Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

Can I Migrate Bills into Clio?


  • Migrating Bills 


  • Clio Manage

Additional Information:

Currently, it is only possible to migrate Time and Expense Entries, but not Bills. Note that Time Entries and Expenses will come over as unbilled time when imported/migrated. 


While Bills cannot be migrated or imported into the Clio's billing features, please note the following recommended best practices for bringing your Clients' billing history to Clio:

  1. Bring over your Outstanding Accounts Receivables Balances and Trust Balances so that your Client balances are correct.
  2. Keep an archive of your older Bills in Clio by saving PDF versions as Documents attached to the appropriate Clients or Matters.
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality