The Clio Effect on Firm Change Management
Number of Staff
Started Using Clio
London, United Kingdom
Divorce is sad, but it doesn’t have to be bad. That’s how amicable wants couples to feel as they navigate the often complicated nature of divorce. Unlike traditional practices, amicable works with couples as a unit. The online legal service’s thirty-four staff members range from divorce coaches to mediators, all with a common goal — to help couples to divorce, separate, and co-parent amicably.
It became clear early on that in order to grow while still maintaining an excellent client experience, technology would need to drive the business. In 2019, the business implemented Clio as its legal practice management software.
Automate workflows without disruption
Moving away from spreadsheets wasn’t the only reason that amicable chose to adopt Clio to help increase firm efficiency. Streamlining their divorce specialist’s workflows ensured that staff members were maximising the most out of their day.
Automating client-facing processes with Clio has helped the team deliver a world-class customer experience. By setting up task lists, Ella Chard Product Owner at amicable has ensured that nothing falls through the cracks as everyone working on a case can clearly see what is required of them at any time.
Manage staff’s time more efficiently
When a legal service like amicable has a large client base and an ever-growing team, it’s vital that change management doesn’t actually increase staff workloads. Using Clio, amicable immediately noticed an improvement in its work-life balance.
Using Clio’s Outlook Add-in integration enabled staff to manage emails and create time entries. Removing all previous manual filing processes.
Enhance your firm with Clio’s API and Integrations
From day one, amicable knew that to reach as many clients as possible, was to have Clio do the heavy lifting when it came to the day-to-day management of cases.
Thanks to Clio’s API and integration library, amicable was able to link with Zapier to integrate the applications they were already using. This, in turn, enabled the business to create a customised platform for customers and staff alike. With a single login, staff can pull any data that they need.
Get documents signed within minutes
The amicable team saves time by using features such as Clio’s e-signing tool, to create and send templates to clients for e-signatures. Developers at amicable also manipulated Clio’s API to have multiple teams feed into workflows, so everyone working on a case is informed on exactly what they need to do for each case.
Grow on the cloud
Having everything securely stored in Clio gave amicable the opportunity to not just operate ‘business as usual’, but rather to scale significantly.
Now two-thirds of amicable staff work entirely remotely, and since everything is in the cloud and can be accessed through a simple internet browser, new staff can get started on cases straight away.
Dominating the market
Emma and the team at amicable have officially transitioned from start-up to scale-up, and are showing no signs of slowing down. The team is dedicated to reimagining the divorce process by moving hand in hand with technology as it inevitably evolves. With Clio supporting them, it looks like the journey is just getting started for this tech-forward business.