01
Understand revenue over time
Review net billed fees, disbursements, and tax separately. Compare the period and inspect the records behind the totals.
Financial Analytics / Follow the financial detail
Understand the work behind your firm’s fees.
Explore revenue, billing, and receivables from synced Clio records. Review fee trends alongside invoices and outstanding balances.
Keeney Analytics
Revenue & Billing
Illustrative preview · fictional data
- Net billed fees
- $48,600
- Disbursements
- $2,100
- Invoice detail
- Available for review
Keep fees, disbursements, and tax distinct when reviewing billed work.
Designed for a closer look
Put financial analytics to work
02
Investigate outstanding balances
Use receivables and aging to identify invoices that need attention, with current balances based on the latest source sync.
03
Connect the review to a report
Bring Revenue & Billing or Receivables & Aging into a printable report with the scope and calculation basis included.
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.
Lawyer Performance
Review recorded hours, billable work, and financial measures by lawyer. Explore the activity behind a team member’s contribution to the firm.