01
Start with a useful period
Choose a preset period for a regular review or set a custom range for a specific question.
Flexible Date Ranges / Keep the period in perspective
Review the period that matters to your firm.
Use preset or custom date ranges to focus your dashboard review. Keep reporting periods distinct from current balance snapshots.
Keeney Analytics
Choose your reporting context
Illustrative preview · fictional data
- Period
- Previous month
- Alternative
- Custom date range
- Current balances
- As of the latest sync
A reporting period and a source snapshot answer different questions.
Designed for a closer look
Put flexible date ranges to work
02
Return to recurring reviews
Save report configurations with relative dates, such as Previous month, that resolve when you open them again.
03
Understand snapshot measures
Receivables and WIP reports reflect the current sync. Their labels help distinguish outstanding work and balances from period-based financial measures.
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.