01
Connect securely
Authorize access through Clio’s official OAuth flow. Keeney Analytics never sees your Clio password.
Clio Integration / Start with your existing records
Connect Clio Manage to a clearer view of your practice.
Connect through Clio’s OAuth flow, sync your firm’s records, and review dashboards and reports with source freshness in view.
Keeney Analytics
Connect → Sync → Review
Illustrative preview · fictional data
- Connect
- Authorize in Clio
- Sync
- Bring in your firm’s records
- Review
- Check the source timestamp
A simple setup flow from your Clio account to your next review.
Designed for a closer look
Put clio integration to work
02
Choose your region
Select the Clio region used by your firm. The help centre explains current regional availability and setup.
03
Check the source
Refresh data from Integrations and review the last sync status before relying on dashboards or preparing a report.
Keep exploring
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.
Executive Overview
Bring Clio billing and time data into a firm-wide dashboard. Give partners and leadership a common starting point before exploring the details.
Financial Analytics
Explore revenue, billing, and receivables from synced Clio records. Review fee trends alongside invoices and outstanding balances.