Getting Started
Select your practice management software below for step-by-step instructions on exporting the right report so your client and matter data imports cleanly into CaseClock.
01
Export from your system
Follow the guide for your practice management software to get the correct CSV file.
02
Run it through the Normalizer
Use the free CSV Normalizer at import.caseclock.ai to map your columns to CaseClock format.
03
Import into CaseClock
Upload the formatted file during onboarding to populate your clients and matters instantly.
Select Your Software
Export your matters and contacts from CosmoLex using the built-in CSV export icon.
View export guide →Run the Case List and Contact reports in MyCase and export each as CSV.
View export guide →Use the Matter – Full List report in Smokeball to export your matter data.
View export guide →Export matters and contacts from PracticePanther's modern grid with one click.
View export guide →Run the File Room Listing report in Unity and export directly to CSV.
View export guide →Export contacts and open matters separately from the PCLaw desktop application.
View export guide →Use Custom Export in Time Matters to export Cases and Contacts as separate CSV files.
View export guide →Build a List of Projects and List of Clients report in Filevine's Report Builder.
View export guide →Use Advanced Search in Rocket Matter to filter and export your matters and clients.
View export guide →Export the Matter List and Card Details reports from LEAP Reports.
View export guide →Run the Client Info Listing report in Sage Timeslips and save it as CSV.
View export guide →Use Export All Data in CaseFox Settings to download your full data workbook.
View export guide →Contact Interbill support to request your client and matter data as CSV files.
View export guide →Export CMCLIENT and CMRELATE files through PracticeMaster, plus lookup tables.
View export guide →Export clients via the Export menu and manually capture your Projects list.
View export guide →Free Tool
Use the free CSV Normalizer to convert your export into CaseClock format. It runs entirely in your browser — nothing is uploaded or stored.
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