Case Study: Law Office of Wigg-Maxwell Esq. achieves 60% faster will creation and increased profitability with Clio Draft (Clio)

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Cut Will Creation Time by 60% with Clio Draft

Paul Wigg-Maxwell of the Law Office of Wigg-Maxwell Esq., a small 2–5 person trusts and estates practice in Chatham, NJ, was offering flat-fee wills to increase access to estate planning but found the manual, Word-based drafting process took about 10 hours per will. That time drain—and the routine errors from desktop publishing—meant he was losing money on each matter and needed a more efficient, reliable workflow.

By adopting Clio Draft, Paul turned his document repository into dynamic templates with single-entry client data, automatic clause toggles, and web-based editing. Will generation dropped from roughly 10 hours to about 4 hours (a 60% reduction), errors fell, documents can be exported to Word or sent for signature, and the practice moved from losing money to profitable, freeing him to serve more clients.


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Law Office of Wigg-Maxwell Esq.

Paul Wigg-Maxwell

Law Office of Wigg-Maxwell Esq.


Clio

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