Built around your Clio data
A clearer view. A more useful review.
Explore your firm’s performance, investigate the details, and bring the results into a report. Discover the tools behind your next informed conversation.
Meet your report library
Reports worth bringing to the table.
Six report types turn synced Clio records into a focused review. Start with a Firm Briefing, explore revenue or unbilled work, and take the detail with you as a PDF or CSV.
Explore ReportsFirm Briefing
Illustrative preview · fictional data
- Net billed fees
- $48,600
- Billable hours
- 216 h
- Current receivables · as of sync
- $12,400
- Review item
- Older unbilled work
Explore every feature
Reports
Create law firm reports from your synced Clio Manage data. Start with a Firm Briefing, explore the supporting detail, and export a PDF or CSV for your next review.
Explore ReportsExecutive Overview
Bring Clio billing and time data into a firm-wide dashboard. Give partners and leadership a common starting point before exploring the details.
Explore Executive OverviewFinancial Analytics
Explore revenue, billing, and receivables from synced Clio records. Review fee trends alongside invoices and outstanding balances.
Explore Financial AnalyticsLawyer Performance
Review recorded hours, billable work, and financial measures by lawyer. Explore the activity behind a team member’s contribution to the firm.
Explore Lawyer PerformanceMatter Analytics
Explore open, pending, and closed matters alongside their recorded activity. Move from your matter list into a focused review of work and fees.
Explore Matter AnalyticsClient Analytics
Explore client activity and revenue concentration in your Clio data. Identify the relationships that merit a closer review.
Explore Client AnalyticsPractice Area Performance
Review fees, hours, and recorded activity by practice area. Explore the mix of work that shapes your firm’s results.
Explore Practice Area PerformanceBillable Hours
Review billable hours and recorded work across the firm. Connect the headline numbers to timekeepers, matters, and practice areas.
Explore Billable HoursAI Advisor
Ask supported business questions about your Clio data, investigate unbilled work, and explore matter efficiency with evidence you can inspect.
Explore AI AdvisorClio Integration
Connect through Clio’s OAuth flow, sync your firm’s records, and review dashboards and reports with source freshness in view.
Explore Clio IntegrationFlexible Date Ranges
Use preset or custom date ranges to focus your dashboard review. Keep reporting periods distinct from current balance snapshots.
Explore Flexible Date Ranges