Custom Reporting


Email us for more info
  • Data Sources
    • Clio Manage Data direct import
    • Standalone/Excel spreadsheet data import
    • Other integrations are in progress...
    • We build custom integrations into ANY platform

  • Build your own custom report
    • Filter data with our UI Query Builder, or run custom SQL
    • Data Tables, Charts (Bar, Line, Area, Radar, Pie)
    • Import/Export report definitions to share with other users
    • Import data from Excel spreadsheets

  • Organize reports in custom dashboards
    • Place, move and resize reports
    • Build your own custom homepage with all your favorite reports

  • Supported Browsers
    • Chrome (Preferred Browser)
    • Microsoft Edge Version 84+
    • Firefox/Safari still have some minor issues...

Dashboards and Report

Providing insight into your data

Reports YOU need, they way YOU want them.

With ReportZone you can create you own custom reports with your choice of visualization. You are not bound to what is provided by the application. Our pre-defined report templates can also be changed in any way you like.

YOU decide what data you want to report against.

Pick your data, pick your report type (table, graph), and add the resulting template to your own custom dashboard.

  • Unlimited Reports
  • Unlimited Dashboards
  • Many predefined report templates
  • Create your own custom templates

Add Reports and Dashboards to top level Landing page view.












Services

For those clients who need help to define new reports we'll help you build them.

Custom Reports

Send us a report request and we'll build it for you.


Custom report definitions are charged by the hour @75 $US per hr.

Typically a report definition takes between 10-30 minutes to create, but complex reports may take longer.

Custom Dashboards

Need help with setting up new dashboards ?


We can help with that too, though it is fairly simple to do yourself.

Just drag and drop reports into a dashboard within the application.










Pricing and Licenses

Open for trials, just create an account at Report Zone App and sign in.

Available for ALL Clio customers in all Regions (CA,US,EU,AU) !


Discounted pricing available for 5 or more licenses!

Trial

Try it for free

  • Unlimited Custom Reports
  • Unlimited Custom Dashboards
  • Report and Dashboard Designer
  • Conflict Check
  • Import Data from Excel
Sign Up And Get Started

Basic Plan

29.99 US$per user/month

300.00 US$per user/year
  • Create you own custom landing page
  • All predefined Reports
  • All predefined Dashboards
  • Unlimited Custom Dashboards
  • Create your own custom Dashboards
  • Unlimited Conflict Checks against your Clio data
  • Import Custom Data from Excel
Sign Up And Get Started

Frequently Asked Questions

  • Where is my client data stored ?

    ReportZone downloads your client data onto your own device.

    The first time you sign in it will take up to 2 minutes (or more if you have more than 2000 matters) to load all the data. After the initial load all data is stored in IndexedDB on your workstation (IndexedDB is a web standard for storing large amounts of data locally and is supported by all major Browsers). On all subsequent reloading, data is only refreshed/updated after a certain threshold (default 4hrs since last load) has passed, however this can be overridden in the user preferences.

    You also have the option of purging all data from your local workstation at any time


    You can find our training videos in our ReportZone Youtube Video Channel
  • Just sent us an email at report.zone.contact@gmail.com