Streamlined Case Management

Challenge

A boutique legal services firm experienced inefficiencies in managing case schedules and updates, impacting overall case management.

Solution

We integrated Google Calendar (for scheduling) with Clio (legal practice management) and Zapier (for workflow automation). This automation synced calendars, updated case records, and triggered reminders or tasks based on case progress.

Results

1. Manual scheduling and updates reduced by 70%
2. Overall case management efficiency improved by 40%
3. 25% of case management FTEs reallocated