Transitioning from Firm Central to Clio

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

As the Preferred Transition Partner for Firm Central, we have developed a comprehensive transition plan that assures you a smooth and hassle-free migration, minimizing any potential disruptions to your day-to-day operations.

Get a Personalized Demo
Loading ...
Compare Solutions
Get 3 months of Clio for Free | Person sitting at computer with special offer bubble.

Limited Time Offer: Get 3 Months of Clio FREE

Transition to Clio, the leading legal practice management platform, before April 15th, 2024, and enjoy 3 months of Clio for FREE.

Exclusively available to Firm Central customers.

Take Advantage of the Offer

*Terms and conditions apply

  • Move over to Clio in record time

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

    After you set up your 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 success, we will provide comprehensive training tailored to your needs, empowering you to quickly become proficient in working with Clio.

    Download our Onboarding Kit here

  • Headshots Kristen Schneck, Headshot

    “I was really nervous about the data migration but it was pretty much seamless. It was such a relief to hear that all the client files and data had been quickly migrated so that I could start working on the cases.”

    KRISTEN SCHNECK

    Owner, Abdullah and Schneck
    Immigration Law Group LLC

  • Clio is the preferred transition partner of Firm Central

    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
    90+ bar partnerships: The only legal practice management software with the approval of all 50 state bars
    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 Quickbooks

     

  • Clio | Ranked as easiest-to-use and highest-rated legal project management

    Why Firm Central customers love Clio

    1. Intuitive interface: Clio’s intuitive interface makes it the top choice for LPM and legal billing. It’s easy to learn and navigate.
    2. Streamlined user experience: Enjoy convenient features like 2-way texting, mobile apps for clients and law firms, automated payment reminders, and electronic payment options.
    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 means an improved experience for you—and your clients—on the easiest-to-use and highest-rated legal practice management (LPM) and legal billing 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 Firm Central

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, and more!

Time Tracking, Invoicing, and Payment Collection

Time Tracking, Invoicing, and Payment Collection
PLUS
Built-in payment processing, automated bill reminders, secure payment links, flexible bill themes, mobile time tracking, 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!

Get 3 months Free

*Terms and conditions apply

Why Firm Central Customers Love Clio

 We’ve helped countless Firm Central customers already make the move to Clio. With the transition plan we've developed with Thomson Reuters, you can trust you're in good hands.

I switched from Firm Central to Clio based on recommendations. Clio Manage integrates perfectly with Microsoft 365 and Outlook which keeps my calendar organized. I can track finances and billing, and automate reminders for unpaid balances or upcoming court dates…The best part is Clio is easy to use and has a great support team.

Michael Burns, Michael T. Burns, PLLC

 

Clio’s expert team effortlessly transferred our important data from Firm Central. Onboarding was seamless and we were supported throughout the process. The transition was smooth, and we didn’t have to worry about losing any critical information. We have full confidence in Clio’s dedicated team to promptly assist us in growing our business and overcoming any challenges that arise.

Humberto Rodriguez, Rosen & Schneider, LLC

A letter from Jack Newton, CEO of Clio

Dear Firm Central Customers,

I understand that the sunsetting of a product you are accustomed to, and the need for change, can be an intimidating prospect. However, I want to assure you that Clio is fully dedicated to supporting you every step of the way during this transition.
Show More

It is with great honor that Firm Central has selected us as your preferred transition partner. We take this responsibility seriously and are fully committed to providing you with an exceptional migration experience. Our dedicated team will work closely with you to determine the perfect plan that aligns with your existing functionality, ensuring a smooth transition with minimal disruption.

Back in 2008, we launched the world’s first cloud-based legal practice management solution. This pioneering spirit drives us to continue evolving and enhancing our platform, making Clio the industry leader that it is today. It is this experience and expertise that uniquely positions us to assist you in navigating this transition confidently.

Trust is crucial in any partnership. Rest assured, we will be here for you every step of the way. The ever-evolving legal landscape requires adaptability, and we are committed to supporting you well into the future. As your needs evolve, we will be right there by your side, providing the most advanced solutions.

Your satisfaction is our ultimate priority, and we will go above and beyond to exceed your expectations.

We eagerly anticipate helping you achieve your goals and providing you with the highest level of service.

Warmest regards,

Jack
CEO of Clio

Frequently Asked Questions

Why is Thomson Reuters 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 Firm Central customers are used to. In Thomson Reuters’ evaluation of solutions, Clio stood out not only for their seamless transitions for Firm Central 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 Firm Central to Clio. We can transfer the following types of data:

  • Contacts
  • Matters
  • Unbilled time and expense entries
  • Outstanding balances
  • Calendar appointments, up to one year before or after the date of export from Firm Central.

Rest assured that our dedicated team will be there 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 onboarding sessions, documentation, 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.

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.

Does Clio have accounting?

We offer integrations with popular accounting software, such as QuickBooks Online, to streamline your financial processes. We’re also committed to continually investing in accounting functionality to ensure we meet the evolving needs of law firms. Our goal is to provide a comprehensive solution that simplifies your financial management and helps you run your practice efficiently.

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

Please fill out the form on this page to reach the Clio transition team. You can also email us at [email protected].

Limited Time Offer: Get 3 Months of Clio FREE

Transition to Clio, the leading legal practice management platform, before April 15th, 2024, and enjoy 3 months of Clio for FREE.

Exclusively available to Firm Central customers*.

Take Advantage of the Offer

*Terms and conditions apply

*This is a limited-time offer valid only for new Subscribers to Clio Services.

To be eligible for a one-time, ninety (90) day discount on Clio Services, new Subscribers must purchase an annual subscription to a Clio Services plan between February 7, 2024 and April 15, 2024, migrating from Firm Central practice management software.

New Subscribers may be asked to submit proof of an existing contract with Thomson Reuters showing a subscription to Firm Central to receive the discount.

Only purchases made through a Clio sales representative will be eligible for the discount. Purchases made without a Clio sales representative shall not be eligible for this discount.

The ninety day discount may only be applied to the following Clio Services plans: Essentials, Advanced, and Complete. Add-ons or additional Clio Services selected by Subscribers are excluded from the discount. Subscribers will see the full price of any add-ons or excluded Clio Services in their regular invoices.

This discount may not be combined with any other offer. This offer may be altered by Themis Solutions, Inc. at any time prior to acceptance by a Subscriber. All of Clio Services will still be subject to the terms of service located at Clio.com/ToS.