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) |
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!
