Finally—Painless Data Migration for Law Firms

Our data migrations experts will provide tools and support to help you switch to Clio.

A data migrations expert from Clio speaks to a customer at the annual Clio Cloud Conference.

Here’s what to expect from Clio’s data
migration process

Feeling anxious about transferring your data? We've outlined what the process looks like so don’t feel like you’re in the dark.

  • 1. Onboarding call

    We’ll get to know your firm’s major workflows and share migration timelines.

  • 2. Data Export

    Learn what data can be exported and align on expectations.

  • 3. Data Upload

    Next, we import your data into your new Clio account.

  • 4. Review

    You get a chance to review the data in Clio for accuracy.

  • 5. Start Using Clio!

    Your firm’s account is ready and you can start running your practice from the Cloud.

Make the move to Clio, like King Law

Migrate your data from anywhere

We have experience migrating firms from nearly every starting point—from pen and paper to complex, server-based software.

  • Pen and paper

    Modernize your practice by moving physical files into the cloud, so everything is secure and centralized in one place.

  • Spreadsheets

    Make your firm more efficient by automating time-consuming tasks with better tools.

  • Cloud-based legal software

    Your data is already in the Cloud, so you can expect all the same benefits but with heightened functionality.

  • Server-based, legacy software

    Ditch the server in the closet and migrate to the Cloud with confidence. Experience maximum efficiency and the flexibility to work from anywhere.

  • Wondering if Clio can migrate your data from a specific program?

    Check out our list of legal software to see the range of programs we’ve helped firms migrate away from.

    See List

Moving to Clio is easier than you think

Don't let data migration hold you back from being more efficient. We make it easy for you to make the switch.

Schedule a demo Download our data migration overview

Frequently asked questions about
migrating to Clio

What data can be migrated?

Clio can migrate a broad range of data types including contacts, matters, calendars, tasks, and unbilled time and expense activities.

The scope of migration may vary depending on your current system’s compatibility and the complexity of the data.

How much does data migrations cost?

Clio offers a complimentary data migration service for many common systems. However, the cost can vary for more complex migrations or systems not directly supported. It’s best to consult with Clio for an accurate estimate based on your specific needs.

How long does the data migration process typically take?

The duration of the data migration process varies based on the amount of data and the complexity of the existing system—it can take anywhere from a few days to a few weeks. Rest assured, Clio’s migrations team works efficiently to minimize downtime, keeps you informed at every step, and even offers solutions to keep your data accessible during the migration.

Which systems can Clio migrate data from?

Clio can migrate data from a wide range of systems, including other cloud-based legal software, server-based legacy systems, spreadsheets, and even paper-based data. For the most current and comprehensive list, schedule a free demo.

What are my options if Clio’s free service doesn’t suit my needs?

If Clio’s complimentary migration tools or service doesn’t meet your specific requirements, we will recommend a trusted data migration partner for a more bespoke solution.

Switch to Clio Today

Schedule a demo by filling out the form and get your data migrated for free.

David Goldberg

“We’ve been around so long—when Clio looked at what we were going to have to migrate, they were shocked at the amount of information we had. But the migration worked really well. We had no issues.”

DAVID A. GOLDBERG
PATNER, AT TAYLOR & BLAIR LLP

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