2017

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KCS - How to Export Time Entries

Objective:

  • How to export Time Entries 
  • How to export an Attorney's Time
  • Run Report for fee application
  • How to Produce a fee assessment/Application
  • How to track my time 

Environment:

  • Clio Web App 

Additional Information:

  • Please note that in the new Clio experience it is not currently possible to Export to a PDF file type but this functionality is currently being worked on
  • By default, the Activities page will show only your own entries for today

Procedure (Previous Clio):

  1. Select Activities
  2. Select Filter 
  3. Uncheck the box Filter Dates
  4. Select Export 
  5. Select Output Format 
  6. Select Create Export 

Procedure (New Clio):

  1. Select Activities
  2. Click on Time
  3. Click on Filters (Optional) 
    • Select the appropriate Firm user, Invoice status, Matter and Category 
    • Click Apply filters
  4. Click on Columns (Optional) 
    • Check or uncheck the various columns to add or remove
  5. Enter a start and end date or select a date range from the dropdown menu (Optional) 
  6. Click Export at the bottom of the page
  7. Select Column preferences
  8. Click Export
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