myFirmData

myFirmData is a custom reporting tool that allows firms to create reports that include any information being stored in Clio, including financial data and custom fields. These reports can then be previewed and exported for further work and analysis, saved to run on-demand, or scheduled to run anytime.

Key Features

  • myFirmData is a custom reporting tool that gives Clio users the power to utilize and analyze their firm’s data. Our product gives attorneys the ability to:

    1) Create custom reports from the firm’s data in Clio, including financial data and custom fields. After creating custom reports, they can be exported to a PDF file for printing and distribution or to Excel or CSV format for further work.

    2) Save reports to be run on-demand, or to be edited later.

    3) Schedule reports to be run on a regular basis and delivered via email, so you spend your time analyzing reports instead of running them!

    Using this comprehensive tool, you can find out what practice areas of your firm are profitable, where your referrals are coming from, and which attorneys are bringing in the most business. We also offer a dashboard that will provide insight into the firm’s finances and operations at-a-glance.

Have questions? Our team is here to help. Call 1-888-858-2546

Monday to Friday from 8 am to 8 pm EST.