Case Study: Morgan & Cumbas achieves 2,000% client growth and a mobile, client-centered practice with Clio

How Morgan & Cumbas Built a Practice Centered on Their Clients

Morgan & Cumbas is a San Antonio immigration and criminal defense firm founded in 2016 by Michael A. Morgan and José J. Cumbas. With only a laptop, a phone, and limited capital, they faced the challenge of scaling a highly personal practice—taking thousands of consultations, traveling frequently to meet clients, and maintaining detailed, accessible records while building a reputation by word of mouth.

They adopted Clio early to centralize case files, enable mobile access, and use task management so any staffer can pick up a case seamlessly. Combined with a policy of free initial evaluations and hands‑on client care, the approach helped grow their client base by over 2,000% in two years, earned them recognition as a leading local immigration firm, and strengthened client trust and family reunifications.

Morgan & Cumbas

José J. Cumbas

Morgan & Cumbas