ForceManager
Clio
Transfer contacts, companies, activities, and more from ForceManager to Clio. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ForceManager to Clio migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
CRM for mobile sales teams
ForceManager (now Sage Sales Management) is a mobile-first CRM designed for field sales teams, offering geolocated account management, AI-powered insights, real-time activity logging, and seamless communication tools. It enables sales representatives to manage accounts, track visits, log activities, and collaborate with team members from anywhere.
Mobile-first design with high adoption rates
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.
Purpose-built for legal industry workflows and compliance
"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.
Ideal for: Law firms seeking an all-in-one legal practice management platform with integrated CRM, billing, document management, and client portal capabilities.
Purpose-built for legal industry workflows and compliance
Integrated time tracking and trust accounting
AI-powered Clio Duo for document analysis and case summaries
250+ integrations including payment processing
Learn more at
clio.com
See exactly which data objects transfer from ForceManager to Clio
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ForceManager to Clio.
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