Custom Reporting for Clio
Starting at $49 per month USD
Key benefits for your firm
Understand your firm’s performanceImport and analyze your Clio data to better understand financial trends, staff productivity, and more.
Customize reportsUse built-in reports or customize your own to fit your firm’s specific needs and save them for later use.
One spreadsheet to rule them allRun reports that contain all the data you need in just one spreadsheet.
How myFirmData works with Clio
Create reports using your Clio data
- Better understand how your cases are doing using your contacts, matters, tasks, calendars, and communications data.
- Make better financial decisions using your activities, billing, and accounts data.
- Understand your staff’s productivity with user data.
Ready to improve your workflow with myFirmData and Clio? Get Started
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Getting set up
If you need detailed instructions on connecting myFirmData to Clio, you may review this article.