Case Study: BOAG Law achieves seamless cloud-based practice management and remote collaboration with Clio

‘I’d Rather Go with the Top Dog in the Space’—How Clio Compares

Boag Law, a New York-based intellectual property boutique founded in 2014 by David A. Boag, is a small distributed firm (2–5 staff) that moved to Clio in 2022 after outgrowing a partially cloud-based practice management tool. The previous system couldn’t be installed on Macs, hindered remote staff access, and forced workarounds—so the firm sought an all-in-one, device-independent solution that would reliably centralize client and matter data.

Clio’s fully cloud-based, highly customizable platform became the firm’s operational backbone: it consolidated client records, streamlined invoicing and follow-ups, enabled seamless remote collaboration, and integrated with other systems. The transition was quick and painless thanks to straightforward data migration and onboarding, and the result is calmer, more organized workflows, stronger client relationships, and a scalable foundation to support the firm’s ongoing growth.

BOAG Law

David A Boag

Founder and Managing Principal