myFirmData

myFirmData is a custom reporting tool that allows firms to create reports using information stored in Clio, including financial data and custom fields. Reports can be previewed and exported for further work and analysis or saved to run on-demand, and our Dashboard provides you with critical information at a glance!

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) See your firm’s critical information at a glance using our Dashboard’s easy to read charts and graphs.
    2) Create custom reports from your 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 or analysis.
    3) Save reports to be run on-demand, or to be edited later.

    Now you don’t need to spend time merging spreadsheets to find the data you need. Instead, spend your time building the reports that will track your firm’s financial trends, measure attorney and staff productivity, and analyze data over the life of your firm. You’ve worked hard for your data. Now make that data work hard for you with myFirmData.