Migrating to GavelGrow

Most law firms switching to GavelGrow are coming from a stack of three or four single-purpose tools — CallRail for call tracking, Clio Grow or Lawmatics for intake CRM, AgencyAnalytics for marketing reports, plus a spreadsheet to glue it together. Replacing that stack with one platform is the point. Here is how the move actually works, what data comes with you, and what stays where it is.

How the migration works

• Self-serve CSV import. Every tier supports a guided CSV import for your existing leads, contacts, campaigns, and call history. Most firms can be running on GavelGrow in under a day.
• White-glove migration (Scale + Enterprise). Scale and Enterprise tiers include a dedicated migration engineer who handles export from your source tool, custom field mapping, attribution preservation, and verification. Typical timeline: 1-2 weeks.
• No downtime. Your existing tools stay running until you flip the switch. We migrate data, you verify it, then you cut over campaigns when ready.
• Attribution preserved. Where source platforms expose UTM parameters, source/medium, and conversion timestamps, GavelGrow keeps that history attached so your historical CPL and ROI numbers carry over.

Step-by-step migration guides

• Migrate from CallRail — number portability, recording history export, missed-call workflow, typical 3-5 day timeline.
• Migrate from Clio Grow — intake form re-creation, lead history CSV, custom field mapping, e-signature handoff. Pairs cleanly with Clio Manage staying in place for case management.
• Migrate from Lawmatics — automation rebuild, intake template translation, document workflows. Most firms find GavelGrow is significantly faster to configure once migrated.
• Migrate from MyCase — marketing-side migration only. MyCase keeps handling case management; GavelGrow takes over the lead-to-signed-case marketing funnel.

What carries over (and what does not)

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 / pipeline stage, consent records.

Stays where it is: active case files in Clio Manage / MyCase / Litify (GavelGrow handles the marketing funnel up to signed case, not deep matter management — pair the two), accounting / time-tracking data in QuickBooks or Clio Manage, document templates already in your case management tool.

Common questions

How long does migration take?

For self-serve CSV import: a few hours. For Scale tier white-glove: 1-2 weeks end to end including export from source, mapping review, test import, your verification, and cutover.

Will my historical CPL and ROI numbers be there after migration?

If your source tool exposes UTM parameters and conversion timestamps in its CSV export, yes — GavelGrow keeps that history attached. Most CallRail and Clio Grow exports include this. AgencyAnalytics tends to be report-only (not exportable as raw data), so historical reports stay in your AgencyAnalytics archive while new ROI tracking moves to GavelGrow.

Can I run both tools in parallel during migration?

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

What about my Twilio numbers (CallRail) or e-signed agreements (Clio Grow)?

CallRail tracking numbers can be ported to Twilio (which powers GavelGrow call tracking) — typically 5-10 business days through Twilio porting. Clio Grow e-signature workflows can be replicated in GavelGrow or kept in Clio Grow during a transition period.

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