Turn Your Clio Data Into Decisions

Automated analytics for small law firms. See profitability, trends, and opportunities Clio doesn't show you.

The Problem

Clio Tracks Everything

Every client, matter, hour, and dollar is in your system. But when was the last time your data actually helped you make a decision?

But Doesn't Tell You What Matters

You're making decisions based on gut feel because getting answers means hours of exporting, pivot tables, and manual calculations.

And It's Already Outdated

By the time you've built the report, the data is stale. Next month? You do it all over again.

The Solution

Automated Nightly Sync

We pull your Clio data every night while you sleep. No manual exports. No stale spreadsheets.

Insights, Not Raw Data

Custom dashboards answer the questions that actually matter: Which clients are profitable? Which matters are underwater? Where's your cash flow?

It Just Works

90-minute setup call, then it runs automatically. Wake up to fresh insights every morning.

How It Works

Step 1: Setup Call (90 minutes)

We walk you through creating a private Clio app together. Sounds technical, but it's really just a few forms. Then we configure which reports and dashboards you need.

Step 2: We Build Your Dashboards

Based on your practice areas and what you want to track, we create your custom report suite. Standard reports (profitability, client concentration, billing trends) plus whatever specific insights your firm needs.