Category: Case Studies

O’Connell Law, a firm specializing in estate, probate, and elder law, sought to synthesize tasks housed in Clio and visual board software and an automation tool to ensure proper task order and increase efficiency. To streamline their case management, they turned to Legalboards, a Clio-recommended platform, to enhance workflow automation.

“With Legalboards, we were able to streamline our workflow by combining the visual board and task automation. -”Tiffany O’Connell, Founding Partner

Key Challenges Before Legalboards

• Lack of workflow visibility
• Separate task tracking tools
• Inability to automate tasks
• Lack of easy, efficient interface beyond time tracking 

Why They Chose Legalboards

O’Connell Law selected Legalboards based on a recommendation from Clio, ensuring seamless integration with their existing legal tech stack.

“What stood out about working with Legalboards was the seamless integration and the automation of tasks” – Tiffany O’Connell, Founding Partner.

The Legalboards Impact

• Successfully automated Clio tasks, improving workflow efficiency.
• Streamlined workflow by combining a visual board with task automation.
• Improved task management with structured tracking and follow-ups.
• Eliminated manual task status input.
• Reduced redundancies with real-time information-sharing and automation.
• Enabled quick, efficient access to files with the Legalboards dashboard.

“The platform’s ability to combine our previous tools and automate task assignments made our processes much more efficient and effective.” – Tiffany O’Connell, Founding Partner

Measurable Impact of Legalboards

Since implementing Legalboards, O’Connell Law has seen significant improvements:

Metric	Value (Monthly)
Automations Executed	1,404
Time Saved	4,212 minutes (70.2 hours)

ROI Estimate for O’Connell Law 

Beyond workflow automation, Legalboards delivered real cost savings by reducing administrative workload and improving operational efficiency.

“This integration significantly improved our efficiency and task management, allowing us to focus more on our core activities.” – Tiffany O’Connell, Founding Partner.

How These Savings Were Achieved

• Automated tasks eliminated 1,404 + manual actions per month.
• Time savings of over 70 hours per month reduced staff workload.
• Workflow automation improved tracking and reduced redundant work.

Total Estimated Monthly Savings

• $2,241.34 saved per month in operational costs.
• $26,896.08 total saved per year.

A Collaborative Approach to Workflow Optimization

“The great team and customer support at Legalboards were always there to answer questions, which made the experience even better.” – Tiffany O’Connell, Founding Partner.

One of the standout experiences for O’Connell Law was Legalboards’ visual board representation and the ability to trigger tasks automatically. Additionally, the firm appreciated Legalboards’ seamless integration with Clio attentive customer service.

Ready to transform your firm’s workflow and achieve tangible cost savings like O’Connell Law?

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Simmons & Schiavo, an estate planning law firm, faced challenges in automating Clio tasks as the firm’s workflow rapidly increased. To improve efficiency and streamline their case management, they turned to Legalboards, a Clio-recommended platform, to enhance workflow automation.

“Legalboards lets us set up our workflow so we always know where every file is at any given time. If someone’s out, we know exactly where to pick up. That’s the best part—it’s made us so much more efficient.” – John E. Zuccaro III, Associate Attorney at Simmons & Schiavo.

Key Challenges Before Legalboards

1. Difficulty moving and accessing files 
2. Automating Clio tasks was a major bottleneck in their workflow
3. Scaling operations without a structured workflow was inefficient
4. Lack of easy, efficient interface beyond time tracking 

Why They Chose Legalboards

“Before Legalboards, we had 47 overdue tasks just sitting there, but you don’t really know where anything is in the workflow.” – John E. Zuccaro III, Associate Attorney at Simmons & Schiavo.

Simmons & Schiavo selected Legalboards based on a recommendation from Clio, ensuring seamless integration with their existing legal tech stack.

The Legalboards Impact

• Successfully automated Clio tasks, improving workflow efficiency.
• Easily set workflow, which led to improved collaboration.
• Improved task management with structured tracking and follow-ups.
• Enabled quick, efficient access to files with the Legalboards dashboard.
• Reduced micromanagement that empowered team members in their roles.

Measurable Impact of Legalboards

“If Legalboards just up and folded, we would be in trouble.” – John E. Zuccaro III, Associate Attorney at Simmons & Schiavo.

Since implementing Legalboards, Simmons & Schiavo has seen significant improvements:

Metric	Value (Monthly)
Automations Executed	1,129.67
Time Saved	3,389 minutes (56.48 hours)

ROI Estimate for Simmons & Schiavo

Beyond workflow automation, Legalboards delivered real cost savings by reducing administrative workload and improving operational efficiency.

“We pull up Legalboards every week for our meetings. We talk about every single file in the office, where we’re at with it, if there are any problems, and we can track it all in one place.” – John E. Zuccaro III, Associate Attorney at Simmons & Schiavo.

How These Savings Were Achieved

• Automated tasks eliminated 1,129+ manual actions per month.
• Time savings of over 56 hours per month reduced staff workload.
• Workflow automation improved tracking and reduced redundant work.

Estimated Cost Savings

• Hourly cost of a legal assistant: ~$25.
• Labor savings from automation: ~$1,412 per month.

A Collaborative Approach to Workflow Optimization

One of the standout experiences for Simmons & Schiavo was Legalboards’ knowledge, responsiveness and helpfulness in resolving issues and finding creative solutions to workflow challenges. – John E. Zuccaro III, Associate Attorney at Simmons & Schiavo shared his experience:

“Legalboards is essential to formulating our process and workflow. It makes things much simpler, reduces stress and saves time. It’s really been very helpful for us across the board. Ready to transform your firm’s workflow and achieve tangible cost savings like Simmons & Schiavo?

Try Legalboards for free and experience streamlining your operations and boosting efficiency!

Goldberg & Osborne, a leading personal injury law firm, faced challenges in automating Clio tasks and transitioning from an on-premise CMS to a cloud-based solution. To improve efficiency and streamline their case management, they turned to Legalboards, a Clio-recommended platform, to enhance workflow automation.

Key Challenges Before Legalboards

• Automating Clio tasks was a major bottleneck in their workflow.
• Transitioning from an on-premise CMS to Clio required an effective task management strategy.
• Scaling operations without a structured workflow was inefficient.

Why They Chose Legalboards

Goldberg & Osborne selected Legalboards based on a recommendation from Clio, ensuring seamless integration with their existing legal tech stack.

The Legalboards Impact

• Successfully automated Clio tasks, improving workflow efficiency.
• Seamlessly migrated their task flow from their legacy CMS to Clio.
• Improved task management with structured tracking and follow-ups.

“We were able to take our current Task flow from our existing on-prem CMS solution and put it in Clio effectively.” – Goldberg & Osborne.

Measurable Impact of Legalboards

Since implementing Legalboards, Goldberg & Osborne has seen significant improvements:

Metric	Value (Monthly)
Automations Executed	7,618.67
Time Saved	22,856 minutes (380.93 hours)

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ROI Estimate for Goldberg & Osborne

Beyond workflow automation, Legalboards delivered real cost savings by reducing administrative workload and improving operational efficiency.

How These Savings Were Achieved

• Automated tasks eliminated 7,618+ manual actions per month.
• Time savings of over 380 hours per month reduced staff workload.
• Workflow automation improved tracking and reduced redundant work.

Estimated Cost Savings

• Hourly cost of a legal assistant: ~$25.
• Labor savings from automation: ~$9,523 per month.
• Additional efficiency gains: ~$1,428 per month.

Total Estimated Monthly Savings

• $10,951 saved per month in operational costs.

A Collaborative Approach to Workflow Optimization

One of the standout experiences for Goldberg & Osborne was Legalboards’ responsiveness and long-term problem-solving approach.

“When issues arose with the Legalboards platform, the team was extremely responsive and corrected our issues quickly and also took the issue and instead of firefighting it, they fixed it moving forward which is always amazing to see.” – Goldberg & Osborne,

They also loved the structured onboarding process, which also played a key role in the smooth transition to Clio.

The onboarding process was extremely helpful to get us up and running quickly.” – Goldberg & Osborne,

Ready to transform your firm’s workflow and achieve tangible cost savings like Goldberg & Osborne? Try Legalboards for free and experience streamlining your operations and boosting efficiency!

Transforming Legal Operations with Precision & Automation

See how Strauss Attorneys PLLC improved their workflow precision with Legalboards.

About Strauss Attorneys PLLC

• Legalboards User Since: 2022
• Website: Strauss Attorneys PLLC
• Key Benefits: Workflow precision, automation, process consistency, enhanced visibility

Before adopting Legalboards, Strauss Attorneys PLLC relied on Trello for estate administration workflows. While Trello provided basic task management, it lacked automation, legal-specific features, and deep integrations with their existing tools.

“We were rebuilding our estate administration process and initially structured everything in Trello. But after discovering Legalboards at ClioCon, we realized it was a much better fit.”
– Brad, Partner at Strauss Attorneys PLLC

The Challenge: Limited Precision, Automation, and Integration Capabilities

Why Trello Wasn’t Enough

• Lack of deep integrations with Clio and other legal tools
• Limited automation for repetitive legal tasks
• No built-in visibility for tracking estate administration processes with precision

The Legalboards Solution

By transitioning to Legalboards, Strauss Attorneys PLLC gained better workflow control, automation, and seamless Clio integration, improving precision and efficiency in legal case management.

“Legalboards had more versatility, primarily because of its ability to sync with Clio. That made a huge difference.”
– Brad, Partner at Strauss Attorneys PLLC

Learn more about how automation enhances legal workflows:
How Legalboards Transformed Law Firm Operations

Key Improvements After Legalboards Adoption

1. Increased Workflow Precision & Automation

Legalboards enabled Strauss Attorneys PLLC to automate recurring tasks, ensuring that every estate administration step is tracked with precision.

“We’ve automated a lot of our processes, so we always know exactly where we are in an estate case.”
– Jessica, Drafting Paralegal at Strauss Attorneys PLLC

Read more about automation in legal workflows:
Visual Mapping and Automating Legal Operations

2. Enhanced Client Communication & Transparency

With a seven-step workflow system, staff can now track progress with precision and provide real-time client updates.

“We can tell clients exactly where they are in the process, how much longer it will take, and what documents are still needed.”
– Jessica, Drafting Paralegal at Strauss Attorneys PLLC

3. Elimination of Manual Tracking & Guesswork

Legalboards introduced a structured workflow, ensuring precision in every step of estate administration.

“Precision has been the biggest improvement. We’re not missing steps, and every estate’s assets are fully captured.”
– Jessica, Drafting Paralegal at Strauss Attorneys PLLC

Explore more about process efficiency in legal operations:
The Importance of Process Discovery for Legal Operational Efficiency

Quantifiable Results: Efficiency Gains with Legalboards

• 762 automations per month
• Over 38 hours saved monthly (2,286 minutes)
• $1,217 in average monthly cost savings

What Makes Legalboards Stand Out?

1. Responsive & Personalized Customer Support

Brad and Jessica emphasized the exceptional support from Legalboards’ team.

“We get responses within hours, often from the same team member who knows our setup. If needed, they even jump on a video call to resolve issues.”
– Jessica, Drafting Paralegal at Strauss Attorneys PLLC

2. Continuous Product Evolution Based on User Feedback

Legalboards actively enhances precision and functionality by implementing feature requests based on user needs.

“We’ve seen new features added that weren’t available when we first started, and that’s been a game-changer.”
– Jessica, Drafting Paralegal at Strauss Attorneys PLLC

Final Thoughts: A Scalable, Precision-Driven Solution

As Strauss Attorneys PLLC grows, Legalboards continues to support their expanding operations with automation and structured workflows.

“Managing our workflows now takes just 15 to 30 minutes per month—Legalboards runs itself.”
– Jessica, Drafting Paralegal at Strauss Attorneys PLLC

Explore Kanban and Agile strategies for workflow precision:
Improving Legal Workflows with Kanban and Agile

Key Takeaways

• Seamless transition from Trello to Legalboards, improving workflow precision
• Increased visibility ensures every estate case follows a structured process
• 762 automations per month, reducing manual work
• Over 38 hours saved monthly through automation
• $1,217 in average monthly cost savings
• Exceptional customer support with quick responses & proactive solutions

Watch the Case Study

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