Migrate Into Clio Manage

Migrate Into Clio Manage

Choose us to seamlessly migrate your legal practice management to Clio Manage with our expert services. Our dedicated team of Clio migration consultants specializes in Clio data migration, ensuring a smooth transition of your legal practice’s data to the Clio platform. From initial data assessment to final data integration, we offer a comprehensive Clio migration service tailored to meet your specific needs.

Our process involves our seven-step migration strategy to ensure your information is accurately transferred to Clio using the latest tools and technology. We prioritize data security and integrity, guaranteeing a safe migration experience.

Our end-to-end service minimizes downtime, allowing you to leverage Clio’s advanced legal practice management features without delay. So whether you’re moving from another case management system or looking to upgrade your current setup, our migration experts are here to assist. Request a free consultaion today.

Why Choose Clio?

Legal professionals, whether in the office or working remotely, require a secure, cloud-based platform to manage their law firm’s operations comprehensively. Clio offers a suite of legal tech solutions that streamline the client lifecycle, saving time, enhancing client relations, and boosting revenue.

Firms of all sizes and practice areas use Clio products—Clio Manage, Clio Grow, and Clio Draft—to manage firm operations, streamline billing and payments, automate legal documents, and improve client experiences.

With over 250 integrations, including Office 365, Zoom, and QuickBooks Online, Clio enhances legal workflows. It’s user-friendly, highly secure, and supports firms with 24/5 customer service and data migration assistance. Learn more at www.clio.com.

Pricing and Timeline

Packages for migrations start at $7,500, which includes data and documents. Unbilled Time/Expenses/Flat Fees are available as an optional add on. Of course what we offer can vary based on what your new system supports.

Timelines for migrations are usually as little as 2 weeks but can vary depending on target system, the volume of data, quantity of sources being extracted, and the amount of testing and verification requested.

If your curious how much your migration would cost and the timeline, contact us for a free consultation.

Migration Steps

Assessment and Planning

The first step involves thoroughly reviewing the current system to understand the data landscape. This includes identifying all data sources, formats, and any potential issues with data quality. The objective is to map out exactly what needs to be moved and how. Based on this information, a migration plan is developed, outlining all necessary tasks, timelines, and resources required for the migration.

Data Extraction

This phase is about pulling data out of its original locations. The method chosen for extraction depends on where and how the data is stored. The goal is to ensure that all relevant data is retrieved without loss or corruption, maintaining its integrity and completeness.

Data Transformation

During transformation, data is modified to fit the requirements of the new system. This may involve changing the data format, cleaning the data to improve quality, or restructuring it to align with the new software’s database schema. The aim is to ensure that the data will function correctly and efficiently in its new environment.

Data Loading

In this step, the prepared data is transferred into the target system. This involves choosing the right method to load the data, executing the load while handling any errors, and optimizing performance to reduce downtime. It’s crucial to ensure that the data maintains its integrity during this process.

Verification and Testing

After the data is loaded into the new system, it undergoes testing to confirm that no data has been lost or corrupted during migration. This includes comparing data between the source and target systems and conducting tests to ensure that the data meets all business requirements and functions correctly within its new context.

Cutover and Go-Live

The cutover is the actual switch from the old system to the new one. It’s carefully scheduled to minimize impact on business operations. After the switch, the system is closely monitored to address any immediate issues that arise.

Post-Migration Validation and Support

Following the migration, additional checks are performed to ensure data accuracy and completeness in the new system. Any issues discovered post-migration are promptly addressed. Support is provided to users of the new system, including training if necessary, to facilitate a smooth transition. Ongoing monitoring and support processes are established to quickly resolve any future issues.

Throughout each step, collaboration among IT teams, business stakeholders, and end-users is crucial to the success of the data migration process. Regular communication and documentation of decisions and changes are essential to ensuring a smooth transition.
Please contact us today for a brief scoping call to further discuss your needs