As part of our acquisition and shared vision with Clio, the leader in legal technology, to provide a suite of services that address the end-to-end client journey, we’re happy to announce that we will be transitioning Lexicata customers to Clio Grow client intake and legal CRM software!
We will be migrating all of your data for you, after hours, to ensure no disruptions to your work day, your pricing will remain the same—but more features and benefits will be available to you to ensure your ongoing success.
By transitioning to Clio Grow, you will immediately see the benefits of our industry-leading security and 24/5 support, while also being able to use the product in the same way you loved using Lexicata.
Over the summer of 2019 we will contact you about your transition date. In the meantime, we encourage you to read more about the transition to Clio Grow—and what to expect—via our updated FAQ below.
If you have a question other than what’s posted here, please let us know at support@lexicata.com.
General Clio Grow & Acquisition Questions
1. Why is Lexicata transitioning to Clio Grow?
2. What is Clio Grow?
3. Do I need to use Clio’s practice management software (Clio Manage) in order to move to Clio Grow, or can I use Clio Grow while using a different practice management software?
4. Is Clio Grow a feature of the Clio practice management platform (Clio Manage)?
5. Can I use Clio Grow as I would Lexicata?
6. Can I schedule a free trial of Clio Grow?
7. Why did Lexicata get acquired by Clio?
Clio Grow Transition & Data Migration Overview
8. How do I transition to Clio Grow?
9. I use an integration (or multiple integrations) with Lexicata. How will this transition affect me?
10. How long does it take to migrate my data?
11. How long will it be before my account transitions to Clio Grow?
12. What if I’m not ready to move on the date scheduled for my transition?
13. Will all Lexicata customers be required to transition to Clio Grow?
14. How are customers being notified of the transition to Clio Grow?
Clio Suite and Bundling Options
15. I already have Clio Manage. Will Clio Grow be included in my current Clio subscription?
16. I already have Clio Manage—can I now combine it with Clio Grow to form the Clio Suite (and benefit from the Clio Suite’s pricing discount)?
17. I was a Lexicata customer without Clio Manage. Can I now add Clio Manage to Clio Grow and get Clio Suite pricing?
Pricing and Billing
18. Is my pricing changing?
19. Do I need to update my credit card or payment information?
20. What billing changes should I anticipate as part of this transition?
21. Where can I find my billing information?
Cancellation & Account Management Questions
22. What if I don’t want to move to Clio Grow?
23. How can I cancel my Lexicata account?
24. What if I move to Clio Grow, then decide it’s not for me?
25. What if I want to add or remove users?
26. If I have other questions, who should I contact?
General Clio Grow & Acquisition Questions
1. Why is Lexicata transitioning to Clio Grow?
As announced during the acquisition of Lexicata by Clio, our goal is to ensure all Lexicata customers can become successful Clio Grow customers.
To that end, we have worked diligently to ensure we have the means to seamlessly transition customers to a new legal client intake and CRM platform, Clio Grow, where they’ll get access to new and powerful features as they are rolled out.
We believe all of our customers deserve the best legal technology we can deliver, and maintaining two platforms that offer the same functionality doesn’t allow us to invest in and focus on advancing our offerings.
2. What is Clio Grow?
Clio Grow is the next evolution of our client intake and legal client relationship management (CRM) platform. Clio Grow builds on Lexicata’s existing ability to streamline client intake, lead management, and data collection, and will add new functionality focused on growing law firms’ business and improving their clients’ experiences to drive referrals, reviews, and success.
Clio Grow will additionally benefit law firms by:
- Launching a more cohesive integration between Clio’s current practice management platform (now known as Clio Manage) and Clio Grow, the new client intake and legal CRM software.
- Introducing a suite of Clio products (Clio Grow and Clio Manage) that can either be purchased separately or bundled together to create a truly end-to-end client experience, from intake to invoice.
3. Do I need to use Clio’s practice management software (Clio Manage) in order to move to Clio Grow, or can I use Clio Grow while using a different practice management software?
Clio Grow can be used independently of Clio Manage, and it will provide excellent value for your firm if you choose to implement it without practice management software, or with practice management software other than Clio Manage. (Please note that at this time, Clio Grow integrates only with Clio Manage practice management software at this time.)
It is also worth noting that Clio Grow does feature a more powerful sync with Clio Manage than any other client intake or legal CRM software on the market has with a practice management platform—and this link between Clio Grow and Clio Manage will only become stronger as we continue to update features and functionality for both products.
For firms looking to implement legal technology to better manage and grow their business, the Clio Suite may be the optimal solution. The Clio Suite offers Clio Manage and Clio Grow at a bundled price point for those with an equal number of licenses on both products.
4. Is Clio Grow a feature of the Clio practice management platform (Clio Manage)?
No, it is not. Clio Grow is a separate product—a legal client relationship management (CRM) and client intake platform, to be specific—which exists independently of Clio’s practice management software (Clio Manage). Focusing on relationship management, client intake, reporting, analytics, and more for legal professionals, Clio Grow complements and integrates with Clio Manage, but it is not a feature of the existing Clio legal practice management software.
5. Can I use Clio Grow as I would Lexicata?
Yes, Clio Grow offers the same functionality as Lexicata, with the added benefit of Clio’s industry-leading security features and protocols, 24/5 support, and future feature updates.
It should be noted that, like Lexicata, Clio Grow is not GDPR compliant.
6. Can I schedule a free trial of Clio Grow?
We are not offering free trials of Clio Grow at this time. You can review a quick webinar of Clio Grow, led by Michael Chasin, founder of Lexicata and now GM of Clio Grow here, however: Improve Your Client Intake Process With Clio Grow: https://landing.clio.com/improve-your-client-intake-process-with-clio-grow.html
7. Why did Lexicata get acquired by Clio?
Client expectations have evolved, and we want to support you in delivering exceptional client experiences. Clio shares our vision of changing the way people interact with legal services. Our joint goals are to make legal services more accessible to all, and to make the practice of law easier and more enjoyable for legal practitioners.
Joining Clio is a major leap forward in our shared vision to deliver a suite of services that address the end-to-end client journey. Clio’s mantra is to transform the practice of law, for good—and we want to do the same thing.
Clio Grow Transition & Data Migration Overview
The Transition Experience
8. How do I transition to Clio Grow?
It’s simple—one click is all it takes to transition to Clio Grow. Once you let us know you are ready (by accepting the Clio Grow Terms of Service), we will take care of the rest: We will migrate all of your existing data and integrations from Lexicata into Clio Grow for you, so the transition will be as seamless as possible. We will migrate all your data after hours, so it won’t affect your workday, and you’ll be up and running in Clio Grow with all your account information ready for you right away.
One thing we do recommend is that you change your password for your account, because this is a best practice during any transition.
Also, there are a few app integrations that we will not be able to sync for you without your direct participation. For these specific integrations—Clio Manage, MailChimp, and any email or calendar integrations—we will guide you through a simple and quick resync process from within the Clio Grow app, so the process is easy and straight-forward on your end.
9. I use an integration (or multiple integrations) with Lexicata. How will this transition affect me?
Clio Grow offers all the same integrations that Lexicata does, and in the future it will offer even more integrations During the transition, we will migrate all of your integrations—and your saved data from those integrations—into your Clio Grow account for you. You won’t have to re-sync your information; when you log into Clio Grow for the first time, all your integrations and data will be there waiting for you.
10. How long does it take to migrate my data?
No time at all. We will notify you seven days before we transition your account. After seven days, we will transition your account outside of business hours (at which point it will take only a few hours to complete). The following day, you will be able to log in to your new Clio Grow account, which will look and feel similar to your old account, and you will find all your data and integrations waiting for you.
11. How long will it be before my account transitions to Clio Grow?
Please reference your email (Subject line: Congrats—you’ve got a Clio Grow account!) to confirm your transition date. If you cannot find an email, don’t worry! Your transition date is pending, but you can contact our Support team to learn more.
Please note: You cannot change your date as there is no real benefit or impact of doing so.
12. What if I’m not ready to move on the date scheduled for my transition?
It’s important we transition all of our Lexciata customers to Clio Grow to ensure they are getting the best value out of our platform, and to be able to maintain our high standards for security. As the transition will provide no disruption to your workflow, there are confident that all customers can successfully transition on their assigned date. If you have any questions or concerns about this, however, please contact Support at support@clio.com.
13. Will all Lexicata customers be required to transition to Clio Grow?
Yes, all Lexicata customers will be required to transition to Clio Grow. This is to ensure that they are on the most secure and advanced platform we can offer.
By moving to Clio Grow today, you will still get all the functionality you had with Lexicata, and you will benefit from the Clio advantage of industry-leading security, 24/5 support, and future feature updates. If a Lexicata customer does not wish to transition to Clio Grow, please contact our Support team at support@clio.com.
14. How are customers being notified of the transition to Clio Grow?
Our goal is to be as clear and helpful as possible throughout this transition. As such, we are reaching out to customers in-app and by email seven days prior to the transition to ensure we can answer any and all questions they may have. To build on that seamless experience, we will be migrating all customers’ information for them to their new accounts once we have their approval.
Clio Suite and Bundling Options
15. I already have Clio Manage. Will Clio Grow be included in my current Clio subscription?
No, Clio Grow is a separate product, so it needs to be purchased and paid for separately.
You can, however, purchase the Clio Suite to benefit from both products (Clio Grow and Clio Manage) combined in one end-to-end solution.
Firms interested in our Clio Enterprise offering: Please contact us for a quote.
16. I already have Clio Manage—can I now combine it with Clio Grow to form the Clio Suite (and benefit from the Clio Suite’s pricing discount)?
Yes, absolutely. Call into our team at 44-800-433-2546 and they can walk you through the added value, a demo, and pricing options.
17. I was a Lexicata customer without Clio Manage. Can I now add Clio Manage to Clio Grow and get Clio Suite pricing?
Yes, absolutely. Call into our team at 1-888-858-CLIO—they can walk you through the added value that the full Clio Suite provides, they can conduct a demo with you, and they can show you the available pricing options.
Pricing and Billing
18. Is my pricing changing?
No, not for the foreseeable future. We want to make this transition as seamless as possible and ensure that you are able to use the best technology we have to offer. We have considered a number of avenues to create the best transition experience for you, and we are proud to be able to migrate everything you need to complete your work and maintain peace of mind from Lexicata to Clio Grow.
19. Do I need to update my credit card or payment information?
No, we will take care of transitioning your credit card and payment information for you.
20. What billing changes should I anticipate as part of this transition?
None—your billing cycle will remain the same.
21. Where can I find my billing information?
The billing tool used by Clio Grow does not automatically send you monthly or yearly invoice records; however, you can request an invoice at any time by contacting Clio Support.
Cancellation & Account Management Questions
22. What if I don’t want to move to Clio Grow?
Our goal is to provide the best value to our customers while also making decisions that benefit our customer base as a whole. Maintaining two platforms (Lexicata and Clio Grow) that offer similar functionality doesn’t allow us to invest in the right areas to continue to provide more value for all Clio customers. Going forward, Clio Grow will be able to offer higher levels of security than Lexicata, and it will receive new and powerful feature updates as they roll out. As a result, Clio Grow will be the client intake and legal CRM software solution we continue to develop.
By moving to Clio Grow today, you will still get all the functionality you had with Lexicata, along with the Clio advantage of industry-leading security, 24/5 support, and future feature updates.
However, if you choose not to move to Clio Grow, you always have the option of cancelling your account today, or wait until the final day to access Lexicata.
23. How can I cancel my Lexicata account?
It should be noted that canceling your account means you will no longer have access to your account after the scheduled transition date, and we advise you to export your data before this date. We would love for all Lexicata customers to try Clio Grow as this is the least disruptive way to continue to run your business during this transition. Our Support team is on hand to answer any questions or concerns you may have about transitioning or canceling your account.
We recommend customers export any data they need before cancelling their accounts. To cancel your account, please contact cancellations@lexicata.com
24. What if I move to Clio Grow, then decide it’s not for me?
We want to ensure you have the best experience and solution to meet your firm’s needs. If you decide Clio Grow is not for you, please call our support team, who can either assist with what is not meeting your needs, or help you cancel your account.
Contact our support team at 1-888-858-CLIO or support@clio.com.
25. What if I want to add or remove users?
You can add or remove users by contacting our Support team at 1-888-858-CLIO or support@clio.com.
26. If I have other questions, who should I contact?
If you have any questions, please email support@lexicata.com, or call 1-888-858-CLIO.
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