How this Texas-based law firm builds businesses, communities, and more with Clio
Number of Staff
Started Using Clio
Frisco, Texas, USA
Creedon PLLC, a B Corp Certified business law and intellectual property firm headquartered in Frisco, Texas, is the recipient of the 2022 Reisman Community Champion Award, which celebrates firms who give back and improve their communities.
As a true trailblazer and community champion, it was our pleasure to award Creedon PLLC with the 2022 Reisman Community Champion Award—and to support them every step of the way.
James Creedon, the founder of Creedon PLLC, has always marched to the beat of his own drum—literally. From dropping out of high school to drumming in a punk band to riding freight trains across the country, he’s lived an unconventional life.
Later, as a New York City paramedic, James gained a first-hand understanding of the importance of service. After serving at Ground Zero on 9/11, he became committed to living a life with deeper meaning. This commitment and James’s interest in public service led him to law school.
Interestingly, James joined the military and became an army officer in law school—another unconventional move that ultimately fueled his interest in service work. After graduating law school and working in private practice, James decided to open his own law firm—one where he could live his vision of service by marrying service to his clients, community, and the planet.
Shaping communities, one business at a time
Creedon PLLC provides intellectual property and business services to clients worldwide. James thinks of Creedon PLLC as a “branding” firm, meaning they help businesses get started, grow and scale, and handle litigation when necessary. As James notes, “part of what we’re trying to do is build a road map for those companies. How do you grow and scale successfully so that you can bring in new talent and opportunities while protecting the business you’ve already developed?”
And, with Clio’s cloud-based software, Creedon PLLC’s attorneys help clients worldwide.
Baking service into the bones of the firm
When he started Creedon PLLC, James knew he needed to “bake the idea of service into the bones of the firm.” So, he made two commitments to his community: set aside 5 percent of the firm’s gross revenue for good works in the local community and 5 percent of the firm’s time for service projects and pro bono work. James calls this commitment the “One Future Initiative” and, through this program, Creedon PLLC has created massive change—and not just in their local community. They have also offset their carbon emissions for all employees—both at home and at work—and are a climate-positive workforce.
How Creedon PLLC tracks commitments, onboards, and more with Clio
James says that Clio “has been central to growing our firm. It makes us more efficient in one place from any laptop that any lawyer has.” He’s been with Clio since starting Creedon PLLC—here are just a few of the reasons why he intends to stick with our software.
Software that grows with you
James is particularly fond of the connection Clio offers. Using integrations, his phone system, trademark docketing system, and calendaring system integrate seamlessly into Clio. And, as his firm grows and scales—and even as clients’ needs change—he’ll always be able to find tools to help with Clio’s App Directory of over 200 integrations.
Payment options that work – and keep your financials up to date
James is particularly fond of Clio Payments, Clio Manage’s built-in payment processing software. With Clio Payments, Creedon PLLC can quickly and easily set up clients for payment (regardless of their payment method), allowing the firm to connect with clients quickly and get down to business.
Not only is Clio Payments wowing James and his team: it’s wowing clients, too. In addition to sending easy, seamless trust requests to clients by email, Creedon PLLC clients can pay online using eCheck or credit card through Clio Payments.
For Creedon PLLC, invoicing is a breeze. With Clio Payments, they can automate large parts of their invoicing, including invoice generation, review, and emails. What’s more, you can finalize multiple invoices at once. When the client receives their invoice, they’ll find a button or QR code they can use to pay immediately.
Easy, breezy onboarding for staff
As James notes, getting started with Clio was surprisingly easy. He appreciated the intuitive user experience Clio provided, along with the easy access to customer support via online chat, phone, or email. Not to mention, selecting Clio’s cloud-based software meant firm members could access Clio from any laptop or location.
New attorneys have taken note, too. James’s new staff members have consistently called Clio “the best platform that they’ve worked with.”
A central “to-do” list
It’s safe to say that Creedon PLLC has a lot on the go. Between their busy practice and One Future Initiative, keeping track of their tasks is easy with Clio. With Clio, Creedon PLLC can easily track their “to-dos” and many other aspects of business, which is indispensable when making service decisions. As James notes, “to make serving your community a priority, it has to go into the metrics you think about as a law firm”.
Making time for what’s important
Taking care of clients takes time—and that’s just the legal part! As every firm knows, client administration can take much time out of your day. That’s why James appreciates Clio’s automation capabilities and how they allow him to spend more time focusing on what matters most.
Clio software: setting firms up for success from day one
Still not convinced that Clio is right for you? Take it from James, who has recommended Clio to many colleagues and suggests starting with a free trial.
James thinks you’ll be hooked. After all, Clio helped set him up for success from day one.
Thanks for the glowing reviews, James! But enough about us. What does the future hold for James and Creedon PLLC?
Working towards a brighter future—with Clio
James’s vision for Creedon PLLC’s future involves thoughtful expansion. He anticipates hiring more attorneys and expanding to other states in the coming year.
What won’t be changing? James’s passion for building community and working towards a brighter future. And, with Clio on his side, he’s confident he’ll be able to stay the course when carrying out legal and charitable work.