Clio to CasePeer
Smaller injury firms move from Clio to CasePeer for personal injury workflow they do not have to build themselves. We migrate your injury matters into CasePeer cases with costs and providers set up correctly, and give you a plan for everything that is not personal injury.
CasePeer suits a personal injury firm that finds Clio too general but Filevine too much work. The workflow is already built. Treatment, providers, negotiation, costs and liens are native, intake is included, and the standard reporting answers injury questions without configuration. A firm of five to twenty people with a fairly typical auto and premises practice can be live quickly.
Against Clio, the practical gain is that the spreadsheets go away. Clio can hold injury data in custom fields, but it does not handle repeating data well, so most Clio injury firms end up tracking providers and offers outside the system. CasePeer puts that information back in the case file where it can be reported on and audited.
The constraints matter. CasePeer does not do hourly billing or trust accounting the way Clio does, it is not built for non-injury practice areas, and it is deliberately less flexible than Filevine. If your firm is genuinely mixed practice, this is a partial move rather than a replacement, and pricing it as a replacement is how these projects disappoint.
Clio
The broadest general practice management platform in legal, covering matters, billing, trust accounting and a large integration marketplace.
- Largest integration marketplace in legal software
- Mature billing and trust accounting
- Clio Grow for intake and CRM
- Well documented open API
- Deep training, support and consultant network
- Less phase-driven than PI-specific systems
- No native medical records or treatment module
- Matter custom fields are flat rather than sectioned
- Heavy plaintiff reporting usually needs add-ons
CasePeer
A cloud personal injury case management system with an opinionated workflow that most PI firms can adopt quickly.
- Purpose-built PI workflow out of the box
- Treatment and provider tracking included
- Negotiation, settlement and lien tracking
- Clean interface that staff adopt quickly
- Useful standard reporting with little setup
- Far less configurable than Filevine
- Limited hourly billing and trust accounting
- Not aimed at general practice matters
- Fewer integrations than Clio
What moves, and where it lands
How Clio records map to CasePeer. Every row is reviewed with your team before anything is imported.
| Clio | CasePeer | Note |
|---|---|---|
| Matters | →Cases | Only injury matters map; decide where other work lives before cutover. |
| Contacts | →Clients, Contacts and Providers | Insurers and medical providers become typed records rather than generic contacts. |
| Matter Custom Fields | →Native CasePeer fields | Most injury custom fields have a native home; the rest become notes. |
| Documents | →Documents | CasePeer structure is simpler, so consolidate deep Clio folder trees. |
| Activities (expenses) | →Costs | Map to CasePeer cost types or settlement statements will not calculate. |
| Activities (time) and Bills | →Archive | Hourly history rarely earns its migration cost into a contingency system. |
| Client Funds Accounts | →Case funds and balances | Trust stays in accounting; CasePeer tracks settlement funds and liens. |
| Tasks and Calendar Entries | →Tasks and Calendar | Open tasks and future events, with statute dates verified individually. |
| Clio Grow Leads | →CasePeer intake | Keep lead source values consistent to protect your marketing reporting. |
What to watch for
- Decide where non-injury matters live before you sign anything. CasePeer will not hold estate planning or family files sensibly, so they either stay in Clio, close out there, or move elsewhere. Firms that leave this open end up running two systems by accident rather than by plan.
- Clio custom fields will not all have a CasePeer home. That is often fine, because a good share of them are stale, but you need the audit to know which. Anything genuinely needed with no native field goes into a note or a general field and stops being reportable.
- Trust accounting and three-way reconciliation are the clearest loss. CasePeer tracks case-level money and liens well, but your trust ledger belongs in your accounting system after this move. Bring your bookkeeper into the plan rather than telling them afterwards.
- Cost types are the detail that bites later. CasePeer settlement statements and net-to-client figures depend on costs being categorized correctly, so map Clio expense categories onto CasePeer cost types during the load rather than tidying up afterwards.
- Provider and treatment records have to be created, not migrated. Clio holds the medical records as documents but not the structured visit and billing data, so plan a capture pass for open cases and accept that older files stay document-only.
- Most Clio integrations do not follow you. CasePeer has a smaller integration set, so check your court rules calendaring, e-signature and accounting connections against what CasePeer supports before you commit to a date.
Five to nine weeks covers most small and mid-size injury firms. CasePeer needs less configuration than Filevine or SmartAdvocate, so the schedule is usually driven by document volume, how much Clio custom field data needs cleaning, and how quickly you settle the non-injury question. Leave time for treatment capture on open cases, which is the work most firms underestimate.
Questions about this move
Can we run CasePeer and Clio at the same time?
What happens to our Clio bills and time entries?
CasePeer or SmartAdvocate coming from Clio?
How do we handle statute of limitations dates?
Move from Clio to CasePeer.
Tell us how many matters, users, and documents are involved. We will come back with a plan, a field map, and a realistic timeline.