
Key benefits for your firm
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Analyse Your Law Firm’s Data
Over 40 Predefined Reports and Dashboards to get you started quickly. -
View your firm’s data in any way imaginable.
Users can create custom reports and dashboards within ReportZone by create a custom report defintion which contains which data to retrieve and how to display the data (as chart, graph or data table). -
Combine with external data and export data fast
Load external data into Report zone for more customized reports, e.g. include KPI data for Attorneys. Export any data downloaded from Clio or other sources. Specify exact data to be downloaded from Clio.
How ReportZone works with Clio
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Loads all Clio Manage data into local storage
Loads Clio data onto your local device (read only), no data is stored externally by ReportZone other than the report definitions from which reports are generated. Report definitions only include how the reports are built but no actual law firm data. Reports are generated on demand when they are being displayed.
Video channel: https://www.youtube.com/channel/UCAtpu5yXuIGVdxoWunEUAeA -
Individually reload specific data tables from CLio Manage.
Allows user to specify exactly which fields to load from CLio Manage. Coomes with indivudal field descriptions as per clio OpenApi spec.
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Helpful resources
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Getting set up
If you need detailed instructions on connecting ReportZone to Clio, you may visit this site.
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Security and privacy policy
We are committed to protecting your privacy.
View ReportZone’s privacy policy, terms of service and security policy. -
Additional support
Contact ReportZone’s support at mailto:[email protected]