Key benefits for your firm
Know your firm’s financial health instantly
Get a real-time, 360° view across clients, matters, trust, billing, and collections. Instantly identify where your firm is performing well and where action is needed next.
Prevent revenue leakage before it happens
Spot risks early with insights into WIP, trust coverage, realization, and receivables. For example, identify matters exceeding trust or clients with rising AR before they impact cash flow.
Turn data into confident business decisions
Replace fragmented reports with clear, actionable insights across your firm. Partners can quickly decide when to bill, follow up on collections, or rebalance workload across attorneys.
How dashboardWISE works with Clio
Integrates with Clio Manage to deliver real-time firm performance insights
dashboardWISE connects directly with Clio Manage to
transform your firm’s operational and financial data
into a unified performance dashboard. It enhances
how firms use Clio by providing visibility across WIP,
matter health, trust balances, billing, and collections—
without changing existing workflows.
- Automatically syncs clients, matters, time entries, bills, payments, and trust balances
- Calculates key KPIs such as utilization,
realization, AR aging, and matter health in real
time - Provides direct links to open clients and
matters in Clio for immediate action
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Getting Set Up
Learn more about the integration here.