A performance dashboard for the rates that drive firm growth
The Legal Trends Report identifies utilisation, realisation, and collection as key indicators of law firm growth. Clio’s dashboard tracks all three.
See utilisation
Find out how much of the working day goes on billable work, and where workflows or staffing could change.
Measure realisation
Compare hours recorded with hours invoiced to find work the firm does but doesn’t charge for.
Follow collection
Check how much invoiced work has been paid, so the revenue figure reflects money received.
Spot write-offs
See what write-offs cost the firm and which hours never reach an invoice.
Pinpoint what drives revenue at your firm
Get a clear read on how the firm is performing and what sits behind the figures.
Track firm revenue
See what’s collected from invoices, then decide whether to ask for more money on account or offer payment plans.
Compare time periods
Choose a timeframe to spot trends that inform budgets, headcount, and resourcing.
Work from one view
Partners and fee earners see the same figures in a visual dashboard that’s easy to read.
Use the numbers to change how the firm works
Rebalance workloads
See where billable time is low and adjust how work is allocated across the team.
Recover lost fees
Find unbilled and written-off time before it becomes a pattern.
Shape your fee approach
Let collection data guide decisions on fixed fees, payment plans, or money on account.
Figures that come from the work itself
The dashboard reads from the time, bills, and payments your team already handles in Clio, so there’s no separate spreadsheet to keep up to date.
Record time once
Entries made through legal time recording count towards utilisation straight away.
Bill from the same records
Invoices raised in legal billing feed realisation without re-keying.
See payments as they arrive
Money taken through Clio Payments updates the collection rate.
Firm performance resources
Law firm performance dashboard FAQs
What is a law firm performance dashboard?
A single view of how the firm is doing on the three measures tied to growth: utilisation, realisation, and collection. In Clio, it draws on the time, bills, and payments already recorded, so the figures stay current. Get a demo.
What is utilisation rate?
Billable hours worked divided by the hours available in a day. It shows how much of a fee earner’s day goes on revenue-generating work compared with other activities. Get a demo.
What is realisation rate?
Billable hours invoiced divided by billable hours worked. It shows how much recorded work ends up billed after discounts, write-offs, and other adjustments. Get a demo.
What is collection rate?
Hours collected divided by hours invoiced. It shows how much billed work the firm has been paid for. Get a demo.
Can I see firm performance over a set period?
Yes. Choose a timeframe to see trends and changes over time, which helps when planning annual budgets, headcount, and resources. Get a demo.
How can a performance dashboard help a firm earn more?
By showing where billable time is lost: hours that are never recorded, recorded but not invoiced, or invoiced but not paid. Each gap points to a change you can make, from time recording habits to payment options. Start a free trial.
Where does the dashboard get its data?
From the time entries, bills, and payments your team records in Clio, so you don’t need to export figures into a spreadsheet to see them. Get a demo.