KCS - How to Export Time Entries from Clio then Import to PCLaw

Objective:

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

Environment:

  • Clio Web App
  • PCLaw

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/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
Was this article helpful?