Key benefits for your firm
Generate court-ready reports instantly
Browse your Clio matters, click Generate, and download a comprehensive PDF report in under 60 seconds. Every report includes matter details, client contacts, opposing parties, billing summaries, and time entries — all pulled live from Clio.
Deep visibility into firm performance
Go beyond case-level reports with firm-wide productivity analytics. Track billable hours, realization rates, utilization, and revenue breakdowns by practice area — all from the data already in your Clio account.
A permanent vault for every report
Every report you generate is saved to your report history. Re-download any past report in one click — perfect for audits, client reviews, or quick reference without regenerating.
How Case Raft works with Clio
Integrates with Clio Manage for one-click report generation
Case Raft connects to your Clio Manage account via secure OAuth 2.0 with read-only access. Once connected, it pulls your matters, contacts, billing data, time entries, and practice areas in real time to generate professional PDF reports.
- Browse all your open, pending, and closed matters directly in Case Raft
- Generate individual case summary PDFs or batch-generate up to 20 reports at once
- Run firm-wide productivity and revenue reports with customizable date ranges and sections
- Export billing data as CSV for QuickBooks or Xero integration
