Case Study: Yang Law Offices achieves streamlined billing and reduced AR with Clio

How Yang Law Made the Switch

Yang Law Offices, a California-based firm founded in 2016 with 11–50 staff handling business, family, civil litigation, and IP matters, struggled with an earlier practice management system that didn’t meet their needs—particularly invoicing and trust accounting. The previous vendor’s billing features were immature and ill-suited to Yang Law’s mix of fixed and hourly fee work, and although the firm was locked into a multi-year contract, the operational pain (including high invoice volume) made a change necessary.

In 2022 Yang Law migrated to Clio and found a more reliable, user-friendly platform with advanced billing, clear trust-balance visibility, fast customer support, and easy integrations like Zapier. The switch produced smoother invoicing, reduced AR and collection issues, fewer staff complaints, better reporting and case navigation, and renewed confidence in scaling revenue and client satisfaction.

Yang Law Offices

Elizabeth Yang

Founder and Owner