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How Do I Generate the Bulk Load Spreadsheet?

Objective:

  • How do I create a Legal Aid Bill?
  • How to generate a Legal Aid Bil
  • Creating a Legal Aid Bill
  • Legal Aid client
  • Can I Edit the Bulk Load Spreadsheet?
  • LAA
  • England and Wales Billing
  • Legal Aid billing requirements for England and Wales

Environment:

  • Clio Manage

Additional Information:

  • Once your invoices have been created you can generate the Legal Aid Spreadsheet/CSV. To generate an invoice please follow the steps in this article (How Do I Generate a Legal Aid Bill?)

Answer:

  1. Click Billing on the left-hand side menu in your Clio Account
  2. In the upper right-hand side click Generate Legal Aid CSV
  3. Check billing type and period
  4. Click Save CSV
  5. The CSV file will then download to your computer

 

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