Clio
84 Case Studies
A Clio Case Study
Guest & Gray Criminal Defense Lawyers is a six-attorney Dallas firm led by managing partner Robert Guest, who faced the challenge of moving away from paper-based workflows while managing a couple hundred active matters, maintaining client confidentiality, and avoiding missed deadlines that can lead to malpractice. The firm needed a way to stay organized, collaborate remotely, and give attorneys the flexibility to work from court, home, or anywhere without losing oversight.
By centering a simple tech stack around Clio and smartphone integrations, Robert and his team handle onboarding, case management, billing, payments, and team collaboration entirely on mobile. The result: the firm operates as a virtual practice (Robert works from home about 80% of the time and often goes to court with only his phone), fewer missed matters, stronger data security, improved productivity, and scalable service delivery for clients and staff.
Robert Guest
Criminal Defense Attorney