Clio data migration for law firms
Moving to Clio? We handle the full migration, with extra depth in financial data. That means invoices rebuilt, payment history carried over, and trust and operating transactions reconciled.
Financial data, rebuilt properly
Financial history is the hardest data to move and the easiest to get wrong. This is where we outdo our competitors.
| What we migrate | How we handle it |
|---|---|
| Invoices | Recreated with their dates, amounts, and statuses, and linked to the correct clients and matters. |
| Payment history | Payments recorded with dates, amounts, and methods, and applied to the right invoices. |
| Account transactions | Trust and operating account activity carried over so balances and history line up. |
| Client and matter balances | Opening balances established and checked against your source records. |
| Time and expense entries | Moved with their matter links so billing history stays connected to the work. |
| Credits, write-offs, and adjustments | Captured so your totals match, not just your invoices. |
| And more | Other financial records your firm keeps are reviewed on the scoping call and built into the plan. |
Everything else comes too
Financials are the specialty, but the migration covers the whole file.
- Contacts, companies, and their relationships
- Matters with statuses, practice areas, and responsible attorneys
- Notes, tasks, and calendar events
- Documents and folder structure
- Custom fields, mapped to Clio
Data Clio can't import?
If a standard import does not cover it, we build a custom migration. That is the work other providers turn away.
About custom migrationsHow we make sure the numbers match
- 1
Scoping call
We review your data, show you how it will map into Clio, and build the migration plan with you.
- 2
Migration
We manage importing your data into Clio.
- 3
Review call
We compare new Clio reports to your legacy reports and answer your questions.
Sample reconciliation report: [Add a link here once you have an anonymized sample you can share.]
What we need from you
- Reports covering the data you want migrated, ready before the scoping call
- Access to your current system, or a full data export
- Access to your Clio account and any structure you want to keep
- Your target date and any financial cut-off date
- One contact at your firm who can answer questions
Timeline and pricing
Timelines depend on the size of your data and how much financial history comes across. We confirm both on the scoping call.
Clio migration pricing is listed on our pricing page.
See Clio PricingMoving to Clio? Let's scope it.
Tell us your current system and what you need to bring across. We'll give you a clear plan before any work begins.
Or email us at support@iveos.co