Open Reports from the left menu.
Choose Matter – Full List.
Apply filters before running the report. Filter to open or active matters where available.
Include useful columns such as matter number, client name, matter type, matter description, supervisor, and fee earner.
Click View Report.
Click the export icon (shown as a floppy disk in Smokeball's report toolbar).
Choose CSV (comma delimited).
Download the CSV file.
If you need a separate client list with a distinct client ID, repeat the process using Clients – Full List or Contact Export.
Plan note
The Matter – Full List report may depend on your Smokeball plan (Grow or Prosper+). Menu names may also vary by region. If you don't see this report, contact Smokeball support to confirm what's available on your plan.
Column reference
| CaseClock field | Smokeball column |
|---|---|
| client_id | Not a separate column in the standard Matter – Full List; use Clients export if needed |
| client_name | Client Name |
| matter_id | Matter Number |
| matter_name | Matter Description or Description |
| practice_area | Matter Type |
| billing_lawyer | Matter Fee Earner or Supervisor |
| jurisdiction | Not generally included in Matter – Full List |
| billing_rate | Not generally included in Matter – Full List |
Confirm that the Matter Number column is populated for all rows before importing into CaseClock. If needed, create a client ID from the client name or a separate Clients export.
Software interfaces change over time
If these steps don't match what you see in Smokeball, 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.
