How to Export Time Entries from Clio then Import to PCLaw (PC Law)

Objective:

  • Transfer Clio Time Entries to PCLaw (PC Law)
  • Export Time from Clio and import into PC Law (PC Law)

Environment:

  • Clio Web App
  • PCLaw
  • PC Law

Additional Information:

If there is a Matter or Client in the import that is not already in PCLaw, it will reject the line item

WARNING: This action is meant to "Post" your Time Entries for import into PCLaw for the purposes of billing. Time Entries exported through this method will be frozen and can no longer be edited, deleted, moved, or updated in Clio. This action cannot be undone.

Procedure:

  1. Access https://app.clio.com/nc/#/settings?path=export_activity_posts
  2. Click on Post
  3. Choose the User and Matter (optional)
  4. Click Export
  5. Using the Cost Recovery Module in PCLaw, import the CSV file
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