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How Qualia Law CIC Saves Time With Clio—So They Can Get Back to What’s Important

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Qualia Law CIC Case Study

Qualia Law CIC

  • 2021

    Year Founded

  • 2-5

    Number of Staff

  • 2024

    Started Using Clio

  • Cardiff, Wales, UK

    Location

  • Assessed Costs

    Fixed fee

    Fee Types

  • Court of Protection Deputy and Attorney services

    Practice Areas

Products used by Qualia Law CIC

Clio Manage

Cloud-based legal practice management software that lets you run your firm, organise cases, and collaborate with clients from one place.

How Qualia Law CIC Saves Time With Clio—So They Can Get Back to What’s Important

The team at Qualia Law CIC, finalists for the 2024 Reisman Award for Legal Impact, has a clear purpose: to provide legal support, guidance, and financial safeguarding for vulnerable or neurodiverse people.

Specifically, Qualia Law CIC uses specialised legal services to support vulnerable populations, including those with dementia, mental health issues, brain injuries, and learning disabilities.

“This ensures they receive the protection and assistance needed to navigate complex legal processes effectively,” the team, which includes Hannah Davies, and Director, Tom Evans, explains.

“By providing accessible resources and guidance, we empower individuals and organisations to navigate the legal complexities surrounding capacity issues and financial vulnerability, ultimately enhancing the quality of life for vulnerable individuals and their families.”

How Clio helped

The need for better, more efficient systems

“Before we took on Clio, we were fairly comfortable plodding along, just using typical programs like Microsoft Excel and Word, and it was fine—to a point. As we got more cases and more complex cases, we started thinking about taking on more staff. It just added too much complexity, and the margin for error began to grow bigger.”

Read about case management in Clio

Simplifying templates while empowering more customised and personalised service

“The platform’s customisation options enable us to tailor individual client profiles with specific information, such as care plans and capacity issues, ensuring personalised service delivery. This feature is instrumental in managing our professional Court of Protection Deputy and Attorney services”

Read about personalised templates in Clio

Saving time and boosting efficiency

“Clio’s time recording and file management features contribute to cost efficiency, enabling us to keep overhead costs down and pass on the benefits to our clients in the form of lower hourly rates,”

Read about time-recording in Clio

“It’s all essential. It has to be done. But, the quicker we can do it, in the most efficient way, the better for us and our time—and also for our vulnerable clients.”

Additional benefits to using Clio

Effortless Shift: Mastering Clio Quickly

Once implemented, those on the team with experience working with practice management systems similarly appreciated Clio’s ease of use. As Hannah notes, Joe Brophy, a solicitor at Qualia Law CIC, and Tom both told her, “It’s the best case management system that they’ve ever used, and it’s the easiest one they’ve ever used in regards to it’s efficiency.”

Boosting bandwidth to work on what really matters

Overall, Hannah frames Qualia Law CIC’s experience in terms of how it has empowered their growth—and their ability to focus on meaningful work and supporting people.
Moving forward, the Qualia Law CIC team foresees even greater impacts on their growth and efficiency as they adopt more of Clio’s functionality over time.

“Clio is helping the business grow, definitely, because it took so much longer to do all of the things that we do now. The company’s growing, and previously, this administrative work was just sapping so much time from each of us. It’s provided more time for us to do the actual work.”

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

Book a Demo Today