Migrate to GoHighLevel Without Losing Data
Most law firms switching from Clio, MyCase, or Lawmatics try to do the migration themselves and lose data — contact records that don’t transfer cleanly, matter histories that don’t map, custom fields that disappear. We do this regularly. We don’t lose data.
Five Categories of Data, Done Right
- Contacts & clients. All client records, prospects, opposing parties, opposing counsel, expert witnesses, vendors. Full custom-field mapping. Tags converted from source-system labels. Communication history preserved where exportable.
- Matters / cases. Active matters with current pipeline stage. Closed matters with disposition. Custom fields specific to each practice area. Linked-contact relationships preserved.
- Calendars & events. Past appointments archived. Future appointments synced. Court dates with reminder cadence. Recurring events properly recreated.
- Documents & files. Document libraries migrated to client portal. File-to-matter linkages preserved. Tag-based categorization maintained.
- Billing & trust accounts. For trust-account-aware migrations: existing trust balances, retainer applications, billing history. We coordinate with your accounting workflow to ensure trust-accounting integrity through the transition.
- Workflow logic. Existing automations from Clio Manage Grow, MyCase Workflows, or Lawmatics campaigns are not directly importable — but we replicate the equivalent logic in GHL workflows during migration so you don’t lose automation behavior.
The 5-Stage Migration Process
Migrations done in haste produce messes that take months to clean up. We follow a structured 5-stage process.
Stage 1: Audit (Days 1–3)
We inventory your existing data: contact count, matter count, custom fields, tag system, calendar entries, document volume, trust-account balances, active workflows. This produces a written migration scope with risk areas flagged.
Stage 2: Mapping (Days 4–7)
We build the field-to-field mapping between your source system and GHL. Where your custom fields don’t map cleanly, we propose alternatives. Where data quality is poor (duplicate contacts, abandoned matters, broken email addresses), we flag it for cleanup decisions.
Stage 3: Test migration (Days 8–10)
We run a test migration of a representative subset (typically 100 contacts, 30 matters). Validate that data flows through correctly. Edge cases caught and resolved before full migration.
Stage 4: Full migration (Day 11)
Full data migrated during a low-activity window (typically a Saturday night). Source system goes read-only. New incoming data goes to GHL. Within 8 hours, full data lives in the new system.
Stage 5: Validation & tuning (Days 12–15)
Spot-check 50+ records across categories. Confirm workflow behavior. Test reminders firing on real client appointments. Resolve any post-migration issues. Sign-off on completion.
What We Charge for Migration
Migration is offered as a separate service from the snapshot itself. Pricing depends on data volume and complexity:
- Small firm (under 1,000 contacts, under 200 matters): $1,500–$2,500 flat
- Mid-size firm (1,000–5,000 contacts, 200–1,000 matters): $2,500–$5,000 flat
- Larger firms: custom quote based on complexity
Done-For-You Migration. Five-Stage Process.
If you’re considering switching from Clio, MyCase, Lawmatics, or another platform, book a migration scoping call to discuss your specific situation, or get the snapshot first so we have the destination structure ready before migration day.