See the data behind your firm’s performance
Get in-depth client intake reporting on what’s driving revenue and boosting productivity from an easy-to-use dashboard—the more you know, the more you can do.
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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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Get a view into 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. Structure client intake reports so they make sense for your firm.
Set smarter goals to achieve better results
Find out where your firm should be headed—and how to get there—by seeing what works and what doesn’t.
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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 which ones aren’t pulling their weight.
Resources
More Clio Grow features
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Client Intake
Simplify client intake and eliminate data entry and non-billable tasks for your firm.
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Client Relationship Management (CRM)
Offer clients flexible ways to engage with your firm—with document automation, e-signatures, and more.
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Document Automation & Electronic Signatures
Generate documents, get them signed, and collaborate with clients efficiently in the cloud.
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Workflow & Email Automation
Turn legal client intake processes into an organized and automated system.
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Appointment Booking
Eliminate costly back-and-forth, reduce overhead, and make it easier for clients to access your legal services.
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Website Builder
Create a professional website in minutes with built-in tools to connect with clients, collect payments, and more.
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See how Clio's legal reporting and data software for can help you get organized and practice more efficiently.