
Rectangle Health

Clio
Transfer contacts, activities, and more from Rectangle Health to Clio. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Rectangle Health 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

Simplifying Healthcare Business Operations
Rectangle Health provides Practice Management Bridge, an all-in-one platform for healthcare practices to manage patient payments, engagement, and compliance with HIPAA and OSHA standards.
All-in-one payment, engagement, and compliance platform

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 Rectangle Health to Clio


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Rectangle Health to Clio.
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Need to go the other way? We support bidirectional migrations.
Clio → Rectangle HealthJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com