Scalable Law Podcast

How I Successfully Migrated My Law Firm from LEAP to Clio (EP 174)


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Episode Summary:

As a law firm owner, you’ve probably thought about changing your practice management system—or maybe you’re knee-deep in the struggle of using outdated tools that don’t work together. In this episode, I take you behind the scenes of one of the biggest operational shifts we’ve made at Collective Family Law: our migration from LEAP to Clio.

I walk you through the why, the how, and all the messy bits in between—including unexpected roadblocks, the true cost of migration, and the game-changing improvements we experienced once the dust settled. I also share insights on how this transition helped us attract better law talent by streamlining workflows and improving staff and client experiences.

If you’re a law firm owner considering a system change, this episode is your roadmap. I also share tips on how to leverage AI, modern integrations, and a strategic transition plan to scale your law firm smarter—not harder.

Takeaways:
  • Why we decided to leave LEAP and move to Clio—and how we knew it was time
  • The unexpected challenges we faced, including a $14,000 data release fee from LEAP
  • How we planned our transition over 12 months to minimise disruption and stress
  • Why an internal audit is a critical first step before changing practice management software
  • The tools we integrated with Clio (including Clio Grow, Calendly, Smarter Drafter, and VXT)
  • How this transition helped us improve workflows, efficiency, and the client experience
  • Why Clio’s integrations made our law firm more attractive to top legal talent
  • What I would do differently if I had to do it all over again
  • My advice for other law firm owners: build your runway, get a migration partner, and prepare your team

  • Resources & Tools
    • Clio – Practice management system we transitioned to
    • LEAP – Our former system and the challenges we encountered during the exit
    • Clio Grow – CRM and intake automation that improved our onboarding process
    • Smarter Drafter – Document automation tool for family law and consent orders
    • VXT – Cloud phone system that integrates with Clio for time capture and transcription
    • Calendly – Integrated scheduling software used for client bookings
    • Femke – Our Operations Manager, who led the technical and team rollout
    • I’ll be inviting Femke on the podcast soon to give you her perspective from the operations side of the transition—stay tuned!

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        Scalable Law PodcastBy Caralee Fontenele

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