Get tailored insights into firm performance
Clio’s custom reporting experience gives your firm the flexibility, control, and clarity you need to drive smarter decisions—without relying on spreadsheets, integrations, or IT.
-
Flexible report builder
Build the exact reports you need—from time tracking and billing to collections and compensation. Choose from a growing library of robust datasets, apply advanced filters, and group data to match your firm’s KPIs.
-
Save and schedule views
Eliminate repetitive work by saving report configurations and scheduling them to automatically deliver to the right stakeholders—on your terms.
-
Clear, reliable insights
Trust the numbers. Every metric includes a definition and source reference, so your team can act with confidence.
Understand your revenue drivers
See how your firm is performing in seconds.
-
Track your revenue
Use performance metrics to see what’s actually being paid against your invoices—and whether you should ask for larger retainers, offer flexible payment plans, or use other reliable payment methods.
-
Measure performance over time
Pinpoint what drives firm performance. Choose a date range and identify trends and changes over time—then use that data to plan annual budgets, headcount, and set aside resources.
Understanding key business metrics for law firm growth
According to the Legal Trends Report, utilization, realization, and collection rates are the most important indicators of law firm growth. Below are the averages across the firms surveyed.
-
Utilization rate
Number of billable hours worked divided by the number of hours in a day
-
Realization rate
Number of billable hours invoiced divided by the number of billable hours worked
-
Collection rate
Number of hours collected divided by the number of hours invoiced
Law firm insights software FAQs
What are custom reports in Clio Manage?
Custom reports let you build and tailor reports on time tracking, billing, collections, compensation, and more. They transform your firm’s data into actionable law firm insights—without the need for spreadsheets or IT support.
Which plans include Clio’s custom reporting?
Custom reporting is available with Clio Manage’s Advanced and Complete plans. These plans unlock the full power of law firm reporting to help firms analyze performance and make data-driven decisions.
How do Clio’s custom reports provide law firm insights?
They give firms clarity on revenue, billing, utilization, realization, and collection rates—helping identify trends, optimize performance, and make data-driven decisions.
What is the law firm dashboard in Clio Manage?
The law firm dashboard provides a quick snapshot of your firm’s most important metrics in Clio Manage, complementing custom reports with real-time performance views.
What’s the difference between the law firm dashboard and custom reports?
The law firm dashboard shows a high-level overview, while custom reports offer deeper analysis with advanced filters, datasets, and scheduling options. Together, they give firms both the big picture and the detailed insights needed to drive smarter decisions.
Can I save or schedule custom reports in Clio?
Yes. You can save report configurations and schedule them to automatically deliver to the right stakeholders.
How does Clio ensure data accuracy in law firm reporting?
Each metric includes a definition and source reference so your team can act with confidence.
What is utilization rate?
Utilization rate measures how much of the day is spent doing billable work in comparison to the available hours in the day.
What is realization rate?
Realization rate measures how much billable work ultimately gets billed after time reporting, discounts, write-offs, and other variables.
What is collection rate?
Collection rate measures how much billed work has been collected.
Essential resources for law firm insights software
Get started today
See how Clio's law firm dashboard can help your law firm get organized and practice more efficiently.