Source
Clio

Clio

Destination
Autopilot

Autopilot

CRM MigrationStarting at $500

Migrate from Clio to Autopilot

Effortlessly & Accurately

Transfer contacts, activities, and more from Clio to Autopilot. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Clio to Autopilot migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Clio vs Autopilot

A quick look at both platforms to help you understand your migration path

Migrating from
Clio

Clio

Transforming the legal experience for all

Clio is a cloud-based legal practice management platform serving over 150,000 legal professionals worldwide. It combines case management, billing, client intake, document management, and CRM capabilities specifically designed for law firms.

Founded 2007
Burnaby, British Columbia
Best for
Small BusinessMid-MarketEnterprise
Industries
Legal ServicesLaw FirmsSolo Practitioners+1 more
Top Strength

Purpose-built for legal industry workflows and compliance

Migrating to
Autopilot

Autopilot

The future of marketing automation

Autopilot (now Ortto) is a visual marketing automation platform enabling companies to create automated customer journeys across multiple channels including email, SMS, in-app messaging, and online communications with integrated customer data analytics.

Founded 2015
Sydney, Australia
Best for
Small BusinessMid-MarketEnterprise
Industries
SaaSE-commerceB2B+2 more
Top Strength

Visual journey builder interface

Your New CRM

Why Autopilot is a great choice

Autopilot

Autopilot

"The future of marketing automation"

Autopilot (now Ortto) is a visual marketing automation platform enabling companies to create automated customer journeys across multiple channels including email, SMS, in-app messaging, and online communications with integrated customer data analytics.

Ideal for: Growing companies needing visual marketing automation with multi-channel campaign management and customer data integration.

Visual journey builder interface

Multi-channel campaign capabilities

Industries
SaaSE-commerceB2B+2
Best For
Small BusinessMid-MarketEnterprise

Customer data platform integration

Performance tracking and analytics

Learn more at

autopilothq.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Clio to Autopilot

Clio
Autopilot
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Not Available
Deals
Mapping Required
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Not Available
Tasks
Not Available

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Mapping Required
Quotes
Mapping Required
Documents
Not Available
Campaigns
Mapping Required

Specialized

Tickets
Mapping Required
Invoices
Not Available
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Clio to Autopilot Migration FAQ

Common questions about migrating from Clio to Autopilot.

Related Migration Paths

Explore other popular CRM migrations similar to Clio to Autopilot

Reverse Migration

Need to go the other way? We support bidirectional migrations.

Autopilot → Clio

Ready to get started?

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Prefer email? talk@ambrstack.com