01
Six reports, one library
Choose Firm Briefing, Revenue & Billing, Receivables & Aging, Work in Progress, Timekeeper Productivity, or Practice Area Performance.
Reports / From analysis to the meeting table
Give your firm’s numbers a clear, shareable story.
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.
Keeney Analytics
Firm Briefing
Illustrative preview · fictional data
- Net billed fees
- $48,600
- Billable hours
- 216 h
- Current receivables · as of sync
- $12,400
- Review item
- Older unbilled work
Period results, current balances, and evidence-based review items in one briefing.
Designed for a closer look
Put reports to work
02
Choose the right level of detail
Use Briefing for headline results, Detailed for supporting tables, or Data for totals and tables. Apply the period, scope, and grouping available for your chosen report.
03
Take the evidence with you
Print or save a PDF through your browser, or download summary and detail CSVs. Reports include scope, source timestamps, and measurement notes so readers know what the numbers represent.
04
Return to a familiar review
Save named configurations for your account and workspace in this browser. Relative periods update when reopened, so a monthly review can start with the same choices.
Keep exploring
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.
Lawyer Performance
Review recorded hours, billable work, and financial measures by lawyer. Explore the activity behind a team member’s contribution to the firm.