How The Law Offices Of Warren Brown Cut Down Time Spent On Accounting By 50% with Clio

Warren Brown, Founder and Managing Attorney at the Law Offices of Warren Brown

Warren’s expertise lies in worker’s compensation cases where he represents employers and insurance companies. Having experienced working in a larger law firm, working solo, and working with a partner, Warren eventually decided in 2018 to open the Law Offices of Warren Brown as a solo practitioner.

Warren decided that instead of getting a larger office space to store paper, he would go with Clio for his case management, which allowed him to work paperlessly. But prior to the launch of Clio Accounting, Warren would send all his financial papers to an accountant who would do the year’s bookkeeping.

In search of a better way to do this, he tried QuickBooks, but found it cumbersome, and accounting continued to be a dreaded part of running his firm. So when he got an email from Clio offering the chance to take part in the pilot for Clio Accounting, he jumped at the chance to test it out, hoping it would give him the ease of use he had experienced with Clio Manage.

How Clio helped

Tedious, time-consuming manual journal entries → automated syncing of all financial transactions

“It used to take a lot of time to enter everything manually, something I didn’t enjoy. So instead of doing it at the end of every month, I’d do it every four months, and then it would take me four hours to get it done. Now all I have to do is press a button and all my bank transactions are synced right into Clio Accounting.”

Find out how Clio Accounting reduces manual entries

Cumbersome accounting and bookkeeping process → straightforward user-friendly features

“Accounting systems can be hard to understand and frustrating. When using them, I’m afraid to make a mistake or delete something, and then spend hours trying to fix it. But Clio is very simple and easy to use.”

See what accountants and bookkeepers are saying about Clio Accounting

Disjointed and siloed systems → everything in one system

“Even though I only had to input 15–20 entries into QuickBooks every month, switching systems meant I kept making errors. Now I don’t have to leave Clio to do my accounting and bookkeeping. Once a month I click on Clio Accounting, then click on the sync button and the list of deposits and payments, and classify them—whether it’s insurance, fee income, rent, etc. And I’m done.”

Read about Clio Accounting

Additional benefits to using Clio

Work from home or on the go with Clio

Before, Warren was limited in his ability to work remotely. With Clio, he has the freedom to work from anywhere with an internet connection. He can also use his phone to find everything he needs on Clio’s mobile app.

Go paperless

Clio’s notes section frees Warren from having to carry files or even keep everything on his computer. He just goes to the notes section in a matter to easily get up to speed on case details.