Law firm reporting software for the numbers you track
Reports pull from the time, bills, and payments your team already records in Clio, so you can retire the spreadsheets.
Build custom reports
Choose datasets on time, billing, collections, and compensation, then filter and group them around your firm’s KPIs.
Schedule recurring views
Save a report setup and send it to the right people on a set cadence.
Read every metric the same way
Each figure includes a definition and source reference, so partners and staff interpret it consistently.
Ask in plain English
Type a question and Clio generates the report, without waiting on a data analyst.
Know where firm revenue comes from
Compare what’s worked, billed, and collected, and watch how those figures move over time.
Follow collected revenue
See what’s been paid on your invoices, then decide whether to ask for larger retainers or offer payment plans.
Compare periods
Pick a timeframe and spot the trends behind budgets, hiring, and where to invest.
Track the three core rates
Utilization, realization, and collection sit on one dashboard. Use Legal Trends Report data to see how your firm compares.
Client intake reporting that shows which leads become revenue
In Clio, intake reporting follows each lead from first contact to hired matter.
See which sources bring hired clients
Compare lead sources, referrers, and marketing efforts by the matters and revenue they produce.
Find your most valuable work
Break results down by practice area, matter type, and staff member to see where to focus.
Forecast from the pipeline
Estimate matter values at intake and update them as clients hire you, so targets reflect what’s coming.
Legal analytics that point to the next step
Clio’s legal AI turns firm data into recommendations, each tied to the matter it’s about.
Get matter-specific prompts
Recommendations flag bills ready to generate, unlogged billable time, and upcoming events.
Check performance at a glance
Firm and personal metrics appear together in the AI Launchpad.
Act from the record
Open the file behind a number and decide what happens next.
Law firm reporting resources
Law firm insights and reporting FAQs
What are law firm insights?
They’re the figures that show how a firm is doing, such as revenue, collections, utilization, and where new clients come from, tied back to the matters and people behind them. Clio draws them from the work your team already records in Clio. Get a demo.
What is law firm reporting software?
Software that turns time, billing, payment, and intake data into reports and dashboards. In Clio, you can start from preset views or build custom reports, then save and schedule them. Get a demo.
What’s the difference between the firm dashboard and custom reports?
The dashboard gives a quick snapshot of key metrics. Custom reports go deeper, with datasets, filters, grouping, and scheduling for the questions a preset doesn’t answer. Get a demo.
How does Clio report on client intake?
Clio tracks lead sources, referral sources, matter types, and staff, along with estimated matter values and why prospects did or didn’t hire you. That shows which marketing and referrals produce revenue. Get a demo.
How does Clio’s legal AI help with law firm analytics?
It surfaces firm and personal performance metrics and recommends actions for specific matters, like bills ready to generate or unlogged time, so a number leads you to the file that needs you. Get a demo.
What is utilization rate?
Billable hours worked divided by the hours available in a day. It shows how much of a lawyer’s day goes to revenue-generating work. See the Legal Trends Report.
What is realization rate?
Billable hours invoiced divided by billable hours worked. It shows how much recorded work reaches a bill after discounts and write-offs. Get a demo.
What is collection rate?
Hours collected divided by hours invoiced. It shows how much billed work turns into payment. Get a demo.