Demo / staging environment. Do not use this site for a real migration — go to Cutovr instead.

QuickBooks and legacy systems → Clio Accounting

Move your law firm’s financial data into Clio Accounting — faster and at a lower cost.

We help law firms move historical financial data from QuickBooks Online and legacy legal systems into Clio Accounting. Traditional migrations can take weeks and cost thousands. Cutovr makes the move simpler, faster, and more affordable.

Book a discovery call Get a migration quote

Clio Accounting is the primary destination. QuickBooks Online is available when selected. The booking form asks for a few details so our team can come prepared.

  • Faster move Get out of the old system without weeks of back-and-forth.
  • Lower cost A simpler path than traditional consultant-led migrations.
  • Built for law firms Focused on the historical financial data legal teams need to carry forward.

A simple, done-for-you journey

Three steps to Clio Accounting.

  1. 1

    Step 1 · Book a discovery call

    Share a few details so our team can prepare.

  2. 2

    Step 2 · Get a quote

    We scope the migration and provide a clear quote on the call.

  3. 3

    Step 3 · Have your data migrated

    Cutovr handles the migration and reviews the details with you.

Prefer QuickBooks Online instead? Tell us on the discovery call and we’ll scope the right destination.

Clio Accounting migration

From a discovery call to a clean cutover.

You don’t run the migration. A short call gives us what we need, and we take it from there.

  1. 01

    Book a discovery call

    Pick a time that works for you. The booking form asks for a few details so our team can prepare.

  2. 02

    We review your migration

    Our team reviews your reports and trust accounting, and scopes the work with you on the call.

  3. 03

    You get a clear quote

    You’ll know the cost before any work begins.

  4. 04

    We handle the migration

    We move your firm’s historical financial data into Clio Accounting and give your team a clear handoff so you know what was moved.

What moves

More than one report.

A law firm's books aren't one file. We help move the full financial history your firm needs to continue in Clio Accounting.

Transaction history

Your firm's historical transaction activity comes across after our team reviews it and confirms it with you. (General Ledger)

Account list

Matched against your destination accounts, with a side-by-side preview before anything is created. (Chart of Accounts)

Starting balances

Parsed and totaled. Used to support starting balances and check the books later. (Trial Balance)

Client trust balances

Reconciled against your trust liability and trust bank totals. Never posted automatically. (Trust listings)

Client & matter A/R

What clients and matters still owe the firm comes across, with client data prepared for the destination.

Vendor A/P

What the firm still owes its vendors comes across, with vendor data prepared for the destination.

Bank balances

Operating and trust bank totals are spot-checked during reconciliation.

Final reconciliation

A side-by-side balance check at switchover so you can confirm every dollar landed cleanly.

Why Cutovr

The work, handled for you.

A consultant-led migration can take weeks and cost thousands of dollars. Cutovr gives firms a faster, lower-cost path for moving historical financial data into Clio Accounting.

Traditional consultant

Hands-on for you, week after week

  • Weeks of meetings, file exchanges, and review cycles.
  • High costs before the firm can fully move forward.
  • Too much back-and-forth for the lawyer and firm staff.
  • Migration delays that can slow the Clio rollout.

Cutovr

Done for you · scoped on one call

  • A simpler migration path for firms moving to Clio Accounting.
  • Faster turnaround than traditional migration projects.
  • Lower cost than a consultant-heavy process.
  • A clear handoff so the firm knows what was moved.

Built for law-firm books

The controls finance teams ask for.

Encrypted at rest

Uploaded files and connection tokens are encrypted in our store. Your firm's data stays in your workspace.

Reviewed migrations

Every migration is checked before final handoff so balances, files, and exceptions stay clear.

Disconnect any time

Disconnect connected accounting systems from inside the app or from the provider. We honor disconnect requests and revoke tokens promptly.

Who this is for

Built with the people who'll actually use it.

Built for law firms moving off legacy platforms

Built for law firms moving from older legal accounting and case management systems, including PCLaw. Designed around the reports a firm actually has — General Ledger, Chart of Accounts, Trial Balance, trust listings — not generic accounting imports.

Designed with accounting reviewers

You see what will move before the migration is finalized. Balances are checked at the end, and nothing reaches Clio Accounting or QuickBooks Online without review.

Reversible & auditable

Every import can be reversed in one click. A full audit log records every action a firm admin takes inside the app.

We don't publish testimonials we haven't earned. As real firms complete migrations, we'll share their experience here with their consent.

Pricing

Generate a migration quote in minutes.

Enter the firm size and the years of data to see the migration quote right away.

Generate a quote How pricing works →

Guides & resources

Learn how the migration works.

Plain-English guides for firms moving off a legacy legal platform — including PCLaw — into Clio Accounting, with QuickBooks Online available when selected.

PCLaw migration guide

What moves, why legal migrations differ, realistic timelines, and the questions to ask.

Ready when you are

Let Cutovr handle the migration.

Book a call and we’ll scope the migration, confirm the destination, and quote it while you’re on it.

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Questions before you book? Contact support.