Why Clio Was a ‘No-Brainer’ for Hybrid Legal

What set Clio apart from the competition

Ryan was looking for a cloud-based, secure, and easily accessible legal case management system that could support Hybrid Legal’s hybrid fixed-fee subscriptions/one-off payments business model, grow alongside the firm, and provide SMEs with a range of client-centric payment options.  

However, other legal software providers he first encountered had overly complex layouts and hidden setup fees.

Then he found Clio, and he instantly fell in love with it. Clio’s flexibility, built-in client portal, and ability to allow Hybrid Legal to manage their matters, correspondence, time recording, and billing all under one roof stood out.

But most importantly, Hybrid Legal could get up and running with Clio with minimal hassle or expense. This was one of the firm’s major goals—they didn’t want to sacrifice productivity, profitability, or client satisfaction while implementing legal software.  

Workflows that nurture and interact with clients 

Clio’s multi-product system (Clio Manage and Clio Grow) allows Hybrid Legal to manage their clients’ end-to-end journeys seamlessly. 

Ryan and Alan, his business partner, operate in a fast-paced sales environment. Generating new business is incredibly important to sustaining their hybrid business model. 

With Clio Grow, Ryan and Alan can easily manage their pipeline, track referrals, potential new clients, and where opportunities have been won or lost. As soon as new clients filter through Hybrid Legal’s web forms, the clients’ details instantly sync to Clio Grow.  

Clio Grow and Clio Manage provide a complete law firm house, keeping every aspect of Hybrid Legal’s operations under one roof.

“Whether tracking prospects, onboarding new clients, collaborating with them via the clients portal, or billing, we do it all within Clio Grow and Clio Manage. Clio is indispensable to our operations.”

Supporting a growing remote workforce

Hybrid Legal has increased its headcount from 5 full-time staff in 2020 to 11 today while also increasing the number of self-employed contractors they work with.

Clio has played a pivotal role in helping the firm grow rapidly and supporting its increasingly remote team. 

“We first implemented Clio during the pandemic, when everyone worked remotely. It was an absolute lifesaver. I don’t know how we could’ve managed without its cloud-based collaboration capabilities”, comments Ryan. 

Today, the firm relies on Clio to support its hybrid working approach.

Migrating firm data securely into Clio

When Hybrid Legal decided to transition from Hubspot to Clio, the firm was conscious of the potential challenges associated with data migration. 

However, Clio offered a seamless migration process that minimised disruption while keeping the firm’s data completely secure. 

Grow your firm with Clio 

Adopting Clio has transformed Hybrid Legal’s operations, leading to impressive growth—the firm has grown its full-time staff headcount by 120% since implementing Clio. 

Equally importantly, Clio is a vital element of Hybrid Legal’s fixed-fee subscriptions model, which contributes to 60% of the firm’s turnover. 

Clio’s time recording capabilities mean the team can accurately track every billable moment, ensuring no revenue slips through the cracks. Clio’s billing workflows make it simple for Hybrid Legal to create and issue custom, professional invoices. 

Not only does this drastically reduce time spent creating invoices, but it has also increased payment collection rates and boosted Hybrid Legal’s cash flow.

Clio has enabled the firm to develop a reliable and effective subscription model that’s both client-centric and profitable.