Switching practice tools feels risky, which is why most firms put it off. Moving from Clio to Draftiro doesn't have to be a big-bang cutover — the sane approach is to run them side by side for a few weeks, move the drafting and research work first, and keep Clio for billing until you're confident. Here's the playbook.

Step 1: Decide what actually moves

Be honest about what you use Clio for. If it's drafting, research, conflicts, and deadlines, that's the part Draftiro replaces and the part to move first. If you lean on Clio for trust accounting and LawPay, keep that running during the transition — there's no need to rip it out on day one.

Step 2: Export from Clio

Export your matters, contacts, and tasks from Clio as CSV. Clio's export covers the structured data Draftiro needs to recreate your matter list and party roster. Documents come over as files you upload into the relevant matters.

Step 3: Import into Draftiro

Draftiro accepts CSV exports of matters and contacts. On Solo and Practice plans, our team will walk you through the import on a free call so the field mapping is right the first time. As each party comes in, Draftiro's conflict check runs against your full roster, so you start the new system with a clean conflict log.

Step 4: Run both for a few weeks

Draft your next motions, demand letters, and discovery in Draftiro while Clio still handles invoicing. You'll quickly see whether the AI-first workflow — CourtListener-validated citations, court-day math, and ABA Op. 512 time entries — fits your practice before you fully commit.

Step 5: Decide on billing

If Clio's trust accounting is load-bearing, keep it and use Draftiro for the legal work. If your billing needs are simpler, you may consolidate. There's no penalty for a hybrid setup — many firms run exactly that.

What you gain, and what to weigh

You gain an AI-native workspace at a much lower entry price — free with no card, paid from $29/mo versus Clio Manage's roughly $49–$149 per user per month. You weigh Clio's deeper billing and its 250+ integrations. The honest Draftiro vs Clio comparison and vs Clio Work lay out both sides.