Custom Reporting for Clio Manage


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

  • Build your own custom report
    • Define your own custom reports, financial, budget, workflow, whatever you can think of
    • Data Tables, Charts (Bar, Line, Area, Radar, Pie)
    • Import/Export report definitions to share with other users
    • Import data from Excel spreadsheets
    • Export report data to Excel or CSV

  • Organize reports in custom dashboards
    • Build your own custom homepage with all your favorite reports
    • Place, move and resize reports within a dashboard
    • Add Dashboard(s) to your ReportZone landing page

  • Video Tutorials
    • New user tutorials
    • Create reports ad dashboards
    • Advanced and expert user tutorials

  • Supported Browsers
    • Chrome (Preferred Browser)
    • Microsoft Edge Version 84+
    • Safari
    • Firefox

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.

We will create reports for free if they do NOT include custom fields (with paid subscription).

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


Contact us for detailed quotes.

Click here to email us

Custom Dashboards

Need help with setting up new dashboards ?


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

Just use our intuitive dashboard editor.










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!

60 day Trial

Take your time to evaluate...

No restrictions

  • Create you own custom landing page
  • Predefined Reports
  • Predefined Dashboards
  • Create unlimited Custom Dashboards
  • Create your own custom Reports
  • Unlimited Conflict Checks against your Clio data
  • Import Custom Data from Excel
  • Export Clio Data as Excel or CSV
  • Access to global report repository
Sign Up And Get Started

Basic Plan

29.99 US$per user/month

359.88 US$
300.00 US$per user/year
  • Create you own custom landing page
  • Predefined Reports
  • Predefined Dashboards
  • Create unlimited Custom Dashboards
  • Create your own custom Reports
  • Unlimited Conflict Checks against your Clio data
  • Import Custom Data from Excel
  • Export Clio Data as Excel or CSV
  • Access to global report repository
Sign Up And Get Started

Group Admin Plan

59.99 US$per user/month

719.88 US$
600.00 US$per user/year
  • All functionality of Basic plan
  • Manage group users
  • Create custom landing page for group users
  • Create and manage Reports for group users
  • Create and manage Dashboards for group users

    • Group users have to have a ReportZone Basic license.

    Useful plan for legal service companies who need to manage reports for different Clio customers.

    With this plan you can create reports and dashboards that can be shared across a large number of users.

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