How long does a Clio migration take?

Typically two to three weeks for a firm of 5–15 fee earners, depending on data volume and integration complexity.

Do you migrate trust account history?

Yes, full financial reconciliation is part of every migration, validated against your source platform before go-live.

What happens to our document precedents?

Your full precedent library is audited, converted, and rebuilt in Clio's template engine, with every merge field tested before handover.

Do you support migration from both LEAP and Actionstep?

Yes, each platform has its own extraction methodology; both are handled as standard.

What does a migration cost?

Every migration is scoped and fixed-price, confirmed in writing after the readiness assessment — never an hourly rate, never open-ended.

Will our trust accounting meet our regulator's requirements?

Yes, trust accounting configuration is built to your jurisdiction's requirements as standard, not added afterwards.

Moving from LEAP or Actionstep to Clio

A managed migration to Clio from LEAP or Actionstep typically takes two to three weeks for a firm of 5–15 fee earners — full data migration, trust account reconciliation, Clio configuration, document template rebuilding, and staff training, with zero data loss and a parallel-run period before you go live.

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Clio Certified Partner · Microsoft Partner · Australia & UK

What's included

Everything your firm needs to move safely

Migration Readiness Assessment — structured discovery covering data complexity, workflow mapping, compliance obligations, and a full risk register before a single record moves.
Data Migration — end-to-end extraction, transformation, and load with full validation. LEAP and Actionstep handled with separate methodologies; financial reconciliation included.
Clio Configuration & Setup — matter types, billing structures, trust accounting, M365 integration, Clio Manage, Clio Grow, and Clio Work, configured by a Clio Certified Partner.
Document Template Migration — precedent library audited, converted, and rebuilt in Clio's template engine, every merge field tested.
Training & Adoption — role-specific training for fee earners, support staff, and accounts, delivered remotely or on-site, with recorded sessions for future onboarding.
Ongoing Managed Support — an optional retainer covering platform optimisation, compliance monitoring, automation, and AI governance as your firm grows — your ongoing technology and compliance resource.

Why firms are moving

What we hear from firms leaving LEAP and Actionstep

Leaving LEAP

Renewal costs have risen sharply
Mobile access is limited for remote teams
Integration options are too narrow
Document automation is hitting a ceiling
Client portal functionality lags expectations

Leaving Actionstep

Configuration complexity needs a full-time admin
Support tickets take too long to resolve
Reporting requires expensive customisation
Growing firms outpace their original setup

What Clio gives you

The platform your firm moves to

Cloud-native access from any device, 250+ integrations (Xero, QuickBooks, Microsoft 365, Teams, DocuSign, MYOB), Clio Work AI for time capture and matter summaries already built in, a full client self-serve portal, predictable per-user pricing with no hidden modules, and live support around the clock.

How it works

Five stages from old platform to live on Clio

Assessment — audit current platform and data, written report and fixed-scope migration plan.
Migration — extraction, transformation, load, trust accounts reconciled, validated before go-live.
Configuration — matter types, billing, trust, integrations, templates.
Training — role-specific, recorded for reference, go-live support on day one.
Ongoing support — technology and compliance oversight as your firm grows on the new platform.

Frequently Asked Questions

Typically two to three weeks for a firm of 5–15 fee earners, depending on data volume and integration complexity.
Yes, full financial reconciliation is part of every migration, validated against your source platform before go-live.
Your full precedent library is audited, converted, and rebuilt in Clio's template engine, with every merge field tested before handover.
Yes, each platform has its own extraction methodology; both are handled as standard.
Every migration is scoped and fixed-price, confirmed in writing after the readiness assessment — never an hourly rate, never open-ended.
Yes, trust accounting configuration is built to your jurisdiction's requirements as standard, not added afterwards.