Reports Overview

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Reports in Clio are designed to help your law firm track deliverables and get insights into all aspects of how the firm is performing. The Firm Dashboard is designed to offer managers, administrators, and users with reporting permissions insights into the utilization, realization, and collection metrics of their firms.

Note: Not all reports are available for all Clio subscription plans. Learn more about reports available on your subscription plan and upgrading your plan here.

Clio Manage detailed annual report

The detailed annual report shows a visual of your personal performance metrics. It displays the target billable time you aimed to reach by the end of the year compared to the actual billable time you logged for the year. The actual metric is composed of billed and unbilled time entries and does not include any non-billable time, expenses, flat or contingency fees, or discounts.

Important: You can only view this report if you have billing permissions, and your billing rate visibility is not restricted. Learn more here.

Set up personal performance target:

Before being able to view the report, you need to set up your personal performance target. Once your personal target is set up, you can begin recording time entries. 

  1. Go to Settings > Profile > Personal Performance.
  2. Enter your default user billing rate, the year’s target billings, the number of working days in the year, and the date the fiscal year ends.
  3. Click Save Performance Information.
  4. Start creating time entries.

 

View and manage detailed annual report:

You can view the detailed annual report right from your Personal Dashboard. You can also compare the actual value in the detailed annual report graph to the value in the Activities tab to check for consistencies and view a detailed breakdown of your billed and unbilled time.

View detailed annual report Compare report to Activities
  1. Go to Dashboard > Personal Dashboard.
  2. Scroll to the bottom of the page.

 

Clio Grow reports

Clio Grow offers reports for matters and referrals. See below for a summary of each report in Clio Grow and what type of information the report offers.

Matter report:

The matter report in Clio Grow shows visuals regarding lead source and matter types using the following three values:

  • Matters added: This refers to the number of leads or matters that have been added to the account within a given period of time. It is broken down by lead source and matter type. The report provides a visual representation, in either graph or table format, of which lead sources and matter types are generating the greatest number of cases.
  • Pipeline value: This refers to the value of your matters in the Pipeline within a given period of time. It is broken down by lead source and matter type. The report provides a visual representation, in either graph or table format, of the estimated matter value from each lead source and matter type.
  • Conversion rate: This refers to the total hired matters divided by the total of all matters added in a given period of time. It is broken down by lead source and matter type. The report provides a visual representation, in either graph or table format, of the percentage of clients that have been converted from leads to hired clients from each lead source and matter type.

Referral report:

The referral report in Clio Grow shows you matters that were referred to your firm. It provides a summary of which referral sources your potential clients are finding your firm from and the types of matters brought to the firm.

 

Clio Manage reports

Clio Manage offers reports for billing, client information, matters, online payments, productivity, tasks, and revenue. Clio Manage also offers a detailed annual report for billable time that you can view in the Dashboard. See below for a summary of each report in Clio Manage and what type of information the report offers.

Tip: Every report in Clio is unique in the criteria it uses to calculate financial data. This means that comparing reports is not recommended.

Billing reports

Accounts receivable report:
The accounts receivable report is designed to help firms determine and quantify billable amounts that are outstanding on all unpaid and past due bills on a per user, per client, and per matter basis. This report details amounts due on approved outstanding bills, partial payments made toward those amounts, accrued interest, and credit notes applied to bills.
Accounts receivable aging:
The accounts receivable aging report is designed to help firms track unpaid bills. This report groups overdue accounts receivables by the amount of time bills have been past due. You can use this report to follow up with clients whose bills are overdue.

Billing history:

The billing history report is designed to give firms a detailed view of bills that are unpaid (open), paid, and past due. This report shows bill status, due dates, payments, credit notes, interest, and the balance.
Matter balance summary:
The matter balance summary report is designed to give firms a quick view of unbilled receivables, current billable work in progress, and expenses in progress across matters. You can also show client trust balances.
Invoice payments:
The invoice payments report is designed to give firms a summary of bill payments and Clio Payments refunds made on bills, the allocation of payments toward each bill line item including overpayments, and the firm users responsible for the line items. This report shows accrued interest, tax, credit notes, and billable time and expenses. You can use this report to calculate staff compensation amounts based on billable work and for listing bill payments for account reconciliation.
Note: Time entries will be listed as Services and expense entries will be listed as Expenses on this report. If you see Uncategorized on the report, this means that the time and expense entries were aggregated on the paid bill. When activities are aggregated on a bill, they are no longer listed as separate Services and Expenses and instead are combined under Uncategorized. Learn more about bill generation options and what aggregate means here.

Client reports

Client activity:
The client activity report is designed to give firms a detailed breakdown of billed and unbilled time and expense activities across matters. This report does not include non-billable time.
Client ledger:
The client ledger report is designed to give firms a detailed view of client trust and operating transactions. This report also shows payments, disbursements, transfers, and balances.
Trust ledger:
The trust ledger report is designed to give firms a detailed breakdown of client and matter transactions and balances across all trust accounts. The report includes payments, disbursements, transfers, and balances. You can use this report to submit to regulators.
Trust management:
The trust management report is designed to give firms an overview of unbilled time and expense activities, trust account balances, and minimum trust thresholds. You can use this report to compare billable work against trust fund holdings.
Trust listing:
The trust listing report is designed to give firms a quick summary of client trust fund balances across all client accounts. This report includes an opening and closing balance summary.
Work in progress:
The work in progress report is designed to give firms a detailed view of unbilled time and expense activities for matters. This report only shows activities on bills in draft, bills pending approval, and activities not on any bills. It will not show activities on any approved or paid bills.
Bank account activity:
The bank account activity report is designed to give firms a detailed view of funds in and funds out across all firm bank accounts. This report also includes the account balance.

Matter reports

Matters:
The matters report is designed to give firms a detailed view of clients and matters. This report includes matter description, responsible attorney, originating attorney, last bill date, accounts receivable, whether the matter is billable, practice area, status of the matter, and the client’s name.
Matters by responsible attorney:
The matters by responsible attorney report is designed to give firms a quick view of matters grouped by responsible attorney. This report includes the client’s name and matter description.
Contact information:
The contact information report is designed to give firms a quick view of clients, their matters, and basic contact information. You can use this report to generate an email list.

Online Payments reports

Monthly statements:
The monthly statements report is designed to give firms using Clio Payments a detailed history of all online payments. You can use this report like a monthly bank statement for bookkeeping and tax purposes.
Ledger:
The ledger report is designed to give firms using Clio Payments a detailed view of all transactions by type and status. This report includes charges, fees, refunds, disputes, and payouts, along with transactions that are authorized, completed, failed, disputed, dispute won, dispute lost, voided, and refunded. You can use this report to reconcile records between bank accounts and transactions in Clio.
Transaction:
The transaction report is designed to give firms using Clio Payments a detailed view of all transactions including charges and fees.
Deposit:
The deposit report is designed to give firms using Clio Payments a detailed breakdown of all deposit amounts and respective transaction fees. You can use this report to identify total fees charged daily and monthly and view the net amount deposited.
Form 1099-K:
The form 1099-K report is designed to give firms using Clio Payments a detailed view of online transactions and settlements. This report is required by the Internal Revenue Service (IRS) for any account that has collected more than $20,000 USD using Clio Payments. This amount refers to gross amounts and does not include refunds, voided transactions, or adjustments. You can use this report for tax purposes.
Note: Some U.S. states, including Missouri, Illinois, Massachusetts, Maryland, Mississippi, Virginia, and Vermont have lower thresholds. Check with your state tax authority.

Productivity reports

Productivity by client:
The productivity by client report is designed to give firms a quick breakdown of how much has been billed toward specific clients, and the percentage that each client represents of the firm’s total billed time and expense activities.
Productivity by user:
The productivity by user report is designed to give firms a summary of each firm user’s time and expense. The history is broken down by unbilled, billed, and total amounts. Unbilled amounts are activities on unapproved bills, such as bills in draft and bills pending approval. Billed amounts are activities on approved bills that are unpaid or paid. This report also includes discounts and is referred to as the lawyer productivity report.
Matter productivity by user:
The matter productivity by user report is designed to give firms a detailed view of each user’s billed, unbilled, and non-billable time and expense activities grouped by matter.

Task reports

Task progress by user:
The task progress by user report is designed to give firms a detailed overview of each firm user’s task progress in each task status, including pending, in progress, in review, completed, and total completed tasks. This report also includes time estimates and actual time tracked.
Task productivity by user:
The task productivity by user report is designed to give firms a detailed overview of each firm user’s task productivity, which is measured by the number of tasks each firm user has upcoming, overdue, and completed.

Revenue reports

Revenue:
The revenue report is designed to give firms a detailed overview of unbilled, billed, and collected time and expense activities. This report also includes taxes, credit notes, discounted time, and discounted expenses by matter. You can use this report to help quantify key performance metrics on a per user, per client, and per matter basis.
Originating attorney revenue:
The originating attorney revenue report is designed to help firms visualize and quantify how much revenue each attorney in the firm has brought in. This report includes taxes, interest, fees, and collected time and expense activities. You can use this report to determine your firm’s bonus payout to attorneys.
Fee allocation:
The fee allocation report is designed to give firms a detailed view of time and expenses each firm user has billed and collected for each matter. This report also includes accounts receivables and credit notes. You can use this report to determine your firm’s bonus payout to attorneys.

Compliance reports

Law Society of Alberta (LSA) trust report:

The LSA trust report is designed to help Alberta firms stay compliant with the LSA by providing records of trust account activity. The report contains four sections that report on different information:

  • AL: This section includes unpaid time and expenses and taxes on a per matter basis for the selected report year. A client will appear in this report if they have transactions in their trust account and at least one unpaid bill.
  • BAR: This section includes all bill payments, credit notes, and outstanding amounts in the year of the report.
  • TL: This section includes the opening trust balance for each matter for the year the report is run on.
  • TT: This section includes all transactions made in the trust accounts for the specified report year.

Note: This report is not available by default. If you need to this report, contact Clio Support.

 

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