myFirmData
Offers LawNext Promo
Last Updated: November 30th, 2023
myFirmData Overview
Description
This simple custom reporting tool allows you to analyze your Clio data and better understand financial trends, productivity, and more! myFirmData works seamlessly with Clio to easily build reports using over 250 fields, including all of your custom fields. Create a report from scratch or start with one of our Delivered Reports and customize it for your firm. Use our interactive report preview to review results quickly and easily, and you can export your data to Excel or even email it to yourself for further analysis. If you need to manage your finances, audit your firm’s operations, or track outstanding tasks or deadlines, myFirmData is the tool for you!Features
Deployment
Cloud
Mobile
Desktop
On-Premise
Support
Chat
Email
Phone
Video
Training
Digital Resources
In-Person
Live (online)
Firm Analytics, KPIs and Reporting Tools
Legal Business Intelligence
Advanced Analytics
Insights & Recommendations
Power BI integration
Alteryx integration
Integrated Legal KPI Dashboard
Client KPIs
Matter KPIs
Financials
Productivty KPIs
Productivity Target Tracking
Matter Tracker
Trust
Accounts Receivable
Dashboards
Custom Reports
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