Set up CSV billing with CaseClock
Import your client and matter list into CaseClock, choose the export layout your billing program reads, and set the lawyer ID it expects.
Use this route when the firm imports clients and matters from a file, and imports approved time back into its billing program from a CaseClock file. Firms using Clio, PCLaw Sync or Unity Accounting Sync use those dedicated guides instead.
Import the client and matter list
Export clients and matters from the billing program. The file needs, at minimum, a client ID, client name, matter ID and matter name for every matter.
In the CaseClock web app open Settings, Clients and Matters, then Update clients and matters. Choose the billing-program source and upload the file.
Check the column matches on Map columns, then use Review your import to resolve any problems before importing.
Under CSV export for your billing program, choose the layout your program expects and enter the Lawyer ID it knows you by.
CaseClock remembers a recognised layout. You can undo an import from Import history for seven days.