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How to Migrate from Time Matters to Clio: A Step-by-Step Guide

Owlesq Team · Updated May 2026 · 8 min read

Time Matters has served law firms well for decades — but LexisNexis quietly wound down active development, and the product is reaching a breaking point for most firms. Server maintenance costs, a shrinking pool of certified consultants, and a complete absence of modern integrations have pushed thousands of firms to start planning their exit.

If you've decided to move to Clio Manage — the most widely used cloud practice management platform in North America — this guide gives you the honest, step-by-step picture of what that migration actually involves.

Why Firms Are Leaving Time Matters

Before getting into mechanics, it's worth naming what's driving the decision. The most common reasons we hear:

End of active development. LexisNexis has made no credible commitment to ongoing investment in Time Matters. There's no mobile app, no modern API ecosystem, and no roadmap for the integrations that clients and courts now expect.

Server infrastructure is expensive. Time Matters runs on Windows Server. For most firms, that means an in-house server or a hosted instance — adding $800–$2,000/month in IT overhead that modern cloud platforms eliminate entirely.

The consultant pool is shrinking. Certified Time Matters consultants are rare and getting rarer. Support is slower and more expensive than it was five years ago.

Pricing no longer matches value. At $40–$60/user/month plus hosting and support, you're paying modern SaaS prices for 1990s architecture.

What to Back Up and Export Before You Start

The most important rule of any migration: do not cancel or decommission Time Matters until your data is fully validated in Clio. You'll need access to both systems in parallel for at least 30 days.

Export from Time Matters:

  1. Matter records — Export all open and closed matters. Time Matters stores these in a SQL Server database; your IT administrator can export directly or use the built-in export tools.
  2. Contact records — Export all clients, opposing counsel, courts, vendors, and other contacts. Watch for duplicate records — legacy systems commonly accumulate these over years of use.
  3. Time entries — Export your full time entry history, including matters, timekeepers, rates, and billing codes. This is typically the most complex export.
  4. Documents — Documents stored within Time Matters (or linked to it) need to be exported separately. Clio has its own document storage and can integrate with NetDocuments or SharePoint if you prefer.
  5. Trust accounting records — Export all trust ledger data. This is legally sensitive and requires careful validation post-import. Confirm your state bar requirements before the cutover.
  6. Calendar and task history — Export calendar entries and outstanding tasks. Historical data matters less here; focus on open/future items.

Data cleanup before import: Before sending anything to Clio, deduplicate contacts, standardize matter naming, and correct any obvious data errors. Cleaning data in Time Matters is easier than cleaning it inside Clio post-import.

Step-by-Step: The Migration Process

Step 1: Sign up for Clio and assign your migration team

Clio offers a free trial sufficient for initial testing. Assign an internal project lead — typically your firm administrator or office manager — and identify two or three power users who will validate the imported data. Contact Clio's onboarding team early. Clio has a dedicated migration service with experience converting Time Matters data. They've seen the edge cases; involve them from the beginning.

Step 2: Map your data structure

Before importing, map your Time Matters data structure to Clio's. Key decisions:

  • Matter types: How you categorize matters in Time Matters may need to be reorganized into Clio's practice area structure.
  • Custom fields: Any custom fields in Time Matters need a corresponding field in Clio, or the data will be lost.
  • Billing rates: Review your rate tables. This is a common source of billing errors post-migration if not validated carefully.

Step 3: Import in stages, validate each stage

Don't try to import everything at once. Recommended order:

  1. Contacts and clients
  2. Matters (linked to contacts)
  3. Time entries and billing history
  4. Documents
  5. Calendar and tasks

After each stage, have your validation team spot-check a sample of records. Catch problems here rather than in production.

Step 4: Train your staff before go-live

Clio's interface is significantly different from Time Matters. Budget 4–6 hours of structured training per user — not self-service tutorials, but live walkthroughs of the workflows your firm actually uses. Common sticking points: time entry from mobile, matter-based billing, and the client portal, which doesn't exist in Time Matters and will be new to everyone.

Step 5: Run both systems in parallel, then cut over

Keep Time Matters accessible for at least 30 days after go-live. Staff will inevitably reference historical data while building Clio muscle memory. Set a firm cutoff date — having a date makes it real — and stop entering new data in Time Matters from day one of go-live.

What You'll Gain After the Switch

No server infrastructure

Clio runs in the browser on any device. Remote access via VPN is gone.

Native mobile app

Time entry, calendar, and matter access from iOS or Android.

Modern integrations

DocuSign, LawPay, Outlook, Google Calendar, QuickBooks, Zoom, and 200+ others that don't exist in Time Matters.

Client portal

Clients get a secure portal to access documents, messages, and invoices — a meaningful differentiator for client retention.

Active development

Clio ships regular updates. The platform you buy today will be better in a year.

Caveats and Honest Warnings

Budget 8–12 weeks for a clean migration. Rushing is the single biggest source of migration regret. Clio's structured onboarding keeps firms on track; use it.

Document migration takes the most time. If you have years of documents inside Time Matters, expect this stage alone to add 2–3 weeks. Large document stores require manual quality control.

Trust accounting validation is non-negotiable. Have your bookkeeper or accountant reconcile every trust balance before going live. A single trust accounting error post-migration can create bar complaint exposure.

Some historical reporting will look different. Clio's reporting structure differs from Time Matters. Your historical reports won't automatically match. Budget time to rebuild key reports in Clio's format.

Ready to start your Clio migration?

Clio's migration team handles Time Matters conversions regularly and can give you an honest timeline estimate before you commit.

Start your Clio free trial →

For more context on practice management software options, see our Practice Management Software guide.

Owlesq is an independent legal-tech directory. We have no affiliate relationships with any vendor listed and earn no commission when readers click outbound links. This guide was written independently and represents our honest assessment.