Migrate from Rocket Matter to Clio
No commitment · No sales pitch · Just honest advice
Migration Challenges
Every migration has its hurdles. Here's what to expect and how we address each one.
Trust accounting migration requires bar
Trust accounting migration requires bar compliance verification. Our team has developed proven procedures to address this specific challenge during Rocket Matter to Clio migrations.
Custom fields mapping between platforms
Custom fields mapping between platforms. Our team has developed proven procedures to address this specific challenge during Rocket Matter to Clio migrations.
Integration ecosystem changes when moving
Integration ecosystem changes when moving to Clio. Our team has developed proven procedures to address this specific challenge during Rocket Matter to Clio migrations.
Workflow Redesign Required
Rocket Matter and Clio approach practice management and hybrid practice management differently. Your existing workflows will need to be mapped to Clio's structure, which takes careful planning.
What Gets Migrated
Every record from Rocket Matter accounted for and mapped to its equivalent in Clio.
Core Data
Deduplication recommended before migration
Custom fields and practice area classifications reviewed individually
File versions and metadata migrated; folder structure may be reorganized
Custom fields and practice area classifications reviewed individually
Custom fields and practice area classifications reviewed individually
Financial
Custom fields and practice area classifications reviewed individually
Billing rate associations preserved; verify against invoiced amounts
Requires trust account reconciliation and bar compliance verification
Our migration specialists handle all data mapping and transformations to ensure accurate transfer.
Certified Clio Expertise
Allan Mackenzie is a Clio Gold Certified Professional with years of experience helping law firms get the most out of the platform. From initial setup to advanced customization, Efficient Legal specializes in making Clio work exactly the way your firm needs it to.
Whether you're migrating to Clio or already on it and not getting the results you expected, we can help. Our deep platform knowledge means faster implementations, fewer mistakes, and a system that actually fits your practice.
- -Custom fields, matter templates, and intake forms tailored to your practice areas
- -Workflow automation for task management, status updates, and deadline tracking
- -Billing configuration including rates, invoice templates, and trust accounting
- -Third-party integrations with document management, email, and accounting tools
- -Dashboard and reporting setup for firm-wide visibility
- -Hands-on training for your team, role by role
Frequently Asked Questions
Related Migrations
Other migrations from Rocket Matter
Ready to migrate from Rocket Matter to Clio?
Book a free 15-minute consultation with Allan. Get a clear migration plan, a realistic timeline, and straight answers. No sales pitch.
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