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.
Clio Certified Partner · Microsoft Partner · Australia & UK
Zero Data Loss
Every matter, document, contact, and financial record migrated — and validated against the source.
Firms Live in Weeks
Structured project management and a parallel-run period so you go live with confidence, not chaos.
Trust Accounting Ready
Trust accounting built to your jurisdiction's requirements from day one — not added afterwards.
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. The assessment fee is credited in full against your migration engagement if you proceed.
- 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.
What we hear from firms leaving LEAP and Actionstep
Platform costs are rising. Mobile expectations have shifted. AI-native competitors are closing the gap. Firms that delay migration face compounding switching costs — higher data volumes, more complex integrations, and staff embedded in workarounds that become harder to unwind. The window for a clean migration is open.
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
The platform your firm moves to
100% Cloud-Native
Access from any device, anywhere. Full iOS and Android apps — not a mobile afterthought.
250+ Integrations
Xero, QuickBooks, Microsoft 365, Teams, DocuSign, and hundreds more, connected out of the box.
Clio Work AI
AI-powered time capture, email drafting, and matter summaries — already built in, not on a roadmap.
Clio for Clients
A full self-serve client portal with e-signatures, secure messaging, and invoice payment.
Transparent Pricing
Predictable per-user pricing. No hidden modules. No licence surprises at renewal.
24/7 Live Support
Live chat and phone 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 for a firm of 5–15 fee earners, 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.