Export your firm data
During Level 2, we'll build a live dashboard from your real firm data. To make this work, export the following as CSV or Excel files. Don't worry if you don't have all of them — bring what you have.
Can't export your firm data right now? No problem.
On the final step of this prep, you'll download level-2-sample-data — sample firm data you can use to build the dashboard during Level 2. So no worries if you can't pull your real exports today.
What to export
Leads Generated
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
Required columns: Case Name, Practice Area, Status, Date Opened, Attorney
Optional: Case Value, Last Activity Date, Client Name
Revenue
Required columns: Date, Amount, Case (or Client) Name, Type
Type examples: collected, projected, billed
Settled Cases
Required columns: Date Signed, Date Settled, Settlement Amount, Practice Area
This is what powers your conversion rate and time-to-signature metrics.
How to export from common platforms
- Excel: File → Save As → CSV (or just send the .xls file)
- Google Sheets: File → Download → Comma Separated Values (.csv)
- Clio Manage: Matters → Filter → Export → Choose columns → Download CSV
- MyCase: Cases or Clients → Filter → Export → CSV
- Filevine: Reports → Reports Builder → Export → CSV
- PracticePanther: Reports → choose the report you want → Export to CSV
- Smokeball: Reports → choose your report → Export → CSV
- CosmoLex: Reports → choose your report → Export → CSV
- Lawmatics: Reports → Lead Reports → Export
- Clio Grow: Leads → Export → CSV
- HubSpot: Reports → Custom Report → Export as CSV
- QuickBooks: Reports → Sales by Customer Detail → Export → Save as CSV (for revenue)
Where to save the files
Create a folder on your desktop called dashboard — lowercase, no spaces. Save all .xls or .csv files in this folder. You'll point Claude Code at this folder at Level 2.
Why lowercase? Claude Code uses the folder name to deploy your tool, and the deploy step requires lowercase. Saves you from a confusing error during the workshop.