Supporting your transition

We understand switching to a new platform comes with challenges. We’re here to provide unparalleled migration and onboarding support to ensure a smooth transition to Clio.

Custom migration plan
Onboarding support for your entire firm
Dedicated Customer Success Manager
Personalized recommendations

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Integrations for mid-sized
law firms

Experience the VIP treatment with Clio

When you choose Clio, you can expect a premium experience that sets us apart from the rest. We're committed to providing you with the utmost support and personalized service at every step of your journey.

  • Custom migration recommendations

    Receive a personalized recommendation on your migration options from our skilled solutions engineers. We understand that each firm is unique, and our experts will tailor the migration process to meet your specific needs.

  • Your own Customer Success Manager

    Maximize your Clio account and stay informed of new features and product enhancements with the help of your own dedicated Customer Success Manager. They will ensure you have all the tools and resources needed to extract the most value out of Clio and drive your firm's growth.

  • Dedicated migrations and onboarding support

    Work closely with your dedicated migrations and onboarding specialist, ensuring a seamless setup right from the beginning. Our specialists will provide one-on-one guidance and make sure you're utilizing Clio to its full potential for your firm's efficiency and productivity.

  • Access to Clio Certified Consultants

    For specialized or custom needs, we offer access to Clio Certified Consultants who can provide tailored solutions for your firm's unique requirements. Benefit from their expert knowledge and leverage Clio's capabilities to their fullest extent.

A partner in your success

At Clio, we take pride in our award-winning support team, comprised of in-house legal industry experts who stay ahead of the curve in legal trends and software. Count on our team to provide unmatched assistance and guidance, ensuring your firm’s ongoing success with Clio.

Ready to elevate your firm with Clio?

Experience the premium migration experience and exceptional support that Clio offers. Contact us today to get a quote and to learn more about how Clio can empower your mid-sized or large law firm.

Frequently asked questions

How long does the migration process typically take?

The migration process can vary based on the size and complexity of your firm. Our team will work closely with you to plan and execute the migration efficiently and minimize any downtime.

How can I ensure data security during the migration?

At Clio, data security is of utmost importance. Our migration process is designed to ensure the secure transfer of your firm’s data, following industry-standard encryption protocols and security measures.

Will there be training provided for our team?

Absolutely! We offer comprehensive training resources, including webinars, documentation, and personalized training sessions to ensure your team is proficient in using Clio’s platform.