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
- Difficulty moving and accessing files
- Automating Clio tasks was a major bottleneck in their workflow
- Scaling operations without a structured workflow was inefficient
- 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!
