01
Find the matter you need
Search the matter list and review status and recorded hours to locate the work you want to investigate.
Matter Analytics / Look closer at the work
Give every matter a clearer financial context.
Explore open, pending, and closed matters alongside their recorded activity. Move from your matter list into a focused review of work and fees.
Keeney Analytics
Matter review
Illustrative preview · fictional data
- Matter
- Example commercial review
- Status
- Open
- Recorded hours
- 32 h
Start with the matter, then inspect the work and financial evidence.
Designed for a closer look
Put matter analytics to work
02
Inspect the underlying activity
Review the selected matter’s financial dashboard and supporting invoice detail, with unavailable measures clearly identified.
03
Ask a better follow-up
Use AI Advisor for supported questions about matter efficiency and unbilled work, then inspect the supporting matter evidence.
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.