Built for Clio
Your Clio contacts have duplicates.
Let's fix that.
MERGEguard scans your Clio database, finds duplicate contacts, and merges them safely while preserving matters, billing history, and every note.
The problem
Every Clio firm has duplicate contacts.
It happens to everyone. A client gets entered twice with slightly different names. An assistant creates a new record instead of finding the old one. Over time, your contact list turns into a mess, and cleaning it up manually becomes a nightmare.
~15%
of contacts in an average Clio firm are duplicates
Hours
lost to manual deduplication every quarter
Until now
there hasn't been a safe, Clio-aware way to merge duplicates at scale. We built one.
Why it matters
Duplicates don't just look bad. They cause real problems.
Split matter history
Related matters spread across two contact records. Now nothing connects them.
Billing under the wrong contact
Time entries and invoices attributed to a record that shouldn't exist.
Conflict checks that miss things
If a client is in your system twice, a conflict search might only find one of them.
Client-facing embarrassment
Sending documents to the wrong address, or greeting a long-time client like a stranger.
The solution
Merging contacts in Clio is risky. MERGEguard makes it safe.
Merging contacts in Clio is risky. You can lose notes, orphan matters, and break billing. MERGEguard handles all of that for you, with a full preview before anything changes.
What happens when you merge with MERGEguard:
- All matters are reassigned to the surviving contact
- Notes and communications are preserved
- Phone numbers, addresses, and emails are merged intelligently
- A note is added to the surviving contact with the merged name(s)
- Unbilled time is flagged before you proceed. No surprises.
How it works
Connect. Scan. Review. Merge.
Connect your Clio account
Authorize MERGEguard via Clio's official OAuth flow. Read-only until you confirm a merge. Takes 30 seconds.
Run a scan
MERGEguard scans your contact list for duplicates by name, email, phone, and more. You'll get a quick summary explaining what it found.
Review each group
For every suspected duplicate group, you choose which contact to keep, which to merge, and which to skip. Unbilled time warnings surface automatically.
Confirm and merge
One click processes all your decisions. MERGEguard handles everything in the right order so nothing is lost.
The app
See what you're working with.
Every duplicate group is laid out clearly. You decide, we execute.
Why MERGEguard
Built differently from anything else you've tried.
Clio-native
Built exclusively for Clio. Not a generic CSV tool. We understand Clio's data model: matters, activities, custom fields, relationships.
Full preview, always
Nothing changes in Clio until you review every decision and confirm. You stay in control start to finish.
Scan summaries
Each scan includes a quick explanation of why contacts were grouped together. Less guessing. More confidence in each decision.
Billing-aware
If a contact has unbilled time on any of their matters, you'll know before you merge. Optional for flat fee firms.
Fast to set up
No onboarding calls. Just connect Clio and go.
Firm-level settings
Configure billing type and merge preferences once. MERGEguard adapts to how your firm actually works.
Safety & trust
We take "don't break client data" seriously.
Law firms rely on their data being accurate. Everything here is built around that.
OAuth-only access
We connect via Clio's official OAuth flow. Your Clio password is never entered or stored.
Confirmation required
Every merge requires explicit confirmation. No auto-merging, no background changes.
Full audit trail
Every scan and merge is logged. You can always see what was changed and when.
Skip anything
Not sure about a group? Mark it skip. You never have to merge something you're not confident about.
Being upfront
What MERGEguard doesn't do (yet).
MERGEguard is focused on doing one thing extremely well.
Merges are not undoable. Once it runs in Clio, it's permanent.
We only merge contacts, not matters. Related matters are reassigned, not deduplicated.
Only works with Clio. This is purpose-built for Clio.
The value
Clio contact cleanup that pays for itself.
Think about how much time your team spends hunting for client info that's split across two records, re-entering contact details, or correcting billing errors. MERGEguard gives you a way to clean things up and stay on top of it going forward.
Less admin
Fewer "which record is right?" questions from staff. One source of truth per client.
Better billing
All time entries under the right contact. No more hunting split billing history.
Cleaner conflicts
Conflict checks actually work when each client has exactly one record.
Your Clio database deserves to be clean.
Stop living with the mess. MERGEguard finds your duplicates, walks you through every decision, and handles the hard part.