How Buxton & Collie LLC saves $70k every year with Clio
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Buxton & Collie LLC
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2010
Year Founded
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12
Number of Staff
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2010
Started Using Clio
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Mount Pleasant, SC, USA
Location
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Hourly
Fee Types
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Business Sales and Purchases
Corporate Governance and Business Planning
Private Equity
Real Estate
Practice Areas
Impact of using Clio
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Transformed from solo firm to 12 employees
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Cut annual expenses by $70K
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Reduced invoicing time by 80%+
Jim Buxton, Founder at Buxton & Collie, LLC
Buxton & Collie specialize in business law, helping individuals and businesses navigate the legal issues faced by business owners. Jim started the firm in 2010 with his wife Courtney, who manages the firm, and they were one of Clio’s first customers. Using Clio meant Jim could be in business right away—on top of that he was able to save $30k from not having to buy a server.
At first they needed just the simple functions to onboard a client, track billable time, and send invoices. As Buxton & Collie grew and added more attorneys, so did Clio and its product line. Now Jim and Courtney also use Clio Grow to build intake efficiencies and an evergreen flow of the right clientbase without the need to hire someone to handle intake—this alone saves them $40k a year.
How Clio helped
From simple case management to large-scale efficiencies
“We’ve used Clio to build margins of efficiency to accomplish more in less time. When managing a deal, we track everything through Clio Grow where we’ve created templates with e-signature so we can easily send, view, and track documents. We can monitor who has signed, send reminders, and maintain a smooth transaction pace for large deals that might otherwise be overwhelming. And we can add anyone into that process and do it from anywhere in the world.”
Read about document templates in Clio Grow
From solo practice to thriving firm with a growing clientbase
“Clio has helped us grow with the type of clients we want to serve. We’ve developed long-term relationships with our clients, and often serve them as a general outside counsel, and often do higher-end transactions with large corporations. All this can be demanding. But a client can still talk to Jim without going through multiple associates, and our attorneys can operate from anywhere and have a true work-life balance. If the technology wasn’t good, I don’t think we would be able to achieve this.”
Learn how Clio Grow can help scale your firm
From time-consuming intake to a streamlined custom intake process
“Clio Grow helps us maintain an evergreen flow of relevant clients, ensuring a healthy practice. We now have a streamlined, customized intake process, allowing us to quickly move potential clients from Grow to Manage, and eliminating the need for an intake person. We track where leads come from, and assess compatibility with our practice area using intake forms, before scheduling an attorney call. This technology is crucial to keep our intake process efficient.”
Read about client intake in Clio Grow
Additional benefits to using Clio
Ability to work from anywhere and maintain true work-life balance
With Clio, the firm’s employees can login and work from anywhere, so they could be community lawyers without making sacrifices. The technology allows lawyers to do school pick-ups, referee kids’ football games, or go on trips to other countries and still connect to Clio when they need to. Jim feels, “Clio has disrupted chaos in order to be efficient.”
Read more about Clio’s e-signature software
Using e-signatures for large corporate transactions
Jim can use Clio Grow features like e-signatures to send out important notices to a large number of stakeholders in a corporation.
Read more about Clio’s e-signature software
Quick and seamless invoicing with Clio Payments
The firm has streamlined the invoicing process, reduced invoicing time from one week to just one day. They generate and send invoices through Clio Manage with the payment links embedded in the communication, allowing seamless acceptance of credit card and eCheck payments.
Read more about Clio Payments
Products used by Buxton & Collie, LLC
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
Client intake software that organizes and automates your system for incoming clients. Learn more.
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.