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The switch · 4 source tools · 23 mapped items

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.

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.

Pick your current tool

Four guides, one shape.

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

Running something else? The guided CSV import does not care which tool the file came from — ask us about yours.

How it runs

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.

Self-serve

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

A migration engineer runs it

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

Whichever path you take

• 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.

Answers

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?

  GavelGrow gives each campaign its own new tracking number rather than moving your CallRail numbers over, so you update the numbers on your site and in your ads at cutover. Keep CallRail forwarding until the new numbers are live so no calls are missed.

Ready when you are

Import the file before you cancel anything.

The honest test of a migration is whether the new numbers agree with the old ones. Start a trial, run the import, and compare the two for a week before you touch your current subscription.