Case Study: Gershburg Law, P.C. achieves 20% revenue growth and 60% faster client onboarding with Clio

Making it in the Big City with Clio

Gershburg Law P.C. is a solo New York City firm led by Daniel Gershburg that handles transactional real estate and bankruptcy matters. Managing more than 30 active clients at once left him juggling paperwork, escrow and billing records, repetitive tasks, and risky trust-account reconciliations that could jeopardize his license without a reliable practice-management system.

Daniel made Clio the firm’s central hub and connected it to Lexicata, Zapier, Dropbox, Trello, TrustBooks, and Clio Connect to automate intake, billing, file storage, task lists, and trust accounting. The changes let him take on 5–8 more files per month, increase revenue by about 20%, onboard clients 60% faster, speed collections by roughly 80%, and gain consistent visibility and peace of mind over billing and escrow accounts.

Gershburg Law, P.C.

Daniel Gershburg

Gershburg Law, P.C.