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How this NZ Barrister seamlessly transitioned to Clio

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PJM Osborne Barrister

  • 2023

    Year Founded

  • Solo

    Number of Staff

  • 2023

    Started Using Clio

  • Auckland Central, Auckland, New Zealand

    Location

  • Legal Aid

    Fee Types

  • Criminal

    Parole

    Practice Areas

When Philip Osborne opened his own solo law firm in criminal defence and parole law, managing costs was a top priority when selecting a legal practice management software. After using Actionstep for a number of years at his previous company, Phillip found its fee increase prohibitive, particularly for a small firm like his. The price increase left little room for flexibility, forcing him to seek an alternative that could deliver seamless and robust functionality without breaking the bank.

Clio’s affordable, intuitive platform

In May 2023, Philip discovered Clio. Drawn to its competitive pricing and user-friendliness, Clio stood out as the clear winner amongst its competitors. Clio ensured no disruption to his firm’s workflows while maintaining the core functionalities crucial to his practice:

  • Time recording
  • Cloud-based document management
  • Email integration with Outlook for chaining correspondence to client files
“Clio was easy and intuitive to use after switching from Actionstep.”

Effortless transition, enhanced value

Switching to Clio was a straightforward process. Despite initial concerns about leaving a familiar platform, Philip quickly adapted to Clio’s intuitive interface. Clio’s simplicity and affordability allowed his firm to redirect resources to substantive legal work and future growth.

Key benefits included:

  • No Workflow Disruption: The change was smooth, with no negative impact on day-to-day operations.
  • Ease of Use: Clio’s intuitive design required minimal onboarding, even for a long-term user of a competing system.
  • Scalability: While currently focused on core functionalities, Clio offers great potential for expanded use as the firm grows.
“Clio has the same, if not better, functionality than Actionstep for a more affordable price.”

Top 3 ways Clio Manage has improved workflows

    1. Time efficiency: Clio’s time-recording tools integrate seamlessly into Philip’s daily routine.
    2. Document organisation: Clio’s cloud-based document management system ensures files are securely stored and easily accessible.
    3. Email integration: The Outlook plug-in streamlines communication by linking emails directly to client files.
“The document management system in Clio is very helpful because I can keep all my things on the cloud in one spot.”

Looking Ahead

For now, Philip values Clio as a dependable, headache-free solution that meets his immediate needs. In the future, Phillip sees significant potential for leveraging Clio’s additional features as the firm expands. By providing a cost-effective, scalable platform, Clio has positioned itself as a trusted partner for both current operations and future ambitions.

 

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