Migrating from CasePeer to Clio: Everything You Need to Know

CasePeer has served many personal injury firms well, but as your practice grows and your needs evolve, you may find yourself looking for a platform with more robust billing features, broader integrations, and a larger support ecosystem. Clio is that platform for many firms making the switch — and with proper planning, migrating from CasePeer to Clio can be a surprisingly smooth process.

This guide covers every step of the CasePeer-to-Clio migration so you can make the transition with confidence.

Why Firms Are Switching from CasePeer to Clio

• More versatile practice areas — CasePeer is built specifically for PI firms; Clio supports every practice area with customizable fields
• Superior billing and payments — Clio’s billing engine handles hourly, flat-fee, contingency, and hybrid billing models with built-in online payments
• 200+ integrations — From QuickBooks to Gmail to DocuSign, Clio connects with the tools your firm already uses
• Clio Grow for intake — A dedicated CRM for client acquisition that CasePeer doesn’t offer
• Industry-leading support — Clio’s customer success team and extensive knowledge base

Phase 1: Prepare Your CasePeer Data

Before you export a single record, take time to clean and organize your CasePeer data. This step prevents you from migrating outdated or duplicate information into your new system.

1. Review active cases — Confirm that case statuses are up to date and close any cases that should be marked settled or dismissed
2. Merge duplicate contacts — Clean up any duplicate client, provider, or insurance company records
3. Audit custom fields — Document all custom fields you’re using in CasePeer and determine which ones need to migrate
4. Inventory documents — Identify how many documents you have and estimate the total storage size
5. Note your workflows — Document your current CasePeer workflows, task templates, and automations so you can recreate them in Clio

Phase 2: Map CasePeer Fields to Clio

CasePeer and Clio use different data structures, so creating a detailed field mapping is essential for a clean migration.

• CasePeer Cases → Clio Matters
• CasePeer Contacts → Clio Contacts (clients, providers, adjusters, opposing counsel)
• CasePeer Medical Providers → Clio Contacts with custom relationship types
• CasePeer Insurance Information → Clio Custom Fields (policy numbers, claim numbers, adjuster details)
• CasePeer Treatment Records → Clio Custom Fields or Notes
• CasePeer Settlement Details → Clio Custom Fields (demand amounts, settlement values, liens)
• CasePeer Documents → Clio Documents
• CasePeer Tasks → Clio Tasks
• CasePeer Statute of Limitations → Clio Calendar Events with reminders

Phase 3: Export Your CasePeer Data

CasePeer provides data export options, though the process may vary depending on your subscription level:

• Contact CasePeer support to request a complete data export of your account
• Export reports as CSV — Use CasePeer’s reporting tools to export contacts, cases, and financial data
• Download documents — Bulk download case documents organized by case
• API access — If available on your plan, the CasePeer API provides the most complete data extraction

Important: Maintain your CasePeer subscription for at least 30 days after going live on Clio. This gives you a safety net for accessing historical data that may have been missed during migration.

Phase 4: Configure Clio for Personal Injury

Since many CasePeer users are personal injury firms, you’ll want to configure Clio specifically for PI workflows:

1. Create a PI practice area with sub-types (auto accident, slip and fall, medical malpractice, etc.)
2. Build custom field sets for accident details, insurance information, medical treatment tracking, and settlement data
3. Set up statute of limitations tracking with automated calendar events and multi-level reminders
4. Create task templates for standard PI case milestones (demand letter, filing, discovery, mediation, trial)
5. Configure document templates for demand letters, medical records requests, and settlement statements
6. Set up contingency fee tracking in Clio’s billing settings

Phase 5: Import and Validate

1. Import contacts first — Load all clients, providers, insurance companies, and opposing counsel
2. Import matters — Create matters linked to the imported contacts with all custom field data
3. Upload documents — Migrate case documents into their corresponding Clio matters
4. Import notes and communications — Transfer case notes and activity history
5. Validate a random sample — Check 20+ cases across different case types and stages to verify accuracy
6. Test critical workflows — Run through your standard PI case workflow in Clio to confirm everything functions correctly

Making the Switch Seamlessly

The key to a painless CasePeer-to-Clio migration is planning, testing, and having expert support. At Courthouse Digital, we specialize in helping personal injury firms migrate from CasePeer to Clio with zero data loss and minimal disruption. Contact us for a free migration consultation and let our team handle the heavy lifting.