Legal data migration pricing
Clio migrations are priced per item, so you can see the cost before you start. NetDocuments and other platforms are quoted after we review your data. Choose your platform below.
Clio migration pricing
Simple per-item pricing, so you know the cost up front.
| Item | Price | Details |
|---|---|---|
| Account import | $300 USD per account | $250 USD per account when you migrate two or more. An account holds up to 10,000 transactions. More than that counts as an additional account. |
| Reconciliation | $150 USD each | One reconciliation per account, checking migrated transactions and balances against your source records. |
| Invoices | $500 USD per 1,000 | Invoices recreated with their details and linked to the right clients and matters. |
Example: a trust account with 23,000 transactions counts as three accounts, so 3 × $250 USD = $750 USD.
Clio price calculator
Enter what you need migrated to see an estimate. Choose all three items to unlock a 25% bundle discount.
Trust and operating accounts. An account holds up to 10,000 transactions; more counts as an additional account.
One reconciliation per account.
Counted in blocks of 1,000. The buttons change the amount by 1,000; you can also type any number.
Your estimate
Estimate only. It does not include custom or bespoke data, and the final price is confirmed after the scoping call.
Full Migration Bundle
Two accounts, each with one reconciliation, plus up to 1,000 invoices.
$750 USD
Get StartedCustom and bespoke data
Data that cannot be brought into Clio with a standard import, such as custom billing rates or other unsupported records, is quoted by complexity after we review it.
Request a custom quotePrices are shown in USD by default. Use the USD / CAD switch above the prices to see them in Canadian dollars.
Submit a Statement of Work (SOW)
Already have a statement of work for your Clio migration? Submit it to us. We review it and confirm the scope with you on the scoping call.
- What to include: [Add the details your SOW needs to cover.]
- How to submit: [Add the submission method and accepted file formats.]
- What happens next: We review your SOW, then confirm the scope on the scoping call.
Have a statement of work?
Send it with your consultation request. We review it and confirm the scope with you on the scoping call.
Book a ConsultationNetDocuments migrations: quote-based
Every document structure is different, so we scope and quote each project after reviewing your data.
Submit a Statement of Work (SOW)
Already have a statement of work for your NetDocuments migration? Submit it to us. We review it and confirm the scope with you on the scoping call.
- What to include: [Add the details your SOW needs to cover.]
- How to submit: [Add the submission method and accepted file formats.]
- What happens next: We review your SOW, then confirm the scope on the scoping call.
Have a statement of work?
Send it with your consultation request. We review it and confirm the scope with you on the scoping call.
Book a ConsultationOther platforms: quote-based
Tell us your current and target systems, and we will scope and quote the project.
Submit a Statement of Work (SOW)
Already have a statement of work for your new platform migration? Submit it to us. We review it and confirm the scope with you on the scoping call.
- What to include: [Add the details your SOW needs to cover.]
- How to submit: [Add the submission method and accepted file formats.]
- What happens next: We review your SOW, then confirm the scope on the scoping call.
Have a statement of work?
Send it with your consultation request. We review it and confirm the scope with you on the scoping call.
Book a ConsultationWhat affects the price
- How much data there is: contacts, matters, and documents
- How much financial history comes across
- For Clio, whether your data follows our templates
- Custom fields and data that needs special handling
- Your timeline
Included in every quote
- Scoping call and data review
- Migration plan and field-by-field mapping
- Reports on your legacy data
- The migration, managed by us
- Review call with new reports compared to the legacy reports
Pricing questions
How do I get an exact price?
Book a consultation. After a short review of your data we give you a written scope and price before any work begins.
Is the price fixed once quoted?
Yes. When you are quoted, you are given a unique quote ID that guarantees your price.
How and when do I pay?
Your payment instructions are provided with your SOW and agreements.
Ready for a price?
Book a consultation and we will scope your project and give you a clear written quote.
Or email us at support@iveos.co