Case Study: Silver Immigration saves 4 hours per client intake with Clio Grow

How Silver Immigration Saves 4 Hours Per Client Intake with Clio Grow

Silver Immigration is a Montréal-based immigration firm founded in 2019 with a small team that needed a scalable, low-stress way to manage multiple high‑stakes client matters from day one. Their biggest challenge was building efficient intake and case-management systems that would let them deliver timely, personable service without getting bogged down in paperwork and admin.

By using Clio Grow and Clio Manage (with Outlook and Xero integrations), the firm automated intake, converted leads to matters with one click, and used templates and task lists to streamline workflows. The result: at least 4 hours saved on data entry per client intake, a reduction in administrative work equivalent to a full‑time employee, faster onboarding, lower stress, and a smoother client experience.

Silver Immigration

Matthew Silver

Founder