Scalable Law Podcast

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


Listen Later

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probably thought about changing your practice management system—or maybe you’re knee-deep in the struggle of using outdated tools that don’t work together.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!

      Subscribe to The Scalable Law Podcast for weekly insights on growing a profitable, systemised practice — with less stress and more freedom.

      Real strategies.
      Actionable insights.
      Made for law firm owners.

      Listen now on Apple Podcasts or Spotify

      Connect with Scalable Law

      Your go-to hub for scaling strategies, systems, and support for growing law firms.

      • Instagram: @scalable_law
      • Facebook: @scalablelaw
      • LinkedIn: @scalablelaw
      • Website: www.scalablelaw.com
      • ...more
        View all episodesView all episodes
        Download on the App Store

        Scalable Law PodcastBy Caralee Fontenele

        • 5
        • 5
        • 5
        • 5
        • 5

        5

        9 ratings


        More shows like Scalable Law Podcast

        View all
        Law Report by ABC listen

        Law Report

        19 Listeners

        Conversations by ABC listen

        Conversations

        899 Listeners

        Mamamia Out Loud by Mamamia Podcasts

        Mamamia Out Loud

        574 Listeners

        No Filter by Mamamia Podcasts

        No Filter

        624 Listeners

        Politics Now by ABC listen

        Politics Now

        85 Listeners

        The Game with Alex Hormozi by Alex Hormozi

        The Game with Alex Hormozi

        4,385 Listeners

        The Diary Of A CEO with Steven Bartlett by DOAC

        The Diary Of A CEO with Steven Bartlett

        7,713 Listeners

        Profit with Law: Profitable Law Firm Growth by Moshe Amsel

        Profit with Law: Profitable Law Firm Growth

        91 Listeners

        The Imperfects by Hugh van Cuylenburg, Ryan Shelton & Josh van Cuylenburg

        The Imperfects

        412 Listeners

        The Game Changing Attorney Podcast with Michael Mogill by Michael Mogill

        The Game Changing Attorney Podcast with Michael Mogill

        527 Listeners

        Lise and Sarah by Those Two Girls

        Lise and Sarah

        54 Listeners

        The Law Firm Blueprint by Jay Ruane & Seth Price

        The Law Firm Blueprint

        13 Listeners

        The Mel Robbins Podcast by Mel Robbins

        The Mel Robbins Podcast

        19,689 Listeners

        Big Business with Brittney Saunders by Nova Podcasts

        Big Business with Brittney Saunders

        9 Listeners

        The Art of Estate Planning Podcast by Tara Lucke

        The Art of Estate Planning Podcast

        0 Listeners