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Case Study: Sarah E. Wilson Law Firm, PLC achieves faster client intake and streamlined case work with Clio
A Clio Case Study
‘Get to the Actual Case Work’ by Automating Routine Work
Sarah E. Wilson Law Firm, PLC is a solo practice in Iowa (founded 2021) focused on Assisted Reproductive Technology and Adoption. Moving from a large firm, Sarah faced a heavy administrative burden and a high-volume, fast-turnaround caseload that required rapid client intake, document preparation, and billing—she needed one overarching system to eliminate manual work and reduce errors.
By adopting Clio (Grow, Manage, Draft) she automated intake forms and engagement letters, pushed client data into matter files, bulk-populated multi-document sets, and integrated tools like ScanSnap, Outlook, and QuickBooks. The result: intake and engagement letters are generated immediately (saving about 30–60 minutes per matter), document drafting that once took hours is completed in minutes, invoices go out the same day with faster payments and lower A/R, and a single cloud hub keeps cases organized and scalable.
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Sarah E. Wilson Law Firm, PLC
Sarah E. Wilson
Sarah E. Wilson Law Firm, PLC