Client Analytics / Know where the work comes from

See your client relationships through the numbers.

Explore client activity and revenue concentration in your Clio data. Identify the relationships that merit a closer review.

Keeney Analytics

Client review

Illustrative preview · fictional data

Follow a client relationship into its matters and invoice activity.

Designed for a closer look

Illustration of client analytics. Example values are not customer data; the in-app layout may differ.

Put client analytics to work

Explore top clients and revenue concentration to understand how work is distributed across your client base.

Search for a client and open their financial dashboard to examine associated matters and invoice activity.

Use a consistent reporting period when reviewing client activity, then investigate the matters behind a change.