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A Clio Case Study
Creedon PLLC is a B Corp–certified business and intellectual property law firm based in Frisco, Texas (founded 2017, 6–10 staff) that pairs legal work with a strong community mission—committing 5% of revenue and 5% of time to service through its One Future Initiative. The firm needed to grow and scale efficiently while serving clients worldwide, track pro bono and community commitments, simplify trust accounting and billing, and make remote onboarding and task management straightforward for a small, values-driven team.
By using Clio’s cloud-based platform and integrations (including Clio Payments), Creedon centralized case data, automated invoicing and trust reconciliation, streamlined client onboarding, and tracked time and financial metrics for its service commitments. The result: less administrative work, faster client payments (eCheck/credit card/QR), easier attorney onboarding, reliable reporting to support the One Future Initiative, and greater capacity to serve clients globally while continuing community-focused growth.
Creedon PLLC
James Creedon
Founder