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?

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