Clio Duo can help you generate real-time reports and stay on top of your personal performance metrics. Clio Duo can generate any of the standard reports available in Clio and provide insight into your performance.
Important: Clio Duo is not available on all subscriptions. See which plans have Clio Duo here. If you need to upgrade your firm’s plan, ask a firm administrator.
Tip: You can learn more about generating reports in Clio Manage here.
Generate reports
When using Clio Duo to generate reports, Clio Duo will request missing information to ensure the accuracy of your report.
Note: A query is the inquiry, request, or command entered in the Clio Duo chat. You can download a list of example queries here.
- In Clio Manage, click the Global Search bar to reveal the Ask Duo subtab.
- Click the Ask Duo subtab to open the chat window. Alternatively, you can click the Clio Duo badge next to the Global Search bar to open the chat window.
- Ask Duo to generate a report:
- Generate the productivity by user report for the past month.
- Tell me about my firm's revenue performance for the past month.
- Click to view the report.
Monitor personal performance targets
- In Clio Manage, click the Global Search bar to reveal the Ask Duo subtab.
- Click the Ask Duo subtab to open the chat window. Alternatively, you can click the Clio Duo badge next to the Global Search bar to open the chat window.
- Enter a personal metric query. You can ask about the following:
- Billed Hours: Ask Duo to show you the total hours billed over a certain period.
- Unbilled Hours: Request a report on hours logged but still need to be invoiced.
- Billable Hours: Get a summary of all billable time that has been logged.
- Collected Hours: Ask for the total hours for which payments have been received.
- Collection Rate: Request your collection rate to see what percentage of billed hours has been successfully collected.
- Non-Billable Hours: Duo can show non-billable hours to help track administrative or non-client work.
- Realization Rate: Check how effectively your billable hours are being converted into revenue.
- Uncollected Hours: Get a snapshot of any unpaid or outstanding hours.
- Untracked Hours: Duo can help identify any time that has not yet been logged.
- Utilization Rate: Ask Duo for your utilization rate to see the percentage of your available hours spent on billable work.