Nothing about switching should be a surprise.

Each guide below says the same three things about one source tool: what carries over and how it lands, what stays exactly where it is, and what has no equivalent here yet. The third list is the one worth reading — it is the reason a migration goes badly.

Four guides, one shape

• Migrate from CallRail — Port your numbers, preserve recordings, replace standalone call tracking with full-funnel attribution. 3-5 day timeline. 5 mapped items. 1 gaps named.
• Migrate from Clio Grow — Migrate intake forms, lead history, custom fields, and pipeline stages. Clio Manage stays for case management. 1-2 weeks. 6 mapped items. 2 gaps named.
• Migrate from Lawmatics — Translate automations, intake templates, and document workflows. Faster setup, lower per-seat cost. 2-3 weeks. 7 mapped items. 4 gaps named.
• Migrate from MyCase — Marketing-funnel migration only. MyCase stays for case management. Add full attribution + call tracking + benchmarks. 1-2 weeks. 5 mapped items.

Two paths, no downtime

Your existing tool stays live the whole time. Nothing is cut over until the numbers in GavelGrow match the numbers in the report you already trust.

• Guided CSV import. Every plan supports a guided CSV import for existing leads, contacts, campaigns, and call history. Most firms are running on GavelGrow in under a day. Available on every plan.
• White-glove migration. A dedicated engineer handles export from the source tool, custom field mapping, attribution preservation, and verification before anything is cut over. Included on Managed, typically 1-2 weeks.

Carries over

Contact records, lead history, campaign attribution (UTM, source, medium), call history with recordings where exportable, email correspondence, intake form submissions, custom fields, lead status and pipeline stage, consent records.

Stays where it is

Active case files in Clio Manage, MyCase, or Litify — GavelGrow handles the marketing funnel up to signed case, not deep matter management, so the two pair rather than replace. Accounting and time-tracking data. Document templates already living in your case management tool.

Frequently asked

How long does migration to GavelGrow take?

Self-serve CSV import takes a few hours. A white-glove migration on Managed takes 1-2 weeks end to end, including export from source, mapping review, test import, customer verification, and cutover.

Will my historical CPL and ROI numbers carry over?

Where the source tool exposes UTM parameters and conversion timestamps in CSV export, yes. Most CallRail and Clio Grow exports include this. AgencyAnalytics report archives stay in place while new ROI tracking moves to GavelGrow.

Can I run both tools in parallel during migration?

Yes. Existing tools stay live until you flip campaigns over. Most firms run a 1-2 week parallel period to verify GavelGrow data matches old reports before fully cutting over.

Can I port CallRail tracking numbers to GavelGrow?

Yes. CallRail numbers can be ported to Twilio, which powers GavelGrow call tracking — typically 5-10 business days through Twilio's porting process.

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Competitor pricing and feature descriptions in these guides reflect each vendor’s public information at the time of writing and may have changed since. Verify current pricing on the vendor’s own site before any final ROI calculation. Product names and trademarks belong to their respective owners; GavelGrow is not affiliated with them.