Migrate from Clio to Twenty CRM

Clio contacts map directly to Twenty People. The contact's primary Firm association resolves to a Twenty Company via domain match or explicit companyId assignment during import. Email, phone, address, and job title fields migrate as standard Twenty People fields. Original create and update timestamps are preserved as custom datetime fields for audit continuity.

Clio firms map to Twenty Companies. Firm name becomes the Company displayName. Website, industry, and address fields translate directly. Parent-child firm hierarchies in Clio map to the Company.parentId relationship in Twenty. Multi-office firms generate multiple Company records linked by the parent relationship.

Clio matters are the primary record type and require the most transformation. The matter becomes a Twenty Opportunity with the matter name as Opportunity.name, the matter's status mapped to a custom picklist field (Matter_Status__c), and the responsible attorney resolved to a Twenty workspace member via email match. Matter type (Practice Area) migrates as a custom select field.

Clio matter statuses (Open, Pending, Closed, Archived) have no direct Twenty equivalent — Twenty Opportunities use a kanban stage model instead. We map each Clio matter status to a corresponding Twenty Opportunity custom field (Matter_Status__c) and, where applicable, to Twenty's built-in stage picklist (New, Qualification, Proposal, Negotiation, Closed Won, Closed Lost). Status value mapping is documented in the migration plan before execution.

Clio's billing module — bills, invoices, trust balances, and accounts receivable — has no equivalent in Twenty's CRM model. We extract the outstanding balance and last bill date as custom Number and Date fields on the Opportunity record (Outstanding_Balance__c, Last_Bill_Date__c). Full invoice history and trust accounting records must be maintained in a dedicated accounting tool post-migration.

Clio time entries map to Twenty Tasks with the time entry's description as Task.title, the duration in hours stored as a custom number field (Hours__c), and the billing rate stored as Billable_Rate__c. The Task is linked to the corresponding Opportunity (the Matter). Entries are created as completed tasks in Twenty with the original entry date preserved as the Task due date.

Clio activities — calls, emails, and notes — map to Twenty Notes attached to the corresponding People or Opportunity record. Activity type is preserved in a custom select field (Activity_Type__c) on the Note. Original activity timestamps are retained; the activity author resolves to a Twenty workspace member by email match.

Clio documents and file attachments cannot be imported into Twenty natively — Twenty does not include a document management module. We preserve the document name, original URL path in Clio, and a link reference as a custom field on the related Opportunity (Document_Reference__c). Firms must re-upload documents to their preferred storage and update links post-migration.

Clio custom fields on Matters require pre-creation in Twenty's Settings → Data Model before import runs. We extract the full custom field schema from Clio's API (field name, type, picklist values) and generate the corresponding Twenty field definition. Multi-select picklists in Clio become multi-select fields in Twenty; date fields remain date fields; text fields map directly.

Clio users and attorneys resolve to Twenty workspace members by email address. Before migration, all active Clio users must have Twenty workspace invitations sent and accepted so their email appears in the Members list. Unmatched users are flagged and assigned to a fallback Twenty user; all original user assignments are preserved in a Source_Owner__c custom field for audit purposes.

Clio's rate hierarchy — custom rate, matter rate, client rate, user default rate — is a legal billing construct with no Twenty equivalent. We calculate the effective rate at time of each time entry and store it as Billable_Rate__c (a custom currency field) on the related Opportunity. Rate tier information is preserved as additional custom fields (Rate_Type__c, Rate_Source__c) for billing reconstruction.

Clio intake sources and lead origin information attached to contacts or matters migrates as a custom select field (Lead_Source__c) on the Twenty People record. Where Clio tracks referral source as a matter attribute, the field is duplicated on both the related People and Opportunity records for full attribution visibility.