Clio
84 Case Studies
A Clio Case Study
Taylor & Blair LLP, a British Columbia firm handling personal injury, employment, and health matters, was hamstrung by legacy, server-based practice software that ran slowly, mishandled hourly billing, didn’t integrate with modern tools, and offered unresponsive support—making remote work and day-to-day productivity difficult for a team that values work–life balance.
After migrating to Clio with the help of Clio’s migration specialists, onboarding was smooth and staff found the system intuitive. Features like Global Search, a mobile app, and integrated text messaging — plus responsive support — sped up document access, improved client communications, and enabled reliable remote work, leaving the firm better positioned to operate paperlessly and grow.
David A. Goldberg
Partner