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How Silver Immigration Saves 4 Hours Per Client Intake with Clio Grow

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Silver Immigration

  • 2019

    Year Founded

  • 2-5

    Number of Staff

  • 2019

    Started Using Clio

  • Montréal, QC, Canada

    Location

  • Flat Fee

    Fee Types

  • Immigration

    Practice Areas
“Clio allows us to service well, be personable, and be timely and efficient. It allows us to deliver good quality work. Those things are core values of our business, and they’re centered around Clio.”

Impact of Using Clio

Since day one, Silver Immigration has used Clio to set up effective systems to help them save time, work efficiently, and keep stress at a minimum in a high-stakes practice area.

  • Icons Customer Story Icon Client

    Save at least 4 hours on on data entry for every client intake

  • Icons Customer Story Icon Time

    Reduced the time spent on administrative tasks, equivalent to a full-time employee

  • Icons Customer Story Icon Checklist

    Task lists help decrease stress levels for firm members

Biggest Challenge They Were Looking to Solve:

How Clio Solved It:

When starting Silver Immigration in 2019, Founder Matthew Silver had an opportunity. He had the vision for a immigration practice, which would mean juggling work for multiple high-stakes cases that would have an immense impact on the lives of his clients and their families.

With the clean slate of a new practice, he could set his firm up the right way—right from the start.

Five years in, the firm has grown from just Matthew to a team of three lawyers and two paralegals. Along the way, the team has used Clio to work effectively, stay flexible, and offer a smooth client experience.

“We’ve enjoyed using Clio because it’s allowed us to do things properly the first time around.”

Biggest Challenge They Were Looking to Solve:

When starting Silver Immigration in 2019, Founder Matthew Silver had an opportunity. He had the vision for a immigration practice, which would mean juggling work for multiple high-stakes cases that would have an immense impact on the lives of his clients and their families.

With the clean slate of a new practice, he could set his firm up the right way—right from the start.

How Clio Solved It:

Five years in, the firm has grown from just Matthew to a team of three lawyers and two paralegals. Along the way, the team has used Clio to work effectively, stay flexible, and offer a smooth client experience.

“We’ve enjoyed using Clio because it’s allowed us to do things properly the first time around.”

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.

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

Top Integrations Used with Clio

Outlook — Sync all essential email activity directly to Clio, without any disruptions to your workflow. Learn more.

Xero — Automatically connect client invoices and expenses from Clio Manage to Xero and build complete accounting and billing processes. Learn more.

How Clio Helped

Top 3 Ways Manage and Grow have Positively Impacted their Workflows

The lead cycle for new clients is seamless

“Clio Grow allows us to capture our leads quickly and reach out to them quickly.”

“We’ll get a lead through Clio Grow, book a 15-minute consult, and then we’ll move that lead from Clio Grow to Clio Manage. Once the lead is in Clio Manage, we assign an attorney and there’s a seamless connection. The ability to convert to Clio Manage with the click of a button allows us to filter new customers into Clio Manage and get working on a client’s case.”

“Intake needs to be efficient, especially if you have a website that’s doing well, that’s generating leads. The last thing you want to do is generate great leads and not service them.”

The Outlook Add-in keeps emails and matters connected

“The Outlook Add-in is one of my favorite features. The fact that we backup all of our emails into Clio Manage is huge. It means that we have all of the communications from the client. It allows us to see where the status of the file is, and gives you an entire history of the matter.”

Templates save time and provide a more convenient client experience

“With immigration law, there is so much paperwork that needs to be done, and so many standardized forms that need to be filled out. If we had to call our clients for every question on every form, it would take probably four hours to complete one form.”

“The templates allow us to send clients a link, and for them to answer at their own pace. The templates allow us to provide our clients with flexibility, while we get the information we need.”

Other Benefits of Clio

Clio makes it easy to keep data consolidated and organized so the firm can stay adaptable

“Consolidated and organized data are crucial.”

“Somebody one day will unexpectedly not be able to show up to work—that’s just the nature of work. Clio Manage allows us to pick up at the drop of a hat and pivot where needed. When unexpected situations arise, Clio allows us to adjust very quickly.”

Onboarding new employees is simple and straightforward

“Clio helps us save time with onboarding new employees. We’ve got a game plan to onboard new employees, to look at previous old files, case matters and subjects. We find the data is very well organized in Clio Manage with the matters, note section, and custom fields. So training and onboarding new employees has been pretty seamless for our business.”

Task lists make it easy to stay organized and avoid missing deadlines

“Task lists have always been a helpful feature within Clio Manage.. For the most part, people are working on multiple files and cases at a time, having a task list for specific practice areas lowers the stress level.”

“Software should limit stress or save time, and Clio does a bit of both.”

Clio integrates seamlessly with the firm’s accounting software

“Clio ties into our accounting software so well, and that saves us a lot of time.”

“The connection from our accounting software, Xero, to Clio Manage has been absolutely amazing. It makes the operational procedures very clear and efficient. No one is wasting time and no one is guessing.”

What’s next

At Silver Immigration, there’s an “all hands on deck” culture where they work hard to do everything that needs to be done to make sure work is getting done and clients are happy—and Clio is a key part of that.

“Everyone is excited to pull the rope in whichever way they have to that particular day. It’s a pretty cool thing to be part of.”

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

Book a Demo Today