Move your firm from Clio or MyCase to Plainmatter
Start from the CSV exports you can download from Clio or MyCase today, plus a trust ledger report for each client.
Import contacts, matters and time, enter each client's trust balance as a dated opening deposit, then reconcile once against the same bank statement.
Finish with matching client ledgers and a trust account that balances on day one.
Try every feature for 30 days without a card. Add staff for free.
Pick a cutover date before you export
Choose the date of your last trust reconciliation in the old system, usually the end of a bank statement month.
Export everything as of that date, and enter new work in Plainmatter from the next day on.
Follow these steps
Export your data from Clio
Export your contacts, matters and time entries from Clio to CSV, one file for each.
Run a trust ledger report for each client as of your cutover date and save it as a PDF. Keep your last Clio reconciliation report with it.
Export your data from MyCase
Export your contacts, cases and time entries to CSV from the reports or data export area of MyCase settings.
Save a trust ledger report for each client as of your cutover date, and keep your last MyCase reconciliation report.
Import the CSV files into Plainmatter
In Plainmatter, open the import screen and upload the contacts file first, then matters, then time entries.
Match each column to a Plainmatter field, for example Display Name to client name and Matter Number to matter number. Check the preview, then import.
Import in that order so each matter finds its client and each time entry finds its matter.
Enter trust balances as dated opening deposits
For each client with money in trust, record one deposit on the right matter for that client's balance, dated your cutover date. Use a memo like “Opening balance from Clio ledger as of September 30, 2026”.
Enter one deposit per client and matter, never one lump sum for the whole account. Plainmatter checks every later payment against that client's ledger, so each ledger needs its own opening balance.
Reconcile once against the cutover statement
Run a three-way reconciliation in Plainmatter using the bank statement for your cutover date. The trust journal and the sum of client ledgers should both equal the total of your opening deposits.
If checks or deposits from the old system were still uncleared on that statement, the bank figure differs by exactly those items. Note them on the reconciliation and confirm they clear on the next statement.
Check these figures after the import
- Counts of contacts, matters and time entries
- Compare the totals in Plainmatter with the row counts in your CSV files.
- Each client's trust balance
- Match every client ledger in Plainmatter to the ledger report you saved from the old system.
- Total held in trust
- Match the sum of client ledgers to the adjusted bank balance on your cutover statement.
- Open matters and responsible lawyers
- Spot-check a few matters for the right client, practice area, billing method and rate.
Send us your export and we will run the import for you
Email your CSV files and trust ledger reports. We import them into your Plainmatter firm and send you a list of anything to check.
You review the opening trust deposits and run the first reconciliation yourself, because those records are yours to sign off.
Get answers about switching
Yes. Export your contacts, matters and time entries to CSV from Clio or MyCase, upload the files to Plainmatter, and match each column to a Plainmatter field before you import.
The switching guide covers each step, including how to enter trust balances.
Yes. Open the sample firm during setup to work with ten clients, open matters, six weeks of time, invoices and trust activity before you import anything.
Plainmatter keeps a ledger for each client and matter, blocks any payment that would take a ledger below zero, and produces a printable three-way reconciliation report.
Your state bar sets how often you reconcile and which records you keep. Check your state's rules and reconcile on the schedule they require.
Yes. A firm owner can download one ZIP file at any time with every record as CSV, plus your original documents and templates.
After you cancel, you can still sign in and export for 90 days.
Start your Plainmatter firm with balanced trust ledgers on day one
Start with the sample firm or your own matters. Pay $59 per lawyer per month after the 30-day trial.
Try every feature for 30 days without a card. Add staff for free.