Moving from LEAP or Actionstep to Clio
A managed migration to Clio from LEAP or Actionstep typically takes two to three weeks — full data migration, trust account reconciliation, Clio configuration, document template rebuilding, and staff training, with every record validated and a parallel-run period before you go live.
Clio Certified Partner · Microsoft Partner · Australia & UK
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, Microsoft 365 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 support: an optional retainer for platform optimisation, automation and AI governance as your firm grows. Compliance work is scoped separately, starting from the obligation you are most concerned about.
What firms tell us they want from a move
From their platform
- Predictable costs as the firm grows
- Full access for remote and hybrid teams
- Integrations with the tools they already use
- Document automation that scales with their precedents
- A client portal clients will actually use
From the move itself
- Trust records reconciled before go-live
- Templates rebuilt, not just copied
- Staff trained by role, with recorded sessions
- A parallel run, so nothing is switched off early
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.
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
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Typically two to three weeks, depending on data volume and integration complexity.
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Yes, full financial reconciliation is part of every migration, validated against your source platform before go-live.
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Your full precedent library is audited, converted, and rebuilt in Clio's template engine, with every merge field tested before handover.
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Yes, each platform has its own extraction methodology; both are handled as standard.
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Every migration is scoped and fixed-price, confirmed in writing after the readiness assessment — never an hourly rate, never open-ended.
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Yes, trust accounting configuration is built to your jurisdiction's requirements as standard, not added afterwards.