Accounting Export for Clio

Accounting Export for Clio lets modern firms link Clio and Juris Accounting systems together.

Key Features:

  • Enter time entries into Clio just like always
  • Run complete or partial exports at any time
  • Export by time keeper, matter, practice area, and more.
  • All exports get backed up to Clio
  • Smart Exporting makes sure you don’t export the same entries twice.

Simply visit http://www.AlphaDriveForClio.com/free-trial to download a trial.

Contents

Connecting Accounting Export to Clio
Using Accouting Export with Clio
Contacting Accounting Export Support

Connecting Accounting Export to Clio

1. Run Accounting Export and Choose your Region

Launch the Accounting Export application shortcut from your desktop and choose the Clio region that you want to authenticate to as shown in the image below:

2. Enter your Clio username and password

After choosing your Clio region, you'll be prompted to enter your Clio username and password.  Simply enter them on the following screen to continue.

Using Accounting Export with Clio

First, have your staff add time entries into Clio just like they always would:
When you're ready to do an export, just run the Accounting Export and put check marks next to the records you want to export.  If you want to search or filter, you can use the search box or the filter icons to do that.
Also, if you'd like to group similar records together, just drag the appropriate column headers to the "Group By" bar and they'll be automatically grouped as you specify.  You can also use "Select all" to speed things up.

Once you've got all your records marked, just click "Export".
If they do not already exist, the Export will automatically create a contact named AlphaDrive and a matter named Accounting Export.  The results of the export will be saved into a subfolder with the following name:  YYYY\MM\DD (Year\Month\Day) and a filename that indicates the time:
If you're using Cloud Drive for Clio, you can immediately load the export into Juris:
And if you're not, you can download the export from Clio and then load it into Juris.

Contacting Accounting Export Support

To contact Accounting Export support, visit https://www.alphadriveforclio.com/training-and-support

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