Migrate from Clio to LEAP
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Migration Challenges
Every migration has its hurdles. Here's what to expect and how we address each one.
Migrating between hybrid and practice
Migrating between hybrid and practice management requires workflow redesign. Our team has developed proven procedures to address this specific challenge during Clio to LEAP migrations.
Mapping Clio data structures to LEAP
Mapping Clio data structures to LEAP field conventions. Our team has developed proven procedures to address this specific challenge during Clio to LEAP migrations.
Verifying data integrity after migration
Verifying data integrity after migration from Clio. Our team has developed proven procedures to address this specific challenge during Clio to LEAP migrations.
Workflow Redesign Required
Clio and LEAP approach hybrid practice management and practice management differently. Your existing workflows will need to be mapped to LEAP's structure, which takes careful planning.
What Gets Migrated
Every record from Clio accounted for and mapped to its equivalent in LEAP.
Core Data
Custom fields and practice area classifications reviewed individually
File versions and metadata migrated; folder structure may be reorganized
Deduplication recommended before migration
Financial
Billing history from Clio mapped to LEAP invoice format
Billing rate associations preserved; verify against invoiced amounts
Our migration specialists handle all data mapping and transformations to ensure accurate transfer.
Frequently Asked Questions
Related Migrations
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