Case Study: US Legal Groups achieves scalable multi-state growth with Clio

To Run a High Performing Law Firm, You Need Technology that Scales

US Legal Groups, led by David Crum, manages Colorado, Nebraska, and New Mexico Legal Groups with about 85 staff working across three states (many remotely). Starting from a greenfield, the firm needed a scalable, intuitive technology stack to centralize client data, streamline intake and billing, simplify document management, and speed up onboarding to support rapid multi-state growth.

The team implemented Clio as their single source of truth, integrating it with other systems to automate intake, fee agreements and payments, sync calendars, and provide mobile access and real-time dashboards. The result: faster onboarding, improved attorney productivity, consistent year-over-year revenue growth to an eight-figure business, 1,022 clients served last year, and measurable performance gains (including attorneys rising to top biller status after using Clio’s tools).

US Legal Groups

David Crum

ESQ, Attorney and CEO