[ YOUR DATA, YOUR STORAGE ]
A scheduled pipeline that exports your matters, documents, notes, and contacts from Clio into OneDrive, SharePoint, or S3, with the folder structure mirrored so a human can navigate the restore. Incremental, rate-limit safe, and alarmed.
30 min with a co-founder. Rough quote in 3 business days.
from $1,700
standard pipeline
1:1
matter folders mirrored
24h
or tighter sync schedule
[ THE QUIET GAP ]
There is no "back up everything to my storage" button in Clio. Native export gives you CSVs and manual document downloads; it does not give you a schedule, incremental sync, logged emails in bulk, or your folder hierarchy.
Your duty to keep matter files does not end when you change platforms. An exit under time pressure is the worst moment to learn what exports cleanly.
A firm with a current, complete, independent copy reads a price increase very differently from a firm without one. The backup is a negotiating position.
The common scenario is not a vendor outage. It is someone bulk-deleting or overwriting documents on a Friday. An independent daily copy turns that into a non-event.
[ WHAT WE DEPLOY ]
Built on Clio's official API with read-scoped OAuth, running on your cloud account. Full architecture in the technical guide.
Matter documents, notes and activity logs, logged emails, contacts (JSON/CSV, refreshed per run), calendars on request.
OneDrive, SharePoint, or S3 folders recreate your Clio matter structure 1:1. A restore a paralegal can navigate, not a data dump.
Only new or changed items move on each run. Exponential backoff on Clio's rate limits, resumable checkpoints, no full re-downloads.
Failure alerts to email or Teams, technical documentation, and a 30-minute handover call. You own the pipeline; we are optional afterward.
[ READ THE CODE FIRST ]
We open-sourced connectors for Clio (26 tools), MyCase, and Filevine, all on npm under MIT. The same documents, matters, and notes API patterns this service uses are inspectable before you ever talk to us. We also published the two write-ups most backup attempts need: Clio rate limits and batch design and the presigned-URL document flow.
[ FAQ ]
A deployed, scheduled backup pipeline pulling your Clio data through the official API: matter documents, notes and activity logs, logged emails, and contacts, written to OneDrive, SharePoint, or S3 with the Clio matter folder hierarchy mirrored 1:1.
Incremental sync (only new or changed items per run), exponential backoff on Clio's rate limits, failure alerts to email or Teams, technical documentation, and a handover call. It runs on your cloud accounts, so you own the pipeline and the copies.
The standard pipeline starts at $1,700 when your requirements match the common pattern (daily incremental backup, one destination, mirrored folders, alerts). Discovery is free: a call, a draft scope, and a rough quote before you commit.
Multi-platform or custom retention workflows are scoped separately at $17K-$53K.
Clio's redundancy protects Clio's infrastructure, not your independent copy. Firms build their own backup for three reasons: retention obligations that outlive any subscription, negotiating position at renewal (a firm with a complete exit copy is never data-hostage to pricing changes), and recovery from human error like bulk-deleted documents, which is the most common real restore scenario.
Yes. The same pipeline pattern works for MyCase (requires their Advanced tier for API access, a MyCase pricing decision) and Filevine. We built and open-sourced API connectors for all three platforms, so the read patterns are public code you can inspect before hiring us.
The pipeline runs on your own cloud account with read-scoped OAuth credentials, writes only to storage you control, and no client data routes through Oktopeak servers. No AI processing is involved: this is a data pipeline, not an AI product. Every run is logged, and credentials live in your key vault, not in code.
[ GET STARTED ]
A call with a co-founder. We look at your data volume, destinations, and retention requirements, then give you a fixed quote. If native export genuinely covers your case, we tell you that and you keep the checklist.
