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How to Export Data from ESILaw [ESI Law]

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Objective:

  • Get my data out of ESI Law
  • Migrate from ESI Law
  • Export from ESI Law
  • ESI Law migration
  • Get data from ESI Law to Clio 

Environment:

Additional Information:

Please note that the success of any data migration depends primarily on the quality of the data set provided to us. Before attempting to migrate your information into Clio, you should ensure that your data is consistently formatted, well organized, sufficiently backed up, and stored securely. If you are not certain, it is recommended that you consult with your Clio representative before proceeding.

Procedure:

Contacts/Matters:

  • Choose File in the main menu
  • Select Import & Export
  • Click on Create import/export template
  • Select Export Type (Clients, Contacts, Vendors)
  • Select each of the columns that needs to be exported or Click on Select All
  • Click Next and select the download location.

Here is a set of instructions for exporting Unbilled Time, Unbilled Expenses and Outstanding Balances. Note that these instructions are on beta phase and are still being tested. Set expectations appropriately with the clients.

Unbilled Time: 

  • Choose the Reports icon in the main menu

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  • In the Lawyers & Timekeepers section click on the Lawyer Summaries - Unbilled and Unbilled Write-Offs (report might also be called Summaries) report.

mceclip2.png

  • In the Transactions section, adjust the date parameters
  • In the Report By drop down, select Working Lawyer
  • Uncheck the box that says Suppress zero balances
  • Click on the View button.

Note: Versions where you have Summaries report, click on the amount hyperlink of the Year to date column once you click on View button

  • From the main report view, click on the Fee dollar value for one timekeeper. This will open a new screen for   for one Export icon in the top left corner of the screen    
  • In the Report Type select the CSV option 
  • Select the download location
  • Click Save
  • Repeat for all timekeepers listed on the report 
  • Merge Downloaded CSVs into one “Time CSV”

Unbilled Expenses: 

  • Choose the Reports icon in the main menu
  • In the Lawyers & Timekeepers section click on the Lawyer Summaries - Unbilled and Unbilled Write-Offs report 
  • In the Transactions section, adjust the date parameters
  • In the Report By drop down, select Working Lawyer
  • Uncheck the box that says Suppress zero balances
  • Click on the View button 

Note: Versions where you have Summaries report, click on the amount hyperlink of the Year to date column.

  • From the main report view, click on the Disbursements dollar value for one timekeeper. This will open a new screen for   for one Export icon in the top left corner of the screen    
  • In the Report Type select the CSV option 
  • Select the download location
  • Click Save
  • Repeat for all timekeepers listed on the report 
  • Merge Downloaded CSVs into one “Expenses CSV”

Outstanding Balances:

  • Choose the Reports icon in the main menu
  • In the Accounts Receivables section click on the Accounts Receivables Aging report 
  • In the Transactions section, adjust the date parameters 
  • Click on the View button 
  • From the main report view, click on the Export icon in the top left corner of the screen    
  • In the Report Type select the CSV option 
  • Select the download location
  • Click Save

Related Content:

What happens to the information that can't be brought to Clio in a data migration? See this article or contact us for information about the best practices for setting up your Clio account!

What data can I migrate from ESI Law to Clio?

 

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