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Turn your data into decisions
With Clio’s new custom reports, you get more control over the data that drives your firms’ business.
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Get tailored insights into law firm performance
Clio’s custom reporting experience gives your firm the flexibility, control, and clarity you need to drive smarter decisions—without relying on spreadsheets, integrations, or IT.
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Flexible report builder
Build the exact reports you need—from time tracking and billing to collections and compensation. Choose from a growing library of robust datasets, apply advanced filters, and group data to match your firm’s KPIs.
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Save and schedule views
Eliminate repetitive work by saving report configurations and scheduling them to automatically deliver to the right stakeholders—on your terms.
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Clear, reliable insights
Trust the numbers. Every metric includes a definition and source reference, so your team can act with confidence.
Understand your revenue drivers
In seconds, get insight into how your law firm is performing.
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Track your revenue
Understand what’s actually being collected from your invoices. Use performance metrics to see if you should be asking for larger retainers, offering flexible payment plans to your clients, and using other reliable payment methods.
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Measure performance over time
Pinpoint what’s driving law firm performance. See the data over a specific timeframe, and identify trends and changes over time—so you can plan annual budgets, invest in headcount, and set aside resources.
Understanding key business metrics for law firm growth
According to the Legal Trends Report, utilization, realization, and collection rates are the most important indicators of law firm growth. Below are the averages across the United States.
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Utilization Rate
Number of billable hours worked divided by number of hours in a day
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Realization Rate
Number of billable hours invoiced divided by the number of billable hours worked
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Collection Rate
Number of hours collected divided by the number of hours invoiced
Law firm reporting FAQs
What are custom reports in Clio Manage?
Custom reports let you build and tailor reports on time tracking, billing, collections, compensation, and more. They transform your firm’s data into actionable law firm insights—without the need for spreadsheets or IT support.
Book a DemoWhich plans include Clio’s custom reporting?
Custom reporting is available with Clio Manage’s Advanced and Expand plans. These plans unlock the full power of law firm reporting to help firms analyze performance and make data-driven decisions.
Book a DemoHow do Clio’s custom reports provide law firm insights?
They give law firms clarity on revenue, billing, utilization, realization, and collection rates—helping identify trends, optimize performance, and make data-driven decisions.
Book a DemoWhat is the law firm dashboard in Clio Manage?
The law firm dashboard provides a quick snapshot of your firm’s most important metrics in Clio Manage, complementing custom reports with real-time performance views.
Book a DemoWhat’s the difference between the law firm dashboard and custom reports?
The law firm dashboard shows a high-level overview, while custom reports offer deeper analysis with advanced filters, datasets, and scheduling options. Together, they give firms both the big picture and the detailed insights needed to drive smarter decisions.
Book a DemoCan I save or schedule custom reports in Clio?
Yes. You can save report configurations and schedule them to automatically deliver to the right stakeholders.
Book a DemoHow does Clio ensure data accuracy in law firm reporting?
Each metric includes a definition and source reference so your team can act with confidence.
Book a DemoWhat is utilization rate?
Utilization rate measures how much of the day is spent doing billable work in comparison to the available hours in the day.
It’s an important metric that allows a law firm to determine how much of a lawyer’s day is spent on revenue-generating work compared to other activities.
What is realization rate?
Realization rate measures how much billable work ultimately gets billed after time reporting, discounts, write-offs, and other variables.
Book a DemoWhat is collection rate?
Collection rate measures how much billed work has been collected.
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See how Clio's law firm dashboard can help your law firm get organized and practice more efficiently.
