KCS - 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

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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