Switching to Clasp

Switch to Clasp
without losing a thing.

We copy every client, matter and record into Clasp for you. Nothing is ever deleted, and nothing is final until you've checked it and signed off.

Migrations start at $3,000, a fixed fee agreed before you sign.
01What comes with you

Every client, matter
and record

We copy your clients, matters, contacts, billing records, trust balances and documents out of Clio, MyCase, Filevine, Smokeball or whatever you use today, clean them up and move them into Clasp. Files in Dropbox, Google Drive or OneDrive come too.

See the platform
ClioMyCaseFilevineSmokeball
CopyCleanLoad
Your current systemRead-only
Clients1,284
Matters2,031
Contacts4,916
Billing records18,207
Trust balances412
Documents46,530
Every record still here. Nothing deleted.
ClaspWorking copy
Clients0
Matters0
Contacts0
Billing records0
Trust balances0
Documents0
Google DriveOneDriveDropbox
Copied, never deleted
Nothing in your old system is touched. Every record lands in a working copy of your firm first, counted against the original.
02Plan the move

Fixed fee,
from $3,000

Migrations start at $3,000, and your fee is fixed before you sign. We sign a mutual NDA before we touch anything, you give us an admin seat so we can see the true shape of your data, then we send a written estimate with the fee, the scope and a target go-live date.

Talk to us about switching
Migration planYour firmAssessment done
In your current systemIn Clasp
MatterCase
ContactClient
Practice areaCase type
Matter stageCase stage
Trust ledgerTrust balance
Custom field: Opposing partyCase field
Every field has a place in Clasp
Written estimateReady to signSigned
Mutual NDASigned first
Clients, matters, billing records and documentsIn scope
Working copy for your reviewIncluded
Target go-live dateIn writing
Fixed fee$3,000
Sign estimateSignedSigning reserves your date
Mapped field by field
Matters become cases, contacts become clients and trust ledgers become trust balances.
03Test and go live

Nothing is final
until you sign off

Open a working copy of your firm, flag anything that looks off and we run it again. Once you sign off you go live, with a quick call to set up your team. Keep your old software for about 30 days, then cancel. We even draft the email that tells your clients.

Try Clasp free
Working copy of your firmReady for your reviewSigned off
Clients and contacts6,200 matched
Matters and their stages2,031 matched
Invoices, payments and trust balancesBalances agree
Documents, in their case folders46,530 files
With your migration engineerFlag somethingSign offSigned off
Your old system
Still running while you checkKeep it about 30 days, then cancel
MON9
Go-live call
A quick call to set up your team
Tell your clients
An announcement email, drafted for you
Two people with you the whole way
A lead migration engineer runs the move, and a customer success lead trains your team and stays your point of contact.
“Once you've used Clasp, it's hard to imagine going back to traditional practice management software.”
Maria CrabtreeOwner, Crabtree Law PC
“You don't realize how much bad software slows you down until you use something that doesn't”
James AlderPartner, Alder & Stone Legal Group

Switch to Clasp
without losing a thing.