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From time-consuming to time-saving: How Clio revitalised this solo NZ practice

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Law Box

  • 2013

    Year Founded

  • Solo

    Number of Staff

  • 2023

    Started Using Clio

  • New Zealand

    Location

  • Fixed Fee

    Time-based

    Fee Types

  • Conveyancing

    Litigation & Estates

    Property

    Practice Areas

Impact of using Clio

  • Icons Customer Story Icon Website

    Effortless bill creation and amendment

  • Clio Calculator Pillar Sand

    Seamless accounting integration

  • Icons_Customer Story Icon - Revenue

    Recaptured revenue for piecemeal work

I was looking for something much simpler to use, more cost effective, and something less clunky—that’s when I found Clio.

Ros Morshead, Founder of Law Box

Ros Morshead founded Law Box in 2013. Based in the Central North Island of New Zealand, Ros specialises in Property Law, Conveyancing and Litigation. Starting off as a small law firm, she is now a tech-savvy solo practitioner who values ease and efficiency in her practice.

Ros faced significant challenges with her previous legal management software when an unexpected price increase in 2023 made the software financially untenable. This price increase almost sunk her business financially—and the program was difficult to use in the first place. This, coupled with a lasting sense of burnout, Ros was ready to give up practising law all together, until she found Clio.

On the hunt for a cloud-based solution, Clio’s practice management system was a game-changer. It allowed her to accomplish seemingly simple tasks quickly and efficiently—including updates to her trust ledger and creating and editing invoices. Ros experimented with various legal management programs, but in the end Clio stood out for its simplicity, cost-effectiveness, and seamless integration with her existing Microsoft 365 suite and Xero.

Switching to Clio kept me in law—and helped me achieve revenue growth in ways I wasn’t expecting.

How Clio helped

Unpredictable pricing → Cost-savings

A substantial price increase with her previous software put her business in financial jeopardy. Moving to Clio was simple, cost-effective, and gave her the stability she needed—with no lock-in fees.

Difficult software to use → Intuitive, easy to learn interface

Ros’s previous software was so difficult to use that it made simple tasks prohibitively frustrating and time-consuming. Starting with Clio was incredibly intuitive and easy, giving her the means to grow revenue in new and unexpected ways.

Time-intensive to update simple details → Bill adjustments are simple and quick

Capturing work for small, piecemeal tasks was difficult and often more trouble than it was worth to actually bill and collect on with Ros’s previous software. With Clio, capturing even the smallest task is simple and straightforward to bill and collect on. She can easily redo a bill, unsend it if necessary, and fix references with minimal effort before sending it back through Clio.

I capture an extra $500 a month that I wouldn’t have bothered to capture before because the invoicing process was more hassle than it was worth. Across 12 months, that lifts my bottom line by $6,000—and it’s virtually effortless in Clio.

Additional benefits to using Clio

Seamless accounting integration.

Her previous software required a costlier, more sophisticated subscription with her accounting software that she otherwise didn’t need. With Clio’s accounting integration, she was able to reduce her spend on her accounting solution.

Microsoft 365 integration

Ros does all of her word processing, email, and calendaring with the Microsoft Office Suite. With Clio’s integration, she’s able to upload and save documents to Clio, track and organise email communications for every client, and sync calendar events between the two platforms.

All-in-one practice management.

With Clio, Ros manages all of her matters, documents, and billing in one comprehensive platform that she can access from anywhere.

It has been easier for me to amend, modify, and alter things because of the quality of integration with my accounting program.

Law Box gets the most out of its legal software with Clio Manage

Ros uses Clio Manage allowing her to run the firm efficently, organise cases, and collaborate with clients, all from one place.

Thanks for entrusting Clio with your practice, Ros!

 

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

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