Clio Grow to HubSpot
Clio Grow (formerly Lexicata) is Clio's legal client intake and CRM product. It is separate from Clio Manage, which handles case management and billing.
Clio Grow data can move into HubSpot, landing mainly in Sales Hub. 1 of 6 mapped objects move directly (Contacts (people/companies)); 4 items need manual work and 3 do not move. Plan roughly 1-2 weeks for a small move and 6-12 weeks for a large one.
Migration checklist for Clio Grow
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 5 doneDuring
0 of 5 doneAfter
0 of 5 doneWhat will it take?
No price list: cost follows volume, custom objects and how much logic must be rebuilt. Answer four quick questions for a planning range.
The three scenarios
Small migration
<2,000 contacts
CSV only.
Mid migration
2,000-20,000 contacts
Includes form rebuilds and note handling.
Large migration
20,000+ contacts
Multi-office, API extraction, Manage sync.
What moves the number
Timeline ranges are planning estimates, not a quote. A partner confirms scope after discovery.
Access, mapping and limits
Start with how data leaves Clio Grow: what you need to get in, what lands in HubSpot, and what will not.
REST (Clio Grow API v2 via Clio Platform, OpenAPI spec published); Clio Manage API v4 is separate
Developer app created in the Clio Platform Developer Portal, plus firm user authorization of that app.
A firm admin who can authorize the connection; CSV export needs a logged-in user.
Platform (Grow) API default is 3 requests per second per OAuth application. Rate limits are applied separately in each region (US, CA, EU, AU). Clio Manage API is a separate API with a lower per-token limit.
Choose your route
How will you move the data?
No native connector was found.
- You need: Developer app created in the Clio Platform Developer Portal, plus firm user authorization of that app.
- Permission: A firm admin who can authorize the connection; CSV export needs a logged-in user.
Native imports often bring over only some data, so check coverage per object in the mapping below.
Export each object, clean it, then import it into HubSpot.
- Contacts: 'Export all contacts to CSV' at the bottom of the Contacts page. The CSV is emailed and includes editable and custom fields.
- Matters: CSV export from the Matters page.
- The CSV export does not include forms, documents, notes, email logs or other files.
- Clio Grow API for programmatic extraction.
Limits: Platform (Grow) API default is 3 requests per second per OAuth application. Rate limits are applied separately in each region (US, CA, EU, AU). Clio Manage API is a separate API with a lower per-token limit.
Migration and sync tools can move more than a plain import. Confirm which objects each one supports before you choose.
Best when volume is high, custom objects are many or automation is heavy. That is the Large scenario: 6-12 weeks, usually phased.
Talk to a partnerWhere each object lands
In Clio Grow
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts (people/companies) | Contacts | yes | The CSV includes custom fields. Company records are mapped to Companies manually or by a column. |
| Contacts (organisations) | Companies | partial | Mapping depends on how organisations are stored in the export; check this on a sample. |
| Matters (intake/pipeline stage) | Deals | partial | The matters CSV can be imported as Deals associated to Contacts. Pipeline stages must be rebuilt in HubSpot. |
| Notes / email logs | Notes | manual | Not in the CSV export. Possible through the API, but the endpoints were not verified. |
| Intake forms and workflow | Custom objects | no | Forms are not exported. Rebuild them as HubSpot forms. |
| Documents/files | Files | manual | Not included in the CSV export. |
What to expect
The CSV export does not capture workflow information.
Files are not part of the CSV export.
These live in Clio Manage. The analyst scope is to retain them there.
Forms are not exportable.
Workflow is not exported.
Not in the CSV export.
Matters stay in Clio Manage under the partial-replacement scope.
Use the API for notes, or archive them separately before cut-over.
Limit fields moved and restrict HubSpot access.
Back off on 429 and design for 3 requests per second per app.
Keep matters in Clio Manage and use Deals only for intake pipeline stages.
Data governance and compliance
Decide what is allowed to move before anything is exported. Tick each gate once it is agreed.
How we researched this page
How much to trust each section, and where it comes from.
Export paths (CSV) and API/auth/rate limits are backed by Clio docs and secondary sources. I found no HubSpot docs for a native Clio Grow connector. Object mapping to HubSpot and the governance details rest on category-level analyst knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate Clio Grow to HubSpot?
1. Decide what stays in Clio Manage and what moves to HubSpot. 2. Get a firm admin to confirm export rights and, if using the API, create a Clio Platform developer app. 3. Inventory custom fields, tags and lead sources in Clio Grow. 4. Take a CSV snapshot of Contacts and Matters, and note that the CSV arrives by email.
What data can move from Clio Grow to HubSpot?
These objects move directly: Contacts (people/companies). Check the mapping table for partial and manual items.
What does not move from Clio Grow to HubSpot?
Intake form definitions and workflow automations, Documents and engagement letters and Time billing, trust accounting and case management. Plan to rebuild or retire these.
How long does a Clio Grow to HubSpot migration take?
Small (<2,000 contacts): 1-2 weeks. Mid (2,000-20,000 contacts): 3-6 weeks. Large (20,000+ contacts): 6-12 weeks. These are planning estimates, not a quote.
What access do I need to export from Clio Grow?
Developer app created in the Clio Platform Developer Portal, plus firm user authorization of that app. A firm admin who can authorize the connection; CSV export needs a logged-in user.
What compliance issues apply when moving Clio Grow data?
Check: Attorney-client privileged information, Possible health, financial or minors' data in matter notes and Professional conduct and confidentiality rules. Agree consent, retention and access rules before exporting.
Moving Clio Grow into HubSpot?
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