Clio
84 Case Studies
A Clio Case Study
Andrew Legrand, a solo small‑business attorney in New Orleans and founder of Spera Law Group, launched his practice after the 2008 downturn with minimal resources and no support staff. Faced with the need to manage matters, billing, trust accounting and document tracking efficiently, he sought a single, scalable system to automate routine tasks and keep overheads low.
He chose Clio as a secure, cloud‑based hub and connected it to integrations and Zapier (Google Apps, Xero, Evernote, Asana) to automate intake, timekeeping, billing, document management and accounting. The result: a streamlined, consistent workflow that reduced errors, eliminated the need for a bookkeeper, increased productivity and income, and allowed him to grow a flexible, automated practice without additional staff.
Andrew Legrand
Attorney and Founder