Casevoya

Export a complete client file

Export everything on a matter: documents, forms, messages, payments and the audit trail.

For: Firm teams4 stepsUpdated 17 Oct 2026
  1. Step 1: Open the matter

    Choose Export.

  2. Step 2: Confirm with your second step

    Exports always ask for two-step sign-in again.

  3. Step 3: Watch the progress

    The export runs in the background. You can leave the page and cancel at any time.

  4. Step 4: Download

    You get a notice when it’s ready. The link expires, and the download is logged.

Client-file exports and their progress
Client-file exports and their progress. Sample data.

Written from the Casevoya product specification (SEC-10, POST /exports). Screens and wording may change before launch.