Clio Migration Services
Move from LEAP or ActionStep to Clio — without the risk, the downtime,
or the data loss that keeps firms stuck on the wrong platform.
Zero Data Loss
Every matter, document, contact and financial record migrated — and validated against the source.
Firms Live in Weeks
Structured project management and parallel-run support so you go live with confidence, not chaos.
Trust Accounting Ready
SRA and AU State Law Society compliant trust setup built in — not bolted on as an afterthought.
Our Migration Services
Migration Readiness Assessment
Structured discovery covering data complexity, workflow mapping, compliance obligations, and a full risk register — before a single record moves.
Data Migration Service
End-to-end extraction, transformation, and load with full validation. LEAP and ActionStep methodologies handled separately; financial reconciliation included.
Clio Configuration & Setup
Matter types, billing structures, trust accounting, M365 integration, Clio Manage, Clio Grow, Clio Work, and accounting connections — all configured by a Clio Certified Consultant.
Document Template Migration
Your precedent library audited, converted, and rebuilt in Clio's template engine. Every merge field tested. Nothing lost.
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
Retained fractional CIO/CCO support covering platform optimisation, compliance monitoring, automation, and AI governance as your firm grows.
Why JurisIT?
JurisIT was started and is led by a practising solicitor with 30 years experience in legal technology — we are not generic IT consultants. We have built LEAP export workflows, configured Clio from scratch, and written the compliance frameworks your new platform needs to sit inside. We understand what a trust ledger is, why a precedent matters, and what happens if a matter number doesn't migrate cleanly.
JurisIT delivers the CIO, CCO, and automation capability that every law firm needs.
Why Firms Are Moving — And Why Now
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. JurisIT exists to help you use it.
Firms leaving LEAP tell us:
- → Annual 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 behind expectations
Firms leaving ActionStep tell us:
- → Configuration complexity needs a full-time admin
- → Support tickets take too long to resolve
- → Reporting requires expensive customisation
- → Pricing has increased significantly since 2023
- → Growing firms outpace their original setup
What Clio Gives You That Your Current Platform Doesn't
100% Cloud-Native
Access from any device, anywhere. Full iOS and Android apps — not a mobile afterthought.
250+ Integrations
Xero, QuickBooks, Microsoft 365, Teams, Zoom, DocuSign, and hundreds more — all 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 — plus a dedicated Customer Success Manager on growth plans.
Ready to move? Let’s start with a Migration Readiness Assessment.
The assessment fee is credited in full against your migration engagement.
Not sure if the numbers stack up for your firm?
Calculate Your Practice Automation ROI → See in 2 minutes what switching platforms could save you each year.How a Migration Works
Every JurisIT migration follows a structured five-stage process, scoped precisely to your firm's data profile and practice areas.
Assessment
We audit your current platform, data complexity, and compliance obligations. You receive a written report and a fixed-price migration quote.
Migration
Our engineers extract, transform, and load all firm data into Clio. Trust accounts reconciled. Documents re-linked. Validated before go-live.
Configuration
Your Clio instance is configured end-to-end — matter types, billing, trust, integrations, and document templates — by a Clio Certified Consultant.
Training
Role-specific training for every team member. Recorded sessions for future reference. Go-live support on day one.
Ongoing Support
Retained CIO/CCO oversight, compliance monitoring, automation builds, and AI governance — as your firm grows on the new platform.
Start with a no-obligation conversation.
We will tell you honestly what a migration will involve, how long it will take,
and what it will cost — before you commit to anything.
Australia info@jurisit.com.au | jurisit.com.au
Request a Migration Consultation
Tell us a little about your firm and we'll be in touch to discuss how JurisIT can manage your migration to Clio — on time, on budget, and without disruption to your practice.