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How to Export Time Entries From Clio Then Import to Juris

Objective:

  • Transfer Clio Time Entries to Juris
  • Export Time from Clio and import into Juris

Environment:

  • Clio Manage
  • Juris

Additional Information:

If there is a Matter or Client in the import that is not already in Juris, it will reject the line item

WARNING: This action is meant to "Post" your Time Entries for import into Juris for the purposes of billing. Time Entries exported through this method will be frozen and can no longer be edited, deleted, moved, or updated in Clio. This action cannot be undone.

Procedure:

  1. Access https://app.clio.com/nc/#/settings?path=export_activity_posts
  2. Click on Post
  3. Choose the User, Matter, and Date Range (optional)
  4. Click Export
  5. Use the Juris process for importing time entries
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