The problem
A housing rights organization using Clio for case management faced high licensing costs, inflexible workflows, and difficulty integrating with other tools. Multiple outdated WordPress sites duplicated content and created maintenance burden. Staff couldn't see integrated client intake and case outcomes data. Reporting required manual data export.
What we did
- Designed and executed migration strategy from Clio to LegalServer with phased cutover to minimize disruption
- Removed duplicate software subscriptions that had accumulated over years
- Created Looker dashboards to surface case trends, client demographics, and service outcomes in real time
- Implemented automated reporting for funders and internal leadership
What changed
- Reduced annual software costs by 35% through consolidation and better licensing
- Simplified reporting and internal referrals through consolidation in LegalServer
- Improved self-service reporting capabilities
Built with
LegalServer
Looker
WordPress migration