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Move over to Clio in record time
Our dedicated team of onboarding and migration specialists will ensure transition from Quill to Clio is seamless and pain-free.
After you set up your transition consultation, our experts will guide you through the process of implementing best practices to clean up your data before smoothly transferring it to Clio.
To ensure your success, we will provide comprehensive training tailored to your needs, empowering you to quickly become proficient in working with Clio.
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“It was a really simple onboarding process. Had I known it was going to be that simple, I probably would have switched sooner.”
JEANINE HARRY
Founder, Legal Peace Solicitors
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Why Quill customers are moving to Clio
Top rated: A solution you can trust with a 4.7/5 rating and over 3,400 reviews
A trusted leader: Clio is working in partnership with the Law Society of England and Wales and is an approved supplier of the Law Society of Scotland
24/5 support: A robust resource library, a commitment to your success, and a team available by email, chat, and phone
99.9% uptime guarantee: Reliable, secure cloud-based software
100+ integrations: Connect Clio to tools like Microsoft Suite, Google Workspace, and Xero
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Why Quill customers love Clio
1. Intuitive interface: Clio’s intuitive interface makes it the top choice for legal practice management (LPM) and legal billing. It’s easy to learn and navigate.
2. Streamlined user experience: Enjoy convenient features like secure client portals, mobile apps for clients and law firms, automated payment reminders, and electronic payment options.
3. Commitment to customer satisfaction: Clio invests in its products to meet customer needs. Experience innovative features and a platform designed to boost productivity and satisfaction.Transitioning to Clio means an improved experience for you—and your clients—on the easiest-to-use and highest-rated legal practice management (LPM) and legal billing tool by G2.
Clio’s got you covered
Clio’s comprehensive case and client management solution allows you to use as much or as little as you’re comfortable with, without sacrificing productivity or ease of use. Clio offers the core case management features you’re accustomed to plus an array of time-saving features so you can focus on your clients. Let us show you how you can get more done with less effort.
What you’re getting with Clio
Case Management
PLUS
Matter templates for quick case creation, kanban style matter stages to track progress visually, and more!
Time Recording, Invoicing, and Payment Reminders
PLUS
Built-in payment processing, automated bill reminders, secure payment links, flexible bill themes, mobile time recording, and more!
Calendaring and Deadline Management
PLUS
2-way sync with Google and Outlook, Zoom integration, automated reminders and more!
Document Management
PLUS
Unlimited cloud storage, easily edit and save documents without re-uploading, eSignatures, and more!
Communication Management
PLUS
Gmail/Outlook email logging, call logging, client and co-counsel portals, and more!
Reporting
PLUS
Preset report creation, report scheduling, firm dashboard, and more!
*Terms and conditions apply
Why Law Firms Love Clio
We’ve helped countless law firms already make the move to Clio. With the transition plan we've developed, you can trust you're in good hands.
Our firm’s migration to Clio was painless and quick. We were up and running in half the time we expected. Since moving to Clio we’ve saved time, our client service has improved, and our profits have increased. We only wish we’d made the move sooner!
Ali Bukhari, Bukhari Chambers
We got much more than expected during the migration process, we felt it was tailored to suit our needs. We didn’t feel like we had to fit into a set process which would be the same for everyone.
Kirsty McShannon, Azorra Limited
Frequently Asked Questions
Will my data transfer?
Yes, your data can be transferred to Clio. Our team will work with you to ensure a smooth and secure transfer of your data from Quill to Clio. We can transfer the following types of data:
- Contacts
- Matters
- Unbilled time and expense entries
- Outstanding balances
- Client account balances
Rest assured that our dedicated team will be there to assist you throughout the data transfer process and ensure that your important information is migrated and readily available in your new Clio account.
If you have any specific questions or concerns about data transfer, please let us know, and we’ll be happy to address them.
How do I get my team up to speed?
Getting your team up to speed with Clio is a priority for us. We provide comprehensive training resources, including onboarding sessions, documentation, and video tutorials, to help guide your team through the transition. Our support team is also available to answer any questions or provide assistance along the way.
Does Clio integrate with Microsoft?
Yes, Clio integrates with Microsoft products such as Outlook and Office 365. This integration enables you to sync your calendar, contacts, and emails, allowing for seamless workflows and efficient collaboration within familiar Microsoft environments.
Does Clio have accounting?
We offer integrations with popular accounting software, such as Xero, QuickBooks Online, and Klyant, to streamline your financial processes. We’re also committed to continually investing in accounting functionality to ensure we meet the evolving needs of law firms. Our goal is to provide a comprehensive solution that simplifies your financial management and helps you run your practice efficiently.
Who can I reach out to if I have any more questions?
Please fill out the form on this page to reach the Clio transition team. You can also email us at [email protected].
Limited Time Offer: Get 3 Months of Clio FREE*
Transition to Clio, the leading legal practice management platform, before May 31st, 2024, and enjoy 3 months of Clio for FREE*.
Exclusively available to Quill customers.
*Terms and conditions apply
*This is a limited-time offer valid only for new Subscribers to Clio Services.
To be eligible for a one-time, ninety (90) day discount on Clio Services, new Subscribers must purchase an annual subscription to a Clio Services plan between March 1st, 2024 and May 31st, 2024, migrating from Quill practice management software.
New Subscribers may be asked to submit proof of an existing contract showing a subscription to Quill to receive the discount.
Only purchases made through a Clio sales representative will be eligible for the discount. Purchases made without a Clio sales representative shall not be eligible for this discount.
The ninety day discount may only be applied to the following Clio Services plans: Standard, Premium and Suite. Add-ons or additional Clio Services selected by Subscribers are excluded from the discount. Subscribers will see the full price of any add-ons or excluded Clio Services in their regular invoices.
This discount may not be combined with any other offer. This offer may be altered by Themis Solutions (Ireland) Limited at any time prior to acceptance by a Subscriber. All of Clio Services will still be subject to the terms of service located at Clio.com/uk/ToS.