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How to Export Your Time Entries to PCLaw

To Export your Time Entries to PCLaw, simply go to https://app.clio.com/nc/#/settings?path=export_activity_posts and then click on "Post".

Next, optionally choose the User and Matter and click "Export".

When you click on "Export" you will see the notation that it is completed and a Download of the CSV is available.  

If you then go to the Matter and look at the Time Entries, you will note the "Posted on" notation.  If you try and edit an unbilled posted entry, you will get a warning.  

Next, using the "Cost Recovery Module" in PCLaw, import the CSV file.  For more information please see HERE.  

Please note if there is a Matter or Client in the import that is not already in PCLaw, it will reject the line item.  

Below is a sample of the export and how it looks like, row 1 are the headers and should not be changed:

Posted_Activities_73823704_20190620_2019-06-20_10-23-39.png

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