Clio
84 Case Studies
A Clio Case Study
T. Burd Law Group is a solo law practice Tara Burd founded in San Diego in 2011 straight out of law school. Starting with low hourly rates and a small network of friends and family referrals during a weak hiring market, Tara faced unstable cash flow, variable workloads, and the constant challenge of marketing herself while keeping expenses minimal.
Tara made Clio one of her first business investments to track time, manage matters, monitor client funds, and run profitability reports, syncing it with QuickBooks Online and Google Calendar for seamless accounting and scheduling. That organization and visibility let her focus on marketing and relationship-building, scale more efficiently, work remotely when needed, and ultimately grow the practice to its first $1 million in annual revenue.
Tara R. Burd
T.Burd Law Group