Does TaskWrangler use Zapier or another connector?

No. The Gmail, Calendar and Workspace add-ons call TaskWrangler directly using the signed-in user's Google identity. Failures are shown on the affected record rather than in a third-party dashboard.

Can we migrate from Clio, MyCase, PracticePanther or Smokeball?

Yes. Matters, clients, tasks and time entries are loaded from your export with our import tools, and email history is imported per thread from Gmail. Your documents already live in Drive, so they do not move. Onboarding includes a guided migration.

Switching

Moving to TaskWrangler from Clio, MyCase, PracticePanther, Smokeball or spreadsheets

Firms on Google Workspace usually switch for one reason: the integration between their practice management system and Gmail, Calendar or Drive stopped being worth the trouble. Here is what a move looks like and what you keep.

What moves, and how

Matters, clients, tasks and time entries: Loaded from your current system's export with our import tools. We run the import with you during onboarding and review the result before go-live.
Documents: Nothing moves. If your files are already in Google Drive, matters are linked to the existing folders. If they are in a vendor's storage, you export them to Drive once and link.
Email: Gmail is the archive. Historical threads are imported to matters from the Gmail add-on, one thread at a time, with attachments filed to Drive and duplicates skipped.
Calendar: Remove the old sync first. Then TaskWrangler creates one deadline event per task due date on the assignee's Google Calendar and keeps it current.
Trust and accounting: Opening balances are entered as journal entries in an opening period. Your bookkeeper reconciles the first month against the bank statement in TaskWrangler before closing the old ledger.
Agreements: Your engagement letter and retainer templates become Google Docs with merge fields. Pre-signed agreements can be uploaded as signed copies.

What you keep

Gmail, Google Calendar, Drive, Docs, Sheets, Slides and Contacts, exactly as they are
Your Drive folder structure and sharing permissions
Your Google accounts and, if you use it, your Workspace two-step verification policy
LawPay for payments and your bank feeds through Plaid
Your existing engagement letters and retainer language

Ten questions to ask before you switch to anything

Is the Gmail integration a native Google Workspace add-on that appears in the message side panel, or a browser extension?
When I link an email, is the message content stored on the matter, or only a link to Gmail?
Where do attachments go, and what happens when the same attachment arrives twice?
If a task's due date changes, does the calendar event move, or does a second event appear?
Does calendar sync go through a third-party connector, and who is notified when it fails?
Are my documents copied into the vendor's storage, or do they stay in my Drive?
Does the vendor hold a key file or password for my Workspace domain?
Are Workspace integrations priced separately from the base plan?
Can the AI features read the documents in my Drive, and does it use my permissions or its own?
Does the AI write records automatically, or does a person accept each one?

A typical four-week move

Week 1

Sandbox firm, add-on install, Workspace admin grants calendar delegation, roles set up, templates converted to Google Docs.

Week 2

Import of matters, clients, tasks and open time from your export. Drive folders linked. Review with your staff.

Week 3

Opening accounting balances entered. Trust accounts reconciled to the bank. Client portal invitations drafted.

Week 4

Old calendar sync removed, go-live, first morning briefings for Counsel AI firms, and a check-in call.

Timelines vary with the size and quality of the export. We tell you before you sign if yours will take longer.