In Clio, the Manage section holds your firm's tasks, time, billing, payments, bank accounts, and reports. Each item opens the records for one part of your practice, so work moves from a task to a time entry to a paid invoice. Knowing what each item holds helps you find a bill, a payment, or a performance metric without searching.
Tip: To change settings for the Manage section, click Manage settings in the user menu. Learn more in Set Up Clio Manage. The header, daily operations, and shared records such as Matters and Contacts are covered in Navigate Clio.
Open the Manage dashboard
The Manage dashboard measures your own performance and the firm's billing, utilization, realization, and collection. Some sections depend on your role and permissions.
- In the left navigation, click Manage.
- Click Personal Dashboard or Firm Dashboard.
Personal Dashboard
The Personal Dashboard tab gives you a snapshot of your own performance. Sections marked for billing users are available to administrators and to users with billing and reports permissions whose billing rate visibility is unrestricted.
| Section | What it holds | Who can access it |
|---|---|---|
| Hourly Metrics | Your Billable Hours Target compared with the billable time you logged, for Today, This Week, This Month, or This Year. Non-billable time sits outside this metric. | Every user |
| Invoicing Metrics for Firm | The number and total value of draft, unpaid, and overdue invoices. Click View on a card to open the matching invoices. | Billing users |
| Financial Metrics | Actual, expected, and target billed time for today, this week, this month, and this year, plotted against your performance targets. The calculations use a 260-day year to account for weekends. | Billing users |
| Detailed Annual Report | The target billable time for the year compared with the billable time you logged. [VERIFY: section remains below Financial Metrics.] | Billing users |
To set your personal performance targets, click Personal performance settings in Hourly Metrics. Learn more in the "Set up personal performance target" section of Clio Manage Detailed Annual Report.
Firm Dashboard
The Firm Dashboard tab gives managers, administrators, and users with reporting permissions the utilization, realization, and collection metrics for the firm. Use the date selector at the top of the page to choose a year. Every metric uses the activity date, not the payment or bill date.
| Metric | What it measures | How it is calculated |
|---|---|---|
| Utilization | Productivity, as the share of the day spent on billable work | Billable hours worked divided by available working hours for the days in the month, based on an eight-hour available workday |
| Realization | Value efficiency, as the share of recorded billable work that reaches a bill, excluding discounts | Total billed hours minus discounted hours, divided by total billable hours worked |
| Collection | How much billed work clients have paid for | Total hours collected divided by total non-discounted hours billed |
Each user's working days come from their personal performance target. If your firm uses multiple currencies, select a currency from the currency dropdown on either dashboard tab to list metrics in a currency other than the firm's default currency.
Track tasks and time
All tasks and Time & expenses hold the full tables of tasks and time entries for your firm. Your own tasks for the day sit on Today in the Your tasks tab.
All tasks
In All tasks, you can list outstanding or completed tasks, search by date range, and filter the results. You can also manage task types, task lists, and task feeds, and create new tasks. Learn more in the Tasks articles.
Time & expenses
In Time & expenses, you can list time entries or expense entries, sort by date range, search with a keyword, add or remove columns, and filter the table. You can also manage activity categories and add new time and expense entries. Learn more in the Activities articles.
Bill clients and collect payments
Invoices, Online payments, Accounts, and Accounting hold your billing, payment, and banking records.
Invoices
In Invoices, you can list current or outstanding bills, group bills by bill state, search by bill ID, add or remove columns, and filter the table. You can also record payments on bills and generate new bills. Learn more in the Invoicing articles.
Online payments
In Online payments, you can list the transaction history for all clients, or for authorized, completed, or failed transactions. You can also list payment plans by all plans, active plans, stopped plans, and completed plans for fully paid bills. From this page, you can create new payment plans and new transaction charges. Learn more in the Payments articles.
Accounts
In Accounts, you can list your connected bank accounts, export account information, create new bank accounts, add or remove columns, and filter the table. Learn more in Create and Manage Bank Accounts.
Accounting
Accounting opens Clio Accounting in a new browser tab for firms that activate it. Learn more in the Clio Accounting articles.
Run reports and connect apps
Reports measures every part of your firm's performance, and App integrations connects Clio to the other applications your firm uses.
Reports
In Reports, you can generate reports on every part of your firm's performance. Filter reports by category, with details of the data each report includes. Learn more in the Reports articles.
App integrations
Through the Clio App Directory, App integrations holds three tabs. On the Home tab, explore the apps that fit your firm's needs. On the Search tab, search by keyword for an integration, then add it to your account. The My Integrations tab lists your active integrations. Learn more in the Integrations articles.
Up next
- Navigate Clio: Find the header, daily operations, and shared records.
- Clio Manage Detailed Annual Report: Set personal performance targets and track billable time for the year.