Case Study
Law Firm Technology Stack Consolidation
Mid-size litigation and business law firm
The Problem
Attorneys were using 14 different tools with no integration, leading to data silos, duplicated effort, and missing information.
The Mess
Document management in three places, client intake in spreadsheets, time tracking on paper, billing in one system, conflicts checks manual.
What We Fixed
- Consolidated to a core stack of 5 integrated tools
- Implemented Clio as the practice management hub
- Built automated workflows for intake, conflicts, and billing
- Created dashboards for partner-level visibility into matters
The Outcome
Administrative time dropped 40%, billing went out same-week instead of next-month, and partners finally had real-time matter profitability.
Results at a Glance
14 → 5
Tools Reduced
30+ days → 5 days
Billing Cycle
40%
Admin Time Reduction
"We went from chasing down information to having it automatically. The partners can actually see which matters are profitable and which are not."
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