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Can I export my fees and disbursements to my accounting program from Prolegis?

You can export the fees and disbursements associated with your matter to files that can be uploaded into Clio, PC Law, Soluno and Cosmolex.

To create the export file, navigate to the Account or Fee Estimation Action.  Click the Export button at the bottom left side of the screen and select the system and the file you would like to export.  

Accounting export-1

Follow the steps below to import the data into PCLaw:

  1. Click on File.
  2. Click on Cost Recovery.
  3. Select the applicable layout.
  4. Choose the Process and select OK.

For information on how to import to Clio, click here.

For information on how to import to Cosmolex, click here.