01
A shared starting point
Review billed time, billable hours, effective hourly rate, and outstanding accounts receivable in one place.
Executive Overview / See the firm as a whole
Start your review with the bigger picture.
Bring Clio billing and time data into a firm-wide dashboard. Give partners and leadership a common starting point before exploring the details.
Keeney Analytics
Executive Overview
Illustrative preview · fictional data
- Billed time
- $48,600
- Billable hours
- 216 h
- Outstanding A/R
- $12,400
A shared starting point for your firm’s performance review.
Designed for a closer look
Put executive overview to work
02
Move from headline to detail
Switch between simple and detailed views, then explore revenue, lawyers, matters, and clients to understand the underlying activity.
03
Keep the review in context
Choose your reporting period and check the Clio sync status before drawing conclusions from changes in the numbers.
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.
Financial Analytics
Explore revenue, billing, and receivables from synced Clio records. Review fee trends alongside invoices and outstanding balances.
Lawyer Performance
Review recorded hours, billable work, and financial measures by lawyer. Explore the activity behind a team member’s contribution to the firm.