Clio
84 Case Studies
A Clio Case Study
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.
Paul Wigg-Maxwell
Law Office of Wigg-Maxwell Esq.