Clio Grow

Legal Reporting and Data Insights

Track your firm’s performance. Identify who your best potential clients are, how they find you, and what you can do to bring in more revenue.

See the data behind your firm’s performance

Get in-depth reporting on what’s driving revenue and boosting productivity from an easy-to-use dashboard—the more you know, the more you can do.

Data Insights - grow reports
  • 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.

  • Track and highlight key revenue sources

    Identify top-performing firm members, referral sources, and client types to improve your law firm’s profitability.

  • 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.

  • Customize reports to fit your practice needs

    Filter data for detailed information on matter types, lead sources, staff members, and more. Structure 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.

  • Find out why clients hire you

    Monitor what causes clients to sign with your firm, as opposed to a competitor.

  • 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.

More Clio Grow features

  • Client Intake

    Simplify client intake and eliminate data entry and non-billable tasks for your firm.

  • Client Relationship Management (CRM)

    Offer clients flexible ways to engage with your firm—with document automation, e-signatures, and more.

  • Document Automation & Electronic Signatures

    Generate documents, get them signed, and collaborate with clients efficiently in the cloud.

  • Workflow & Email Automation

    Turn legal client intake processes into an organized and automated system.

Get started today

See how Clio's legal reporting and data software for can help you get organized and practice more efficiently.

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