Transitioning from ClinicCases to Clio's Academic Access Program

Welcome to the beginning of your seamless transition from ClinicCases to Clio, the leading cloud-based legal software trusted by more than 150,000 legal professionals worldwide.

As the Preferred Transition Partner for ClinicCases, we have developed a comprehensive transition plan that assures you a smooth and hassle-free migration, minimizing any potential disruptions to your clinical operations. Through Clio’s Academic Access Program. Legal Clinics receive Clio Manage free of charge.

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Transition to Clio’s Academic Access Program today, the leading legal practice management platform for education, and set your students up for success for FREE.

Move over to Clio in record time

Our dedicated team of onboarding and migration specialists will ensure transition from ClinicCases to Clio is seamless and pain-free.

After you set up your free transition consultation, our experts will guide you through the process of implementing best practices to clean up your data before smoothly transferring it to Clio.

To ensure your continued Clio success, we provide competitive comprehensive optional training tailored to your needs, empowering you to quickly become proficient in working with Clio.

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“Our migration from ClinicCases went so much better than I expected. The Clio techs did a great job understanding our data and putting it in the right place. Our Clinic is up and running with Clio now and it’s been an almost seamless transition.”

JUDSON MITCHELL

Pro Bono Coordinator and Clinic Professor

Why Clio was selected as the Preferred Transition Partner

Top rated: A solution you can trust with a 4.7/5 rating and over 3,400 reviews
150+ academic partnerships: The only legal practice management software with the approval of schools in all 50 states
24/5 support: A robust resource library, a commitment to your success, and a team available by email, chat, and phone
99.9% uptime guarantee: Reliable, secure cloud-based software
250+ integrations: Connect Clio to tools like Microsoft Suite, Google Workspace, and an extensive open API

Why academic customers love Clio

1. Intuitive interface: Clio’s intuitive interface makes it the top choice for LPM and client intake. It’s easy to learn and navigate.
2. Streamlined user experience: Enjoy convenient features like 2-way texting, mobile apps for clients and clinicians, case templates, and unlimited document storage.
3. Commitment to customer satisfaction: Clio invests in its products to meet customer needs. Experience innovative features and a platform designed to boost productivity and satisfaction.

Transitioning to Clio’s Academic Access Program means an improved experience for you, your students, and your clients—on the easiest-to-use and highest-rated legal practice management (LPM) and legal intake tool by G2.

Clio’s got you covered

Clio’s comprehensive case and client management solution allows you to use as much or as little as you’re comfortable with, without sacrificing productivity or ease of use. Clio offers the core case management features you’re accustomed to plus an array of time-saving features so you can focus on your clients. Let us show you how you can get more done with less effort.

What you had with ClinicCases

What you’re getting with Clio

Case Management

Case Management
PLUS
Matter templates for quick case creation, kanban style matter stages to track progress visually, supreme time keeping capabilities, and more!

Calendaring and Deadline Management

Calendaring and Deadline Management
PLUS
2-way sync with Google and Outlook, Zoom integration, automated reminders and more!

Document Management

Document Management
PLUS
Unlimited cloud storage, easily edit and save documents without re-uploading, eSignatures, and more!

Communication Management

Communication Management
PLUS
Gmail/Outlook email logging, call logging, 2-way texting, client and co-counsel portals, and more!

Reporting

Reporting
PLUS
Preset report creation, report scheduling, firm dashboard, and more!

Frequently Asked Questions

Why is ClinicCases partnering with Clio?

Clio was selected as the preferred transition partner because we were the only provider offering feature parity and numerous enhancements to the features ClinicCases customers are used to. In Judson Mitchell’s evaluation of possible solutions, Clio stood out not only for their seamless transitions for ClinicCases customers but also for their robust app directory, thriving community of over 150,000 legal professionals, best-in-class security measures, and the approval of all 50 state bars. You can be confident that transitioning to Clio will not only improve your user experience but also provide access to a wide range of integrations, a supportive community, top-notch security, and compliance with legal regulations.

Will my data transfer?

Yes, your data can be transferred to Clio. Our team will work with you to ensure a smooth and secure transfer of your data from ClinicCases to Clio. We can transfer the following types of data:

Contacts
Matters
Time Entry Notes
Related Contacts
Case Notes
Communications
Calendar Entries
Tasks

Rest assured that our dedicated team is available to assist you throughout the data transfer process and ensure that your important information is migrated and readily available in your new Clio account.

If you have any specific questions or concerns about data transfer, please let us know, and we’ll be happy to address them.

How do I get my team up to speed?

Getting your team up to speed with Clio is a priority for us. We provide comprehensive training resources, including documentation, learning modules, and video tutorials, to help guide your team through the transition. Our support team is also available to answer any questions or provide assistance along the way 24 hours a day 5 days a week.

Personalized training is also something that can be discussed for a competitive price.

Does Clio integrate with Microsoft?

Yes, Clio integrates with Microsoft products such as Outlook and Office 365. This integration enables you to sync your calendar, contacts, and emails, allowing for seamless workflows and efficient collaboration within familiar Microsoft environments.

Who can I reach out to if I have any more questions?

Please email us at caap@clio.com.

Sign Up for Clio's Academic Access Program NOW

Transition to Clio, the leading legal practice management platform, and enjoy FREE product access to support your clinicians and students.