A solo PI attorney in Boston was running five different software subscriptions: Clio Manage, Westlaw, DocuSign, a standalone CRM, and a separate client portal. The monthly total? $1,640. After 90 days on Legience, that number dropped to $999 — a savings of $641/month — while actually gaining capabilities he didn't have before.
The Before Picture
Here's what the tech stack looked like before the switch:
| Tool | Purpose | Monthly Cost |
|---|---|---|
| Clio Manage (Advanced) | Case management | $109 |
| Clio Grow | CRM & intake | $49 |
| Westlaw Edge | Legal research | $150 |
| DocuSign | E-signatures | $45 |
| Standalone client portal | Client communication | $35 |
| EvenUp (avg. 3 letters/mo) | Demand letters | $1,252 |
| Total | $1,640/mo | |
Six tools, six logins, six invoices, and a constant stream of copy- pasting data between systems. Case notes from the CRM didn't flow into Clio automatically. Research from Westlaw had to be manually attached to cases. Demand letters from EvenUp existed in their own silo.
Why They Made the Switch
The tipping point wasn't price — it was a missed deadline. A statute of limitations reminder was set in Clio, but the attorney had been working primarily in the CRM that week for intake. He didn't see the alert until a colleague mentioned it. The deadline was two days away.
"That moment I realized my tools were working against me, not for me," he told us. "I needed one system that knew everything about every case."
The Migration Process
The migration took 3 business days:
- Day 1: Legience imported all active cases and contacts from Clio via API. Documents were bulk-uploaded overnight.
- Day 2: 2-hour training session covering case management, AI tools, and the client portal. The attorney was running basic searches in LegiSearch™ by lunch.
- Day 3: Configured intake forms, set up automated SOL tracking, and generated a test demand letter with LegiDraft™.
He ran both systems in parallel for one additional week before deactivating Clio and the other subscriptions.
90-Day Results
After 90 days on Legience Professional ($169/user/month for a solo practitioner):
The time savings came primarily from eliminating data transfer between systems (3 hrs/week), faster demand letter generation with LegiDraft™ vs. waiting for EvenUp turnaround (2 hrs/week), and reduced client calls thanks to the portal (3 hrs/week).
Lessons Learned
- Consolidation beats optimization. No amount of tweaking five separate tools will match the efficiency of one integrated platform.
- AI demand letters change the economics. At $500+ per letter from EvenUp, the ROI of switching to Legience (where LegiDraft™ is included) paid for itself in the first month.
- Client portals reduce overhead. When clients can check their own case status, they stop calling. That's hours back in your week.
- Migration anxiety is worse than migration. The actual process took 3 days. The decision to switch took 3 months.
For the full numbers behind Clio's pricing, read The True Cost of Clio in 2026. See how LegiSearch and LegiDraft replaced Westlaw and EvenUp, or explore the PI Workspace built specifically for personal injury attorneys. View all plans →
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