FREE GUIDE

Custom Reports Best Practices

Learn how to build reports that align with your firm’s goals and keep track of your progress.

“Having the data readily available and easy to understand is key.”

Elizabeth A. Bell DeFur Voran LLP

  • With Clio’s advanced reporting, you can build the exact reports your firm needs—whether it’s billing performance, team productivity, or profitability by practice area.

    In this free guide, you’ll learn:

    • How to get started with custom reports in Clio
    • Best practices for filtering key data, automating delivery, and customizing views
    • How Elizabeth uses custom reports to simplify reporting and improve decision making

     

    Get the Guide