Can I export financial information to Clio?

NOTE: Enable the Clio Sync to facilitate the auto-matic upload - Clio Integration.

Once within the desired matter, navigate to Actions > Account or Fee Estimation

After the account has been saved, go to the bottom of the page to and click the blue Export button.

To push directly to Clio, click "Push to Clio". You will see the fees and disbursements updated to show their link to Clio.

To pull directly from Clio, click "Pull from Clio"

If you would prefer to upload manually, go to the following link:

Click Add
Under Import select Activities from CSV
Under User select the Clio User who should be associated with the imported entries
Click Choose File
Select the Activity file you wish to import
Click Upload File
Wait for the State of the Activities import to reach Complete

You have the ability to export your fees and disbursements from Prolegis and have them automatically uploaded to Clio.