How Patricia’s Law Firm Makes $30,000-50,000 More per Month With Clio Complete

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Patricia Rodriguez

Rodriguez Law Group, Inc.

  • 2010

    Year Founded
  • 11-50

    Number of Staff
  • 2017

    Started Using Clio
  • California, USA

  • Flat Fee

    Fee Types
  • Civil Litigation

    Criminal Defence


    Practice Areas

From spreadsheets to Clio Complete — how Rodriguez Law Group, Inc. courts clients and cuts costs with Clio

When Patricia Rodriguez opened Rodriguez Law Group, Inc. (then the Law Offices of Patricia Rodriguez) in 2010, she was, as she says, “old school”. For years, Patricia devoted time daily to manually inputting tasks into Google Sheets and dividing them amongst her staff. It was incredibly time-consuming, and she needed more staff to cover the more valuable work she could have been doing herself. Something had to change.

Patricia decided to look for solutions designed specifically for legal practice, beginning with another practice management program. But when she moved to Clio Complete, leveraging both Clio Manage and Clio Grow, the real magic happened.

“Clio continuously keeps us bringing in $30,000 to $50,000 more each month. We wouldn’t see that if we went back to the old ways.”

So, how did Patricia get here? Read on to learn more about what Clio has done for Patricia and Rodriguez Law Group, Inc.

How Clio supports Patricia and her clients

1. Instant access to the information attorneys (and clients) need

Patricia switched to Clio to leverage Clio Grow’s client intake features. For her, case management software wasn’t enough, which was why she opted for Clio Complete.

“We wanted something that we could use as a CRM for our leads. We screen anywhere from 200 to 300 leads a month. So without that client intake system in place, it’s just too labor intensive.”

Though Clio isn’t the first platform Patricia tried out, she can’t see herself going to another platform. She loves Clio’s wealth of features and the ease with which she can access client information—“it’s all right there in the dashboard of the matter.” Not only that, but customizable matter fields mean that Patricia can choose to see the information that she wants to see on her dashboard. From there, she can easily share it with other stakeholders—“I can copy and paste that to an email … without formatting and, boom, now I have my case update for my client.”

“I really have fallen in love with Clio on so many levels. I want to use every feature. The best part is when you find a feature that really works for your practice—one that could save me 16 hours a month. That’s a lot of time back in my day!”

The best part? With Clio Complete, Patricia gets access to everything Clio has to offer.

2. Countless integrations for customizing your practice

With over 200+ integrations, Patricia has barely scratched the surface of what Clio’s third-party integrations have to offer. She notes that the eSignature integration, for one, is “incredibly critical,” and she uses the Smith AI integration (a virtual receptionist platform) as part of her intake strategy.

“Once a prospective client comes through Smith AI, their information auto populates in Clio Grow From there, you can convert it from Clio Grow to Clio Manage with a click of a button. It streamlined client intake for us when we made that transition.”

(Worried about converting information from Clio Grow to Clio Manage? Don’t be. With Clio Complete, everyone at your firm gets access to both products.)

3. More than a platform—a relationship

Patricia found that her previous practice management program was “a platform, and that was the extent of the relationship.” Working with Clio has shown Patricia the benefits of working with a practice management provider that is invested in its customers.

“I just love the experience of working with Clio. I mean, even just taking the time to interview me today. That’s not something you’re going to get from other vendors.”

4. Putting your best foot forward with new clients

It pays to be transparent with your clients — literally. With Clio, Patricia sends new clients a welcome kit that provides them with a breakdown of relevant information for their file. It includes the names and contact information of staff working on their file and a list from Clio Manage of all the tasks that Rodriguez Law Group, Inc. is working on for them.

“We give our clients a list from Clio Manage of all of the things that we are currently working on. That’s the work product that our clients get to physically see, touch, and hold. We don’t just say, ‘Oh, yeah, we’re working on it. We’ll get back to you when we have some updates.’ People want to know what we’re actually doing for them.”

As it turns out, being transparent in the early stages of a file has paid off—while Rodriguez Law Group, Inc. would receive refund requests here and there during the early stages of a file pre-Clio, her welcome kit system has dropped refund requests to “almost nil”.

“It makes such a huge difference. We went from having routine refund requests to almost nil. It rarely ever happens now.”

5. Exponential revenue growth while cutting costs

Patricia estimates that using Clio has increased her revenue by between $30,000-50,000 per month! Not only is she bringing in more clients with Clio Grow’s efficient intake system, but she’s also saving on expenses through the power of automation. In particular, Clio has helped Patricia save on staffing costs by streamlining many of her firm’s day-to-day operations.

By opting for Clio Complete, Patricia gets both Clio Grow and Clio Manage—allowing her to automate even more of her daily tasks at a discounted price.

What the future holds for Rodriguez Law Group, Inc.

For Patricia, “bigger is not always better.” Her vision for Rodriguez Law Group, Inc. — which she affectionately refers to as her “twelve-year-old child” — is continuing to bring in clients while keeping expenses down with Clio.

It’s not all about the money for Patricia, though. She loves helping her clients and, in particular, sees herself as a “modern day Robin Hood” for her foreclosure defense clients, many of whom she has saved from losing their houses. By providing an excellent client intake and client management experience, Clio allows Rodriguez Law Group, Inc. to put its best foot forward for both prospective and long-term clients — “I love my clients and practice. This program and technology helps my twelve-year-old be the best version of itself that it can be.”

“In this day and age, you can’t exist without a case management system. All your competitors are using the benefit of a case management system and the majority of us are using the state-of-the-art, top-of-the-line Clio brand because it’s #1 in the industry…For good reason!”

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

Book a Demo Today