DescriptionThis 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!
Firm Analytics, KPIs and Reporting Tools
Legal Business Intelligence
Insights & Recommendations
Power BI integration
Integrated Legal KPI Dashboard
Productivity Target Tracking
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