Export your firm data
On event day, we'll build a live dashboard from your real firm data. To make this work, export the following as CSV files. Don't worry if you don't have all of them — bring what you have.
What to export
New Leads (last 6 months)
Required columns: Date, Name, Phone, Email, Source, Status
Source examples: Google Ads, Facebook Ads, referral, organic, website
Status examples: new, contacted, qualified, signed, lost
Active Cases (current case load)
Required columns: Case Name, Practice Area, Status, Date Opened, Attorney
Optional: Case Value, Last Activity Date, Client Name
Revenue Data
Required columns: Date, Amount, Case (or Client) Name, Type
Type examples: collected, projected, billed
Last 6 months minimum, 12 months ideal.
Settled Cases (last 12 months)
Required columns: Date Signed, Date Settled, Settlement Amount, Practice Area
This is what powers your conversion rate and time-to-signature metrics.
What you DON'T need to export
Do not export full case files, client communications, medical records, or anything that feels sensitive. The dashboard works with metadata only — counts, sources, dates, amounts. Skip anything that shouldn't leave your case management system.
Where to save the files
Create a folder on your desktop called “Level 2 Data”. Save all CSVs in this folder. You'll point Claude Code at this folder on event day.