Visualize the data behind firm performance
The more you know, the more you can do: Get in-depth client intake reporting on what drives your revenue and can boost your productivity from an easy-to-use dashboard.
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Identify opportunities to grow your firm
Focus on the most profitable practice areas, matter types, and clients for your firm by analyzing the right data.
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Track and highlight key revenue sources
Identify top-performing firm members, referral sources, and client types to improve your law firm’s profitability.
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Understand firm financials from the start
Estimate initial matter values and update estimates as you retain new clients for better financial forecasting.
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Customize reports to fit your practice needs
Filter data for detailed information on matter types, lead sources, staff members, and more—all structured so they make sense for your firm.
Set smarter goals. Achieve better results.
Glean insights into how clients come to your firm and why they choose it.
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Find out why clients hire you
Monitor what causes clients to sign with your firm, as opposed to a competitor.
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Set more accurate revenue targets
Analyze your pipeline to learn which services and marketing efforts are your top earners and should be prioritized.
Get started today
See how Clio’s client intake insights software built for Canadian law firms helps you get organized and practice more efficiently.
