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How this Singapore law firm streamlined operations with Clio

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Fortress Law

  • 2023

    Year Founded

  • 6-10

    Number of Staff

  • 2023

    Started Using Clio

  • Singapore

    Location

  • Fixed Fee

    Hourly

    Fee Types

  • Business and Compliance

    Civil

    Criminal

    Insolvency and Restructuring

    Practice Areas

When Fortress Law Corporation was founded in 2023, the team knew they needed a practice management solution that would seamlessly integrate with their existing software while being intuitive and easy to use.

Specialising in civil litigation, criminal defence, business and compliance, and insolvency and restructuring, the firm’s Directors Mark Yeo, James Ow Yong and Trent Ng required a solution that could support its growing workload while reducing administrative burdens. 

“Through Clio we have been able to focus our energy on work that really matters; the legal work – without being distracted with administrative tasks.”

Challenge: Finding an Intuitive and Integrated Practice Management Solution

At their previous firm, the practice management system they used was sufficiently frustrating and forced them to look for alternatives when starting their own firm. That’s when they discovered Clio! They appreciated how Clio’s seamless integration with OneDrive enabled them to leverage cloud storage and the collaborative features of Microsoft 365. Additionally, the integration with Microsoft Outlook simplifies email management, making it effortless to file emails directly into Clio.

The firm found the adoption of Clio from their staff to be very easy and intuitive, not taking much for them to get on-board quite quickly.  

“We found that in terms of Integrations, there was none (PMS) better than Clio”!

Impact of Using Clio

With Clio, Fortress Law has significantly reduced its reliance on administrative support. The team can now effortlessly:

  • Record time and expenses
  • Generate invoices with a single click
  • Record payments and reconcile bank accounts

This has led to increased efficiency, accuracy, and compliance in financial management.

“Using Clio has allowed us to reduce our reliance on administrative support, and allows us to easily and seamlessly record time and expenses, generate invoices at a click of a button, record payments, and reconcile bank accounts all on one intuitive platform.”

Top 3 Ways Clio Has Improved Fortress Law’s Workflow

  1. Effortless Document Automation
    Automated templated documents enable quick and easy file creation, including Letters of Engagement and Trust Requests.
  2. Integrated Financial Management
    Clio’s accounting module, integrated with Xero, ensures compliance with legal financial regulations while offering a clear picture of the firm’s financial health.
  3. Remote Accessibility
    As a web-based platform, Clio allows staff to work from anywhere, ensuring flexibility and continuity in legal operations.
“Clio is a simple-to-use web-based platform that can be accessed anywhere, allowing for our staff to work remotely where necessary.”

By adopting Clio, Fortress Law has transformed its operations, enhancing efficiency, compliance, and overall firm management. Fortress Law’s advice for other Singapore firms looking to use practice management software?

“For law firms in Singapore thinking of using Clio – don’t think to much about it; dive straight into it – you won’t regret it!”

Interested in learning more about what Clio can do for your firm?

See exactly how Clio can help your firm by scheduling a personalised product walkthrough with one of our Clio experts.

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