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Why We Moved from LEAP to Clio – Behind the Scenes of Our Practice Management Shift (EP 173)
Manage episode 485122020 series 3583208
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In this episode of the Scalable Law Podcast,I’m pulling back the curtain on a major decision at Collective Family Law Group—the migration from LEAP to Clio as the firm’s core practice management system. After 16 years with LEAP, the transition wasn’t taken lightly. I’m sharing why the switch was made, what challenges were faced, and what improvements have already been seen with Clio.
If you're a law firm owner in Australia considering a change in your legal practice management system, this behind-the-scenes insight will give you the real story—costs, roadblocks, and all.
What You’ll Learn in This Episode
- Why LEAP no longer aligned with the firm's direction
- The specific features of Clio that appealed to a growing family law firm
- How Clio's integrations (Xero, Calendly, VXT, Outlook) create a seamless workflow
- What went into planning and executing a smooth migration
- The real costs of data migration (including unexpected fees from LEAP)
- How Clio’s flexibility and reporting tools support better decision-making
- Tips for other firms considering a switch in practice management systems
💡Key Takeaways:
- Planning is everything – A 9-month lead time and 60-day dual run helped make the migration smooth.
- The right tech can transform your firm – From cloud access to client portals, Clio offers flexibility LEAP couldn’t.
- Customisation is king – Clio’s workflows and pipelines were tailored to fit how the team actually works.
- You’re not locked in – Clio’s month-to-month licensing makes it easier to scale up or down as your team changes.
Perfect For:
- Australian law firm owners exploring new practice management software
- Family law practices looking to modernise their tech stack
- Legal operations managers seeking better reporting and client communication tools
Want to Learn More?
Email me at [email protected] for a special Clio trial offer or to ask questions about your own system migration.
🔗 Connect with Caralee Fontenele
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