Free automation consultation
Receive a free analysis and automation recommendations for your firm.
We will create a plan for your migration needs for the tools you are currently using before migrating you over to Clio.
We will give you support via phone, email or zoom. What ever you prefer!
We transfer your files over an encrypted connection directly to Clio via their API. We don't store any files after migration. You can find our security policy here.
We will ensure that your migration progresses seamlessly without disrupting your Clio on-boarding