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

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

Season #2

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probably thought about changing your practice management system—or maybe you’re knee-deep in the struggle of using outdated tools that don’t work together.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