Clio
84 Case Studies
A Clio Case Study
McBean Law is a New York–based immigration firm founded in 2016 that grew from a solo practice to a 20-person team serving clients worldwide. After going virtual in 2020 and seeing new case volume spike 300% in a year, the firm found its previous practice management tools couldn’t keep up—workflows were disjointed and intake, communications, documents, and payments were scattered across systems.
Switching to Clio in 2021 centralized the firm’s workflows—lead tracking, client communications, secure client portal, document management, and automated billing—into a single dashboard, freeing time for client work and marketing. As a result, McBean Law improved conversion tracking and profitability analysis, strengthened cash flow through better invoicing and payments, and more than doubled revenue (109% increase) while opening 103% more matters.
McBean Law
LaToya McBean Pompy
Founder and Attorney