How Spetsas Buist PLLC doubled—and spends 50% less time managing records—with Clio

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CS Landing Page Header Spetsas Buist PLLC

Spetsas Buist PLLC

  • 2022

    Year Founded
  • 2-5

    Number of Staff
  • 2021

    Started Using Clio
  • Orlando, FL, USA

    Location
  • Contingency

    Fee Types
  • Personal Injury

    Wrongful Death

    Practice Areas
“We were managing 200 cases with three of us for a while. You just can’t do that without something like Clio to keep everything in one place.”

Impact of Using Clio

Implementing Clio from the start and, more recently, also using Clio's Personal Injury Add-On, Spetsas Buist PLLC works efficiently and flexibly within the complex realm of personal injury law.

  • Decrease time spent managing medical bills and records for cases by 50%

  • Decrease time spent on closing statements by 30%

  • Doubled the size of the firm in 2 years

Biggest Challenge They Were Looking to Solve:

How Clio Solved It:

In the business of personal injury law, organization and order are crucial. But, with so many medical records and bills to manage, it can be challenging to keep track of everything efficiently. So, when Orlando personal injury firm Spetsas Buist PLLC formed in 2022, attorney Charles Buist knew that the firm needed a tech-forward solution.

“We jumped in with Clio at really the earliest possible point. We didn’t use anybody else. We always knew we were going to use Clio because I was watching how tech-forward Clio was. We always wanted to start a firm focused on adopting new technology, and I always thought that Clio seemed to be leading on that factor.”

With Clio Grow for client intake and Clio Manage to support the firm’s legal practice management, Spetsas Buist saves time, stays organized, and works efficiently—allowing the firm to double in size in just two years.

Recently, the firm also started using Clio’s Personal Injury Add-On, which has already showcased incredible efficiency gains and brought order to the more chaotic aspects of the job.

“If you take the medical bills and medical records aspect of a case—looking through it, digging into everything and understanding where you’re at in the process of medical records requests and knowing if we have everything—I would say Clio’s Personal Injury Add-On would cut that time in half. I’m confident saying 50%.”

Biggest Challenge They Were Looking to Solve:

In the business of personal injury law, organization and order are crucial. But, with so many medical records and bills to manage, it can be challenging to keep track of everything efficiently. So, when Orlando personal injury firm Spetsas Buist PLLC formed in 2022, attorney Charles Buist knew that the firm needed a tech-forward solution.

“We jumped in with Clio at really the earliest possible point. We didn’t use anybody else. We always knew we were going to use Clio because I was watching how tech-forward Clio was. We always wanted to start a firm focused on adopting new technology, and I always thought that Clio seemed to be leading on that factor.”

How Clio Solved It:

With Clio Grow for client intake and Clio Manage to support the firm’s legal practice management, Spetsas Buist saves time, stays organized, and works efficiently—allowing the firm to double in size in just two years.

Recently, the firm also started using Clio’s Personal Injury Add-On, which has already showcased incredible efficiency gains and brought order to the more chaotic aspects of the job.

“If you take the medical bills and medical records aspect of a case—looking through it, digging into everything and understanding where you’re at in the process of medical records requests and knowing if we have everything—I would say Clio’s Personal Injury Add-On would cut that time in half. I’m confident saying 50%.”

Clio Products Used

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.

Personal Injury Add-On

As a personal injury lawyer, you’re juggling countless moving parts at any given time, from gathering documents to settling cases. Learn more.

Clio Grow

Client intake software that organizes and automates your system for incoming clients. Learn more.

How Clio Helped

Top 3 Ways Manage, Grow, and the Personal Injury Add-On Have Positively Impacted their Workflows

It’s quicker and easier for the firm to keep track of the records they need for a PI case

“So much of the business that we’re in is understanding what medical records you have, what medical bills you have, and what medical records and bills you need—and that’s very difficult to keep track of efficiently. If you had 20 people that were really good at Excel, you could probably figure it out, but that’s just not feasible. So Clio’s personal injury suite came in and really solved that huge problem for us.”

“Being able to pull up that personal injury tab and see what records have been requested and received versus which ones we requested and we didn’t receive, or we haven’t even requested yet, it’s a big piece of the puzzle.”

“We have to live in that realm of medical records and medical bills, and so the personal injury suite came in and really put some order into that chaotic part of our job.”

“When you start taking these little tasks that Clio has found a way to automate, and you multiply those across a year, you’re just talking about tons of hours.”


Clio Grow amplified the firm’s marketing efforts with a huge return on investment

“Clio Grow for me is great from a marketing standpoint because it helps me understand where everything is, where people are coming from, and how we can better spend our marketing budget.”

“It was great starting out, with our business being able to run Google’s Local Services Ads for Clio,” which made a huge difference for the young firm. We spent about $5,000, and we’ve collected over half a million on that so far.”

That $5,000 was a big deal for the firm. “We didn’t have the money to spend,” Charles says.. That was when we were just starting, and you’re not collecting money for eight months in a personal injury firm. But we took the jump. We risked it, and it worked out.”

Clio’s automation features save the firm lots of time and effort

“Clio is a one-stop shop that lets us efficiently have everything in one spot, from calendar to notes to drafting templates in Clio Manage.”

Charles says he loves the document automation in Clio Manage. I have several documents that we consistently use, and I can go in and pull them, and that just makes a giant difference.”

“The running balance with the trust accounts—all that stuff’s incredible, because you pull up the tab, and the information is there immediately. I don’t have to scroll. I don’t have to do anything. I don’t have to change any filters. I just look at it, and there it is.”

“I also use the QuickBooks integration. That integration pulls the hard costs from QuickBooks and throws them right into Clio Manage. That takes a step out, because now I don’t have to enter the hard costs.”

Other Benefits of Clio

The firm is able to retain top talent

“We just hired an office manager who has 20 years of experience at two of the biggest injury firms in Florida. Everybody wanted to hire her. She’s bilingual. She’s a superstar. And she came to work for us.”

“The fact that we can attract someone who, I think, is the best talent in Orlando, two years out the gate—being able to attract top-level talent this early in our business, I’m really proud of that.”

Even as a new firm, Spetsas Buist has been able to grow and successfully manage a large caseload

Charles is proud of the firm’s success in just two years, and he credits Clio with providing a foundation of efficiency on which the firm thrives.

“The stats are there. These businesses just don’t make it. After two years, an overwhelming percentage of these businesses fail quickly. It’s a tough business.”

“But Clio has allowed us to be efficient. We ran this as a two-man show for a really long time. We were managing 200 cases with three of us for a while. It sounds like a lot, but we kept everyone happy, and we were efficient every step of the way. You just can’t do that without something like Clio to keep all of that in one place. Or, I should say you can’t do that on a 12 hours a day schedule, you can’t work 60 hours a week, and manage that many cases without something that’s giving you your hours back, like Clio.”

What’s Next

In the future, as Spetsas Buist continues to unlock new efficiencies and grow with Clio, Charles looks forward to helping more and more clients as they deal with tough times.

“I’m super proud of the way we’ve been able to manage these cases and keep people happy. We’ve gotten a lot of good reviews, and we’ve been able to do an outstanding job for our clients. You know, a lot of people are just not fortunate. They have a really rough time of it. They’re looking for help, and we’ve helped dig people out of really bad holes in their lives. I’m proud of that. That’s why we do what we do.”

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

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