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].