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‘The time savings are extraordinary’—why Reynolds and Associates switched to Clio

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CS Landing Page Header Reynolds and Associates

Reynolds and Associates

  • 2013

    Year Founded

  • Solo

    Number of Staff

  • 2022

    Started Using Clio

  • Holbrook, MA, USA

    Location

  • Flat Rate

    Hourly

    Fee Types

  • Civil Torts

    Small Claims

    State Criminal Work

    Trusts and Estates

    Practice Areas
“The time savings are extraordinary with Clio. The other software I was using before was working so poorly that it was going to require more time to use the software than it would to put it in Excel.”

Impact of Using Clio

After implementing Clio at his practice, Sean is able to run his practice more efficiently.

  • Icons Customer Story Icon Payments

    Increased collections

  • Icons Customer Story Icon Time

    Decreased time spent on administrative tasks

  • Icons Customer Story Icon Client

    Increased efficiencies result in better client service

Biggest Challenge They Were Looking to Solve:

How Clio Solved It:

When it came to law practice management software, attorney Sean Reynolds was frustrated. Since opening his own law office, he had tried out a couple of popular legal software options, but—even after trying to stick it out with one for three years—nothing lived up to his expectations. From outmoded payment styles to tons of software errors to constantly having to upgrade small issues, he wasn’t impressed.

Sean wanted a modern, user-friendly software solution that could save him time, make his workflows more efficient, and offer helpful customer support. Fortunately, when he started using Clio in 2022, that’s exactly what Sean found.

Biggest Challenge They Were Looking to Solve:

When it came to law practice management software, attorney Sean Reynolds was frustrated. Since opening his own law office, he had tried out a couple of popular legal software options, but—even after trying to stick it out with one for three years—nothing lived up to his expectations. From outmoded payment styles to tons of software errors to constantly having to upgrade small issues, he wasn’t impressed.

How Clio Solved It:

Sean wanted a modern, user-friendly software solution that could save him time, make his workflows more efficient, and offer helpful customer support. Fortunately, when he started using Clio in 2022, that’s exactly what Sean found.

Clio Products Used

Clio Manage – Cloud-based legal practice management software that lets you run your firm, organize cases, and collaborate with clients from one place. Learn more.

Top Reasons Why He Chose Clio

– Simple billing system makes it faster & easier to get paid

– Clio is customizable to the firm’s needs

– Easy time recording helps firms effectively track time

– Working on the go & added efficiencies help improve client service

How Clio Helped

Top 3 Ways Manage has Positively Impacted their Workflows

A simple billing system makes it easier to get paid

“My favorite part of Clio is the billing. You’re able to send out email reminders and invoices, take in money and store them in accounts, and apply that money. It’s a time saver. It’s really helped me.”

Beyond the administrative time savings, Clio’s billing system makes it easier for Sean to get paid, and get paid faster—especially in comparison to the legal software he used previously.

“With Clio, I’m getting paid. I’m able to stay in business, produce invoices, and get paid. I can have my assistant do it all. The system I was using before was so archaic. I couldn’t figure out their billing system. These other softwares are kind of a trap. But with Clio, you can actually get paid. You just hit the send now button. It’s the greatest thing in the world.”

Helpful customer support when it’s needed

When using other legal software in the past, Sean was frequently frustrated with customer support that either couldn’t deliver on promises or simply didn’t know how their products really worked.

With Clio, however, his experience has been the opposite: “Support with Clio is exceptional.”

“Once you’re using Clio, the chat is excellent. Clio’s chat is the best way to go, as it’s faster than calling in, but calling is also helpful.”

A system that’s customizable to your firm’s needs

For Sean, time efficiency is crucial. “I’ve got five-to-seven hours of time that I can dedicate towards doing different things throughout my work day. Where Clio really helps is enabling lawyers to use time more effectively.”

Using Clio, Sean can work more efficiently and customize his workflows in the ways that work best for him and his assistant.

“With Clio, I can have it adapt to my abilities. I also measure it by my assistant’s abilities. That right there, you can’t put a price on that. We can both see it. We can write notes to each other. We can assign it differently. It is a time saving, and it’s significant. Where it will really help attorneys is using time more effectively. It allows me to do that without having to yell at the software screen.”

Easy time recording so no time goes untracked

Clio Manage’s easy time-tracking features make it simple for Sean to record his time—which means he doesn’t end up doing work pro bono by accident.

“There are a lot of attorneys that end up doing stuff pro bono because they’re not able to track their time effectively. In Clio, you can record the time and give a discount, but it’ll show up on that bill. You can highlight that you’ve given away your time.”

Other Benefits of Clio

A easy-to-learn, user-friendly experience with Clio

After frustrating experiences with other software, Sean appreciates Clio’s user-friendly interface—which he’s been able to easily train his assistant on how to use.

“Another important evaluation when considering software is, ‘Can I train my assistant on how to use it?’ Clio itself is very easy to convey and learn. With other softwares, it was not doable.”

Working on the go is simple with Clio’s mobile app

When he’s not at the office, Sean can still access what he needs in Clio on the Clio mobile app.

“The app has been the lifesaver of Clio. I can easily find stuff and look at my documents. It’s also great that you can scan documents into Clio and they stay underneath the matter. Clio allows the majority of functions to work on the app, that’s really the key to success to it. You could be caught off guard, get a call and you can adjust the bill or put time in.”

More efficiency means it’s easier to help more people

Sean’s clients appreciate the added speed and efficiency that Clio brings to his practice.

“I can pull things up quickly without running to a file cabinet, and email and text make it easier to communicate with clients quickly. I tell my client, if I can handle your issue through text or email, it’s going to be cheaper for you.”

Ultimately, when Sean saves time using Clio, he’s able to serve more clients.

“I’m able to do what I like—trying to help as many people as possible.”

What’s next

Now that Sean has made the switch, he offers the following advice to other firms considering adopting Clio:

“If you have a personality where things have to be right, then Clio is the software for you. If you’re the person who has difficulty keeping things straight, then Clio is the software for you. It’s really worth your time,” he says.

“There’s no replacement for Clio in terms of opening a law firm.”

Interested in learning more about what Clio can do for your firm?

Book a Demo Today