Select the fields you want to include in your report, including any of your custom fields. Group, Sort, and Filter your data with the click of a button.
Run Delivered Reports
We have included over 50 report templates that are ready to run, and we keep adding more all the time. Use them as-is, or edit them to meet your firm’s needs.
Preview, Export, & Save Reports
Preview and analyze your data using our interactive spreadsheet, or export it as a PDF, CSV, or Excel file. Also save any report that you create or any Delivered Report you update.
Schedule Reports
You can schedule any of your Saved Reports to run automatically, and be emailed to anyone that needs them.
Get the most out of your Clio data
Do It Yourself
Create and edit complex reports without any coding. All you need to know how to do is click, drag, and drop.
Oversee Operations
Audit the work being done by your lawyers and staff, and find issues before they become problems.
Save Time
Run your reports without having to dump data and merge spreadsheets, and save them to run anytime you need them.
Track Your Finances
Analyze your billing, collections, and performance by timekeepers or any other field in your report.
Monitor Workflow
Track deadlines, tasks, and dates that are important to the firm.
Include custom fields
Include all of your firm’s Matter and Contact custom fields in your reports, and group and sort by them as needed.
Improve Customer Service
Create reports that your clients need, or show them that your firm is adding value to their business.
Testimonial
Sarah Fazure
Designer
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Diggie Razure
Cloud Engineer
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Benjamin Elliot
IT Programmer
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Odette Dumble
Marketing Manager
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Sarah Fazure
Designer