Case Study: Roche Legal achieves a modern, organised, cloud-based practice with Clio

How Roche Legal Uses Clio to Bring Community-Oriented Practice to the Cloud

Rachel Roche founded Roche Legal in York to offer personable, modern private‑client services (wills, probate and estates, powers of attorney, and court of protection). After ten years in practice she left a partnership opportunity to set up a sole practitioner firm run from home using Dropbox and Xero; as her caseload and house calls grew she needed a secure, cloud-based system to organise files, access matters from any device, and accurately capture billable time.

She adopted Clio, whose cloud platform and integrations with Dropbox and Xero let her manage documents, track time on laptop, iPhone and iPad, and generate bills quickly. The result is a paperless, more efficient practice with faster billing and increased revenue, the ability to hire and support remote staff, and space to expand into larger premises while maintaining community-focused service.

Roche Legal

Rachel Roche

Founder and Solicitor