Clio
84 Case Studies
A Clio Case Study
Forte Law Group LLC is a small Shelton, Connecticut firm (founded 2017) that advocates for the educational rights of children with disabilities. With a lean team, the firm struggled to scale while managing heavy document intake, client communications, calendaring, billing, and reporting needed for complex special-education cases.
By adopting the full Clio suite (Manage, Grow, Payments, Scheduler, Clio for Clients) plus integrations like Office 365, Nota, and Dialpad, Forte automated intake, document management, billing, and client messaging. The result: faster payments, streamlined intake and workflows, stronger client communication, data-driven decision making—and roughly 5x the growth the firm had anticipated, allowing it to serve many more families effectively.
Jeff Forte
Founding Attorney and Owner