1. Onboarding call
We’ll get to know your firm’s major workflows and share migration timelines.
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.
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.
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
Modernise your practice by moving your electronic versions of physical files into the cloud, so everything is secure and centralised 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?
We’ve supported successful data migrations from 70+ vendors in the last year. Speak to our Clio experts to discuss your specific needs.
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 minimise 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
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