Skip to content
Back

myFirmData

Custom Reporting for Clio
Clio certified app badge.
  • CLIO MANAGE
Available in the United States
Starting at $49 per month USD
Get started View all plans

Key benefits for your firm

  • Understand your firm’s performance

    Import and analyze your Clio data to better understand financial trends, staff productivity, and more.

  • Customize reports

    Use built-in reports or customize your own to fit your firm’s specific needs and save them for later use.

  • One spreadsheet to rule them all

    Run reports that contain all the data you need in just one spreadsheet.

How myFirmData works with Clio

  • CLIO MANAGE

    Create reports using your Clio data

     

    • Better understand how your cases are doing using your contacts, matters, tasks, calendars, and communications data.
    • Make better financial decisions using your activities, billing, and accounts data.
    • Understand your staff’s productivity with user data.
Ready to improve your workflow with myFirmData and Clio? Get Started

Media gallery

Browse by category

Helpful resources