‘It Pays for Itself by 9 AM:’ Why Williams and Hamilton loves Clio Work

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Williams and Hamilton

  • 1998

    Year Founded
  • Solo

    Number of Staff
  • 2016

    Started Using Clio
  • Los Angeles, CA, USA

    Location
  • Flat Fee

    Fee Types
  • Estate Planning

    Probate

    Trust

    Practice Areas

Impact of using Clio

  • Enabled a seamless, remote-friendly practice across two coasts.

  • Icons Customer Story Icon Checklist

    Improved document creation time from hours to seconds.

  • Icons Customer Story Icon Revenue

    Took billing from a multi-week process to something completed instantly.

Melissa Hamilton, Attorney, Williams and Hamilton

As Melissa Hamilton talked about how Clio frees up her day and makes running her firm possible, her mind drifted to the dentist’s office. A solo practitioner is used to tackling many different roles. But, Melissa compared it to being a receptionist, hygienist, and dentist all at the same time. At this point in her career, she “just wants to be the dentist,” which in a legal context translates to just being the lawyer. So, how is she able to focus on that facet of her practice, the part of her day that brings her the most joy and her clients the most value?

The answer is Clio. Clio connects the business of law and the practice of law so lawyers can focus on actually lawyering. At the center of that is Clio Work. It connects your matters with the world’s largest global law library to deliver cited research, analysis, and case strategy you can trust and features AI built for how lawyers like Melissa actually work.

“Clio Work is really my dream come true. It pays for itself in the first hour of my day, every day.”

How Clio helped

Pulled in many directions → Freedom to focus on clients

While Melissa has three decades of legal experience, she has been a technology optimist for even longer. Despite her tech-positive roots, she found that, as a solo practitioner, the modern legal practice often meant getting bogged down in the minutiae of tasks like data entry, reformatting documents, and tracking scattered information. She needed a solution that would allow her to focus on her expertise and her clients rather than administrative drudgery.

Fragmented information → One centralized source of truth

Melissa was naturally drawn to legal technology and first turned to Clio to solve a familiar pain point: billing. What once took weeks now took about 20 seconds. But billing was only the starting point. The real impact came when Melissa replaced a patchwork of disconnected tools with the full Clio platform.

Before Clio, Melissa had “a million pieces of information all over,” and keeping track of it all was mentally draining. As a solo practitioner juggling multiple roles, that constant context-switching took a toll. By making Clio the hub for every client interaction, she can now capture notes, time, and tasks as they happen. With everything connected, her work flows naturally and she no longer worries about important details falling through the cracks.

Discover how you can “live in Clio” too

Jumping between systems → Everything in one matter-aware hub

In line with Melissa’s passion for bleeding-edge tech, she became an avid user of leading legal AI, Vincent. But she wished she didn’t have to leave Clio, where all her matters already lived, to use it. Her wishes were answered when Clio introduced Clio Work, which features Vincent as its AI research and document analysis assistant.

It’s also where Vincent becomes transformative. When embedded in Clio, Vincent’s research engine is connected to your live matters. This delivers matter-aware research, analysis, and case strategy lawyers like Melissa can rely on. She called the combo of Clio and legal AI “a dream come true.” In reality, it has led to major efficiency wins as Melissa no longer has to leave Clio to get the answers she needs.

Accelerate your legal analysis with Clio Work

Growth without the growing pains → The “force multiplier” effect

For many solo practitioners, growth feels limited by time and capacity. Melissa found a different approach. By relying on Clio Work to absorb the most time-consuming parts of her day, she was able to take on more work without taking on more risk.

“It’s leveling the playing field,” Melissa says. “Clio Work acts as a force multiplier. It takes the tedious parts off my plate and lets me focus where I add the most value.”

Supercharge your legal work with Clio Work

Hours of typing → Seconds of prompting

Estate planning often involves tedious document creation, such as typing out complex legal descriptions for deeds. It’s a task Melissa described as “monotonous” and prone to consuming hours of her time. Now, Clio Work takes on the heavy lift of research, analysis, and early drafting so she can focus on billable client work. What used to cause Melissa hours of frustration now takes seconds.

See how Clio Work brings research, drafting, and analysis together

From the “I’ll do it later” trap → To done in minutes

For two years, Melissa avoided document templates. Even though her case data already lived in Clio, the idea of manually tagging and structuring a new process felt daunting and time-consuming. The turning point came when she hired a new team member. Wanting to be fully prepared for onboarding, Melissa finally sat down to build her first template. She hit “start” on a stopwatch, ready to time the process. The clock stopped at 11 minutes. “I can’t believe I put this off for two years and it only took me 11 minutes,” Melissa recalls.

Add Clio Draft to complete your workflow

Additional benefits to using Clio

Legal AI without the learning curve

Despite the advanced capabilities of AI, Melissa found the transition incredibly smooth. Unlike complex templates that took her years to adopt, she started using Clio Work immediately by simply asking questions in plain English. She describes the ease of use as a major factor in her ability to adopt the technology quickly and see immediate ROI. Plus, you don’t even need to be as tech-savvy as Melissa. She shared that if you can use ChatGPT to find a restaurant or even Googled anything before, you’re ready to properly prompt Clio Work.

Make good use of matter-aware AI

Seamless remote work

Melissa splits her time between California and Maine. Clio’s cloud-based platform allows her to access all her files, client data, and billing from anywhere. For Melissa, this means she can deliver the best possible client experience no matter where she is.

Read more about Clio’s cloud-based case management

“I don’t think it’s hyperbolic to say it’s revolutionizing the way people practice.”

Products used by Williams and Hamilton

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 Draft

Legal drafting software that automates your document drafting, creates templates from Microsoft Word files, and features an up-to-date court form library and built-in eSign. Learn more.

Clio Work

The only AI that understands your cases, their context, and the law. Clio Work connects your matters with the world’s largest global law library to deliver cited research, analysis, and case strategy you can trust. 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.

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

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