myFirmData

Custom Reporting for Clio

  • Available in Canada and the United States

Key benefits for your firm

Understand your firm’s performance

Import and analyze your Clio data to better understand financial trends, staff productivity, and more.

Customize reports

Use 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 all

Run reports that contain all the data you need in just one spreadsheet.

How myFirmData works with Clio

Create reports using your Clio data

CLIO MANAGE

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?

Getting set up

If you need detailed instructions on connecting myFirmData to Clio, you may visit this site.

Security and privacy policy

We are committed to protecting your privacy.
View myFirmData’s privacy policy, terms of service and security policy.

Additional support

Contact myFirmData’s support at support@myFirmData.com.