To streamline the process of creating custom reports, Clio Manage organises available data into logical datasets that contain related data. This makes it easier to find the specific data fields you need to answer questions related to particular topics.
When you generate a report, you will be able to choose a particular dataset and you can view the various fields and calculations available along with their descriptions to help you choose the most appropriate data to include in your report.
Account transactions dataset
The Account Transactions dataset gives you access to Clio Manage data related to your operating and client funds transactions along with information related to transaction dates, bills, client funds requests, matters (both standard and select custom fields), and contacts (both standard and select custom fields), allowing you to answer questions at the meeting point of the data. Custom fields that are of the type Contact select, Matter select, or Text (Multi-line) are not available for use in custom reports.
You can refer to the previous examples for the Bills and Time entry productivity datasets to understand how to leverage any dataset to create relevant reports in order to make data-driven decisions for your firm.
Bills dataset
The Bills dataset gives you access to Clio Manage data related to bills, payments, and balances, along with information related to matters (both standard and select custom fields), contacts (both standard and select custom fields), and bill dates, allowing you to answer questions at the meeting point of the data. Custom fields that are of the type Contact select, Matter select, or Text (Multi-line) are not available for use in custom reports. The following example scenario can help you understand how to gain insight into your firm’s billing.
Imagine you need insight into the amounts you billed over the course of the last two years, along with information about how much you collected on these bills vs how much remains unpaid. You also want to know how these amounts were different for matters with different practice areas. Since the bills dataset comprises the information you require, you can generate a report to provide you with these insights.
When you generate a report, you can select the Practice area and Bill due year fields and the Payment total and Bill balance total calculations.
Then, use the filters and columns to refine the report (step 2) for your specific question. In the current example, you might do the following:
- Click Filters and adjust the time period to include data from the last two years.
- Add a filter where you set the Bill due at date value to a period spanning the last two years.
- Use the grouping function to group by Bill due year, then by Practice area.
For this particular example, you can also arrange the columns to provide the same information you obtain using the grouping function. You can arrange the columns so that the table is organised first by Bill due at year (as the first column), then Practice area (as the second column) to organise billings and payments in the table list.
Calendar entries dataset
The Calendar entries dataset gives you access to Clio Manage data related to your calendar entries, including the calendar events' titles, descriptions, dates, times, and locations, the total number of calendar events and the total duration of the events, various matter fields for the matters that are related to the calendar entries (including select matter custom fields), various contact fields for the contacts associated with the calendar entries (including select contact custom fields), and more. Matter and contact custom fields that are of the type Contact select, Matter select, or Text (Multi-line) are not available for use in custom reports. This dataset allows you to gain insights about your how your firm members plan and attend meetings and other scheduled events.
You can refer to the previous examples for the Bills and Time entry productivity datasets to understand how to leverage any dataset to create relevant reports in order to make data-driven decisions for your firm.
Fee allocation dataset
The Fee allocation dataset gives you access to data on how collected fees are split among the users assigned to a matter's Originating Lawyer, Responsible Lawyer, and Responsible Staff roles, based on the allocations set in the firm's fee allocation settings or fee allocation settings applied to matters. This dataset allows you to distinguishes between the firm member who earned fees for their work (fee earner) and firms users who may be credited with a share of the earned fees as part of firm policies. For example, matters where a firm member is added as the originating attorney may be credited a certain percentage of the fees earned by the responsible attorney on that matter. The dataset provides access to Clio Manage data related to allocation roles and firm members listed in allocation settings, allocation percentages, fee earner information, collected time, and allocated amounts.
Online payments dataset
The Clio Payments dataset gives you access to Clio Payments transaction data, including charges, refunds, chargebacks, reinstatements, fees, surcharges, and payout dates, along with information related to clients, and bank accounts, allowing you to answer questions at the meeting point of the data.
You can refer to the previous examples for the Bills and Time entry productivity datasets to understand how to leverage any dataset to create relevant reports in order to make data-driven decisions for your firm.
Matters dataset
The Matters dataset gives you access to Clio Manage data related to your matters, including matter open and close dates and the stage of the matter, matter bill information, firm members working on matters, select matter custom fields and more. The dataset also provides contact information related to your matters (both standard and select custom contact fields), allowing you to gain deep insights related to your firm's matters. Custom fields that are of the type Contact select, Matter select, or Text (Multi-line) are not available for use in custom reports.
You can refer to the previous examples for the Bills and Time entry productivity datasets to understand how to leverage any dataset to create relevant reports in order to make data-driven decisions for your firm.
Payments & credit notes dataset
The Payment & Credit Notes dataset gives you access to Clio Manage data related to collected and credited monetary values and hours, etc., along with information related to matters (both standard and select custom fields), contacts (both standard and select custom fields), payment and bill dates, and firm users allowing you to answer questions at the meeting point of the data. Custom fields that are of the type Contact select, Matter select, or Text (Multi-line) are not available for use in custom reports.
You can refer to the previous examples for the Bills and Time entry productivity datasets to understand how to leverage any dataset to create relevant reports in order to make data-driven decisions for your firm.
Time entry productivity dataset
The Time entry productivity dataset gives you access to Clio Manage data related to non-billable, billable, billed, unbilled, and tracked hours, along with information related to activity dates, matters (both standard and select custom fields), contacts (both standard and select custom fields), and firm users to answer questions at the meeting point of the data. Custom fields that are of the type Contact select, Matter select, or Text (Multi-line) are not available for use in custom reports. The following example scenario can help you understand how to gain insight into your firm’s productivity and some of the factors that may affect productivity.
- You want to determine how productive different members are at your firm in order to offer development opportunities where it may be needed.
- You want to determine which matter types or practice areas are more lucrative for your firm.
Since the Time entry productivity dataset comprises the information you require, you can generate a report to provide you with these insights.
When you generate a report, you can select the Matter description, Practice area, and User full name fields and the Billed hours value, Unbilled hours value, and Utilisation rate calculations. Then, use the filters and columns to refine the report for your specific question. In the current example, you might do the following:
- Click Filters and adjust the time period to include data from the previous quarter to get a representative time range to answer your questions.
- Click Filter, then select the activity date for Last quarter.
- To answer the first question, use the grouping function to group by User full name to view the Billed hours value, Unbilled hours value, and Utilization rate per firm user. You can save this report view if you are interested in referring to it again.
- To answer the second question, change the grouping to group by Matter description or Practice area, whichever option you find the most relevant. The Practice area field has a limited number of categories, making grouping easy, but if your firm uses consistent Matter descriptions, this field may also be useful in this example. Once again, you can save this report view if you are interested in referring to it again.