ReportZone
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Key benefits for your firm
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Analyse Your Law Firm’s Data
ReportZone helps teams build custom reports, dashboards, and visualizations that move faster than static spreadsheets and better than one-size-fits-all templates. -
80+ predefined reports Custom dashboards for every team
ReportZone gives legal teams control over their reporting stack with custom views, drill-down reports, and advanced data shaping built for Clio Manage (and soon Clio Grow as well). -
Flexible field mappings and Dashboard-level filters and sub-reports
Choose the Clio data fields you want to work with and discover what each field means in your reporting model. Apply filters at the dashboard level so every report on the page responds consistently, and add sub-reports that drill into a specific row’s underlying details.
How ReportZone works with Clio
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Loads all Clio Manage data onto local device
Loads Clio data onto your local device (read only), no data is stored externally by ReportZone other than the report definitions from which reports are generated. Report definitions only include how the reports are built but no actual law firm data. Reports are generated on demand when they are being displayed.
Video channel: https://www.youtube.com/channel/UCAtpu5yXuIGVdxoWunEUAeA -
Individually reload specific data tables from Clio Manage.
Allows user to specify exactly which fields to load from Clio Manage. Comes with individual field descriptions as per Clio OpenApi spec.
Reload and update only the report data that a specific report needs so your dashboards stay current without unnecessary delays.
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Helpful resources
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Getting set up
If you need detailed instructions on connecting ReportZone to Clio, you may visit this site.
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Security and privacy policy
We are committed to protecting your privacy.
View ReportZone’s privacy policy, terms of service and security policy. -
Additional support
Contact ReportZone’s support at [email protected].