Source
Clio

Clio

Destination
Claritysoft CRM

Claritysoft CRM

CRM MigrationStarting at $500

Migrate from Clio to Claritysoft CRM

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from Clio to Claritysoft CRM. 8 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 Claritysoft CRM 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 Claritysoft CRM

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
Claritysoft CRM

Claritysoft CRM

Simple, Powerful CRM Software

Claritysoft is a cloud-based CRM solution that provides contact management, sales pipeline tracking, activity management, and email marketing. It focuses on ease of use and customization for small to mid-sized businesses.

United States
Best for
Small BusinessMid-Market
Industries
SalesBusiness ServicesProfessional Services+2 more
Top Strength

User-friendly interface with quick adoption

Your New CRM

Why Claritysoft CRM is a great choice

Claritysoft CRM

Claritysoft CRM

"Simple, Powerful CRM Software"

Claritysoft is a cloud-based CRM solution that provides contact management, sales pipeline tracking, activity management, and email marketing. It focuses on ease of use and customization for small to mid-sized businesses.

Ideal for: Small to mid-sized businesses that need an intuitive CRM with strong pipeline management and email marketing capabilities.

User-friendly interface with quick adoption

Customizable sales pipelines and workflows

Industries
SalesBusiness ServicesProfessional Services+2
Best For
Small BusinessMid-Market

Email marketing and campaign management integrated

Mobile CRM application for on-the-go access

Learn more at

claritysoft.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Clio to Claritysoft CRM

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

Core Objects

Contacts
Supported
Companies
Supported
Deals
Mapping Required
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

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 Claritysoft CRM Migration FAQ

Common questions about migrating from Clio to Claritysoft CRM.

Related Migration Paths

Explore other popular CRM migrations similar to Clio to Claritysoft CRM

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