‘It Pays for Itself by 9 AM:’ Why Williams and Hamilton loves Clio Work
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Williams and Hamilton
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1998
Year Founded
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Solo
Number of Staff
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2016
Started Using Clio
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Los Angeles, CA, USA
Location
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Flat Fee
Fee Types
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Estate Planning
Probate
Trust
Practice Areas
Impact of using Clio
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Enabled a seamless, remote-friendly practice across two coasts.
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Improved document creation time from hours to seconds.
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Took billing from a multi-week process to something completed instantly.
Melissa Hamilton, Attorney, Williams and Hamilton
As Melissa Hamilton talked about how Clio frees up her day and makes running her firm possible, her mind drifted to the dentist’s office. A solo practitioner is used to tackling many different roles. But, Melissa compared it to being a receptionist, hygienist, and dentist all at the same time. At this point in her career, she “just wants to be the dentist,” which in a legal context translates to just being the lawyer. So, how is she able to focus on that facet of her practice, the part of her day that brings her the most joy and her clients the most value?
The answer is Clio. Clio connects the business of law and the practice of law so lawyers can focus on actually lawyering. At the center of that is Clio Work. It connects your matters with the world’s largest global law library to deliver cited research, analysis, and case strategy you can trust and features AI built for how lawyers like Melissa actually work.
How Clio helped
Pulled in many directions → Freedom to focus on clients
While Melissa has three decades of legal experience, she has been a technology optimist for even longer. Despite her tech-positive roots, she found that, as a solo practitioner, the modern legal practice often meant getting bogged down in the minutiae of tasks like data entry, reformatting documents, and tracking scattered information. She needed a solution that would allow her to focus on her expertise and her clients rather than administrative drudgery.
Fragmented information → One centralized source of truth
Melissa was naturally drawn to legal technology and first turned to Clio to solve a familiar pain point: billing. What once took weeks now took about 20 seconds. But billing was only the starting point. The real impact came when Melissa replaced a patchwork of disconnected tools with the full Clio platform.
Before Clio, Melissa had “a million pieces of information all over,” and keeping track of it all was mentally draining. As a solo practitioner juggling multiple roles, that constant context-switching took a toll. By making Clio the hub for every client interaction, she can now capture notes, time, and tasks as they happen. With everything connected, her work flows naturally and she no longer worries about important details falling through the cracks.
Discover how you can “live in Clio” too
Jumping between systems → Everything in one matter-aware hub
In line with Melissa’s passion for bleeding-edge tech, she became an avid user of leading legal AI, Vincent. But she wished she didn’t have to leave Clio, where all her matters already lived, to use it. Her wishes were answered when Clio introduced Clio Work, which features Vincent as its AI research and document analysis assistant.
It’s also where Vincent becomes transformative. When embedded in Clio, Vincent’s research engine is connected to your live matters. This delivers matter-aware research, analysis, and case strategy lawyers like Melissa can rely on. She called the combo of Clio and legal AI “a dream come true.” In reality, it has led to major efficiency wins as Melissa no longer has to leave Clio to get the answers she needs.
Accelerate your legal analysis with Clio Work
Growth without the growing pains → The “force multiplier” effect
For many solo practitioners, growth feels limited by time and capacity. Melissa found a different approach. By relying on Clio Work to absorb the most time-consuming parts of her day, she was able to take on more work without taking on more risk.
“It’s leveling the playing field,” Melissa says. “Clio Work acts as a force multiplier. It takes the tedious parts off my plate and lets me focus where I add the most value.”
Supercharge your legal work with Clio Work
Hours of typing → Seconds of prompting
Estate planning often involves tedious document creation, such as typing out complex legal descriptions for deeds. It’s a task Melissa described as “monotonous” and prone to consuming hours of her time. Now, Clio Work takes on the heavy lift of research, analysis, and early drafting so she can focus on billable client work. What used to cause Melissa hours of frustration now takes seconds.
See how Clio Work brings research, drafting, and analysis together
From the “I’ll do it later” trap → To done in minutes
For two years, Melissa avoided document templates. Even though her case data already lived in Clio, the idea of manually tagging and structuring a new process felt daunting and time-consuming. The turning point came when she hired a new team member. Wanting to be fully prepared for onboarding, Melissa finally sat down to build her first template. She hit “start” on a stopwatch, ready to time the process. The clock stopped at 11 minutes. “I can’t believe I put this off for two years and it only took me 11 minutes,” Melissa recalls.
Add Clio Draft to complete your workflow
Additional benefits to using Clio
Legal AI without the learning curve
Despite the advanced capabilities of AI, Melissa found the transition incredibly smooth. Unlike complex templates that took her years to adopt, she started using Clio Work immediately by simply asking questions in plain English. She describes the ease of use as a major factor in her ability to adopt the technology quickly and see immediate ROI. Plus, you don’t even need to be as tech-savvy as Melissa. She shared that if you can use ChatGPT to find a restaurant or even Googled anything before, you’re ready to properly prompt Clio Work.
Make good use of matter-aware AI
Seamless remote work
Melissa splits her time between California and Maine. Clio’s cloud-based platform allows her to access all her files, client data, and billing from anywhere. For Melissa, this means she can deliver the best possible client experience no matter where she is.
Read more about Clio’s cloud-based case management
Products used by Williams and Hamilton
Clio Manage
Cloud-based legal practice management software that lets you run your firm, organize cases, and collaborate with clients from one place. Learn more.
Clio Grow
Clio Draft
Clio Work
Clio Payments
Make it easy for your clients to pay their bills, anytime, anywhere. Our built-in online and in-person payment processing solution gets lawyers paid faster—improving your collection rates and firm efficiency. Learn more.