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. You will use that export as your checklist and reference while you set up matters in Draftiro. Documents come over as files you upload into the relevant matters.

Step 3: Set up your matters in Draftiro

Draftiro does not import Clio CSV files automatically yet. Create each active matter in Draftiro from your export, starting with the ones you are drafting in now, and upload their documents. Email support@draftiro.com if you want help planning the move. As you add each client and opposing counsel, Draftiro's conflict check runs against the matters already in Draftiro, so keep checking your Clio records too until everything has moved.

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 — case-citation checks against CourtListener when available, court-day math, and draft AI-assisted time entries for attorney review — 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.