Key Counsel PC Selects Clasp Following Rapid Transition from Clio

Key Counsel PC has selected Clasp to power its firm operations, completing a rapid transition from Clio.

The move reflects a growing trend among smaller firms seeking to simplify their systems and reduce the operational overhead of managing work across multiple tools.

Moving Quickly to Simplify Operations

Key Counsel PC had been operating on Clio alongside additional tools for document editing, communication, and payments.

While functional, the setup required constant movement between systems to complete everyday tasks.

Rather than continuing to layer on tools, the firm made the decision to transition to a more unified system — and did so quickly.

Reducing Day-to-Day Friction

The primary driver behind the switch was not adding new capabilities, but removing friction from existing workflows.

Under a fragmented setup, even simple tasks required multiple steps:

• drafting documents outside the system of record

• managing versions across email and local files

• handling billing and payments separately from case activity

These inefficiencies compound over time, particularly for smaller teams where administrative overhead has a direct impact on capacity.

A More Connected Workflow

With Clasp, Key Counsel PC is consolidating core workflows into a single system.

This includes:

• matter management and document storage

• embedded document editing through Microsoft 365

• integrated payments and trust workflows powered by Confido Legal

• centralized communication and client interaction

By bringing these components together, the firm is able to operate within a single environment, rather than coordinating across multiple tools.

Built for Smaller, Fast-Moving Firms

For smaller firms, speed and simplicity matter.

Decisions can be made quickly — but the impact of inefficient systems is felt more immediately.

The transition by Key Counsel PC highlights a broader shift:

Firms are not just looking for feature-rich software.

They’re looking for systems that reduce complexity and allow them to move faster day to day.

Looking Ahead

Clasp is working closely with Key Counsel PC to support onboarding and ensure the system aligns with how the firm operates in practice.

We’re excited to partner with Key Counsel PC and support their team as they continue to streamline how they run their firm.