Customer Stories

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  “We're no longer spending hours updating Excel spreadsheets. I literally hit export on a bi-weekly basis, and we're able to get all of the data we're looking for in Clio, so we know it's accurate.”

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  Very Law replaced a staff member’s daily manual report-building process, freeing an hour each day and revealing case-source and practice-area profitability data.

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  The nine-attorney firm replaced at least 10 hours a month of manual spreadsheet work with fresh daily data and recurring profitability reports.

Showing 34 of 34 stories

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  Clio reporting required trial and error. LawKPIs gave the firm clear, color-coded reporting and automated email delivery after Natasha evaluated three other providers.

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  Steven was building productivity reports manually in Excel. LawKPIs brought office and practice-area views together and made weekly reporting easier.

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  Erin needed more detail than Clio reports provided. LawKPIs combined Clio Grow, Clio Manage and Google Analytics in one place and automated reporting.

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  “Now that we have LawKPIs, I'm going in pretty much every day to evaluate where we are, how our employees are performing, and how the attorneys are performing for their clients.”

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  Alexandria brought billing, accounts receivable, referrals and matter-closure data together in the primary dashboard she reviews each week.

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  When a prior provider stopped supporting fee allocation, LawKPIs supplied the reporting the six-attorney firm needed.

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  “We're no longer spending hours updating Excel spreadsheets. I literally hit export on a bi-weekly basis, and we're able to get all of the data we're looking for in Clio, so we know it's accurate.”

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  A financial adviser’s perspective on using real-time LawKPIs dashboards to guide law firm leadership without waiting for period-close reporting.

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  Joshua moved from calculator-based KPI tracking to reporting tailored to a growing flat-fee firm of about six attorneys and 10–11 team members.

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  LawKPIs Client Testimonial - Nicole Tedford, COO, CPN Legal.

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  CPN Legal — partner perspective on LawKPIs

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  Shari Borek, Clio Certified Consultant, Applauds LawKPIs at Clio Con 2023!

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  Alexander Almazan Raves About LawKPIs at Clio Con 2023!

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  Why Atticus Family Law, S. C. Law Loves LawKPIs: Natasha's Insights

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  King Law Thrives with LawKPIs Reporting Solution and accolades LawKPIs at Clio Con 2023!

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  Efficiency Unleashed: Stuart Rudner Applauds LawKPIs' Streamlined Reporting at Clio Con 2023!

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  Empowering Financial Success: Angie Beydler's Journey with LawKPIs at Clio Con 2023!

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  Transformative Success: Kelly Ryan of Ryan Immigration Group with LawKPIs at Clio Con 2023!

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  Kari says LawKPIs gives Bortman Law more visibility into utilization, collection rate and data gathering as a whole.

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  Very Law replaced a staff member’s daily manual report-building process, freeing an hour each day and revealing case-source and practice-area profitability data.

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  Thad uses daily backlog views to balance work across about six attorneys and roughly twice as many legal assistants and paralegals.

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  Lisa describes LawKPIs as helpful and flexible for configuring the numbers Spring Law needs to use.

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  A consulting partner’s perspective on customizable LawKPIs dashboards for Clio users who need more robust reporting.

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  Rob describes LawKPIs as a radar for the firm: core information he uses to help run DFPB Law.

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  Ale uses real-time Clio data to quickly check team performance, average case value, cash flow and year-over-year revenue.

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  Natalie says seeing her data and numbers together has brought her back into analysis for better business decisions.

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  Rose-Ellen says LawKPIs turned Clio data that was hard to see into visual reports with drill-down detail, backed by responsive report updates.

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  Latashia describes using LawKPIs to pull the case-related reporting the firm needs from its Clio data.

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  The nine-attorney firm replaced at least 10 hours a month of manual spreadsheet work with fresh daily data and recurring profitability reports.

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  Jose uses one place to review firm growth, project forward and hold the team accountable with fairness and accuracy.

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  Jeffrey uses customized dashboards to understand financial health from intake through performance, beyond standard Clio reporting.

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  “I've been using LawKPIs for about a year to give me instant, real-time information on the basics of my firm finances that I would have to run multiple reports from Clio to get otherwise. It allows me to quickly keep a gauge on my law firm economics without spending a lot of time doing that.”

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  Olivia uses LawKPIs to track case-manager caseloads, attorney settlement amounts, monthly intake and where intake originates.

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  “For the first time, we have one clear place where we can go and know the data will be current and accurate. When you're running a growing firm, having that single source of truth is incredibly powerful.”