myFirmData

START YOUR FREE TRIAL

Stop managing spreadsheets.
Start managing your firm.

Use our simple custom reporting tool to analyze your Clio data and better understand financial trends, productivity, and more.

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Custom Reporting
Just Got Easier

Create Custom Reports

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
    Sarah Fazure

    Designer

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    Diggie Razure
      Diggie Razure

      Cloud Engineer

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      Benjamin Elliot
        Benjamin Elliot

        IT Programmer

        Sed ut perspiciatis unde omnis iste natus error sit voluptatem accusanti dolore laudantium, totam aperiam, eaque ipsa quae ab illo. Sed ut unde perspiciatis omnis iste natus error sit voluptatem accusant doloremque laudantium aperiam. Sed ut unde perspiciatis omnis iste natus error sit voluptatem accusant doloremque laudantium, totam rem aperiam, eaque ipsa quae.

        Odette Dumble
          Odette Dumble

          Marketing Manager

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