Full-Service Migration from LEAP to Clio
A smarter move, fully managed.
Make the leap with confidence. Our full-service migration is designed to not just move your data, but to transform your practice—rebuilding your system in Clio to be faster, leaner, and tailored to your needs.
🔹 What’s Included
✅ In-Depth Workflow Review & System Evaluation
We start by understanding how you work in LEAP—your matter types, templates, document flows, billing processes, and staff roles—and redesign it all for a more efficient experience in Clio.
✅ Reconfiguration to Maximise Clio
We don’t just recreate your old system—we enhance it. Our team helps you build smarter workflows, leverage automation, and use Clio’s advanced features like Clio Grow, Clio Drive, and more.
✅ Full Migration of Critical Data
Open and closed matters
All associated documents, organized and searchable
Contacts, clients, and linked parties
Unbilled time and expenses, migrated and preserved
Outstanding invoices, recreated in Clio’s billing engine
✅ Trust Account Transition Support
We assist with Trust Ledger take-up, helping you accurately carry over trust balances, compliance records, and reporting tools into Clio Manage.
✅ Team Training & Go-Live Assistance
We provide full onboarding training for your team, plus support during the transition period to ensure a smooth launch—with minimal disruption to your daily workflow.
🔹 Why Choose Full-Service?
Zero stress — we manage the details
You get a modern, optimized system — not just a carbon copy
Smooth transition with full support and training
Designed for growing firms or those looking to modernize post-LEAP