Clio
84 Case Studies
A Clio Case Study
Burgeon Legal, founded in 2012 by Kelly Hayes and Elizabeth (Betsy) Spawn Stotler and headquartered in Pawleys Island, SC, is a boutique practice that represents national health‑care providers in complex Medicaid eligibility and recoupment matters. What began as a two‑person firm handling about 20 matters across three states quickly became a coordination and scalability challenge: as the firm expanded to roughly 40 staff (including 25 remote attorneys) they needed a way to manage many matters, billing, and staffing decisions across multiple states.
From day one Burgeon Legal relied on Clio for timekeeping and billing and has since expanded its use to calendaring, contacts, communications (via CaseMail), and robust reporting. Centralizing historical data in Clio lets the firm produce weekly reports by attorney, state, partner, paralegal, and client to guide case acceptance, assignments, and hiring—helping the practice grow to 500+ matters in nearly 30 states and increase revenue by more than 500%.
Kelly Hayes
Founder