Channel PartnerCustom DevelopmentThe Clio reports your firm actually needs.
We build custom reporting modules, dashboards, and integrations on top of Clio Manage and Clio Grow. Fixed monthly pricing, built for firms of 1–20 lawyers.
Clio's built-in reports stop where your questions start.
Partners want originating-attorney, realization, and WIP numbers — so someone exports to Excel every month.
The “enterprise” reporting add-ons cost more per month than your Clio subscription does.
We fix this with reporting modules built directly on the Clio API — and we own the maintenance.
Custom Clio Reporting Modules
A reporting module is a report or dashboard we design with you, build against your Clio data, and deliver on a schedule — emailed PDF, live web dashboard, or both. It updates itself. You never export to Excel for it again.
Matter Pipeline & Stage Aging
Every open matter by stage, days-in-stage, and responsible attorney.
Billing Realization & Write-offs
Billed vs. worked vs. collected, by attorney and practice area.
Originating Attorney / Fee Allocation
Who brought it in, who worked it, how fees split.
Trust Account Flags
Low balances, matters with trust but no activity, compliance exceptions.
Time-Entry Compliance
Who's behind on time, unbilled WIP by age.
Practice-Area Profitability
Revenue, hours, and margin by area of law.
Don't see yours? Most of what we build starts as “can Clio show me…?” Bring us the question.
You show us the spreadsheet you build by hand; we tell you if it's buildable and what it costs. Usually yes.
We build against your live Clio data, you review, we iterate.
Weekly/monthly email, live dashboard, or both. We maintain it as Clio's API changes.
Reporting pricing
Fixed monthly SKUs. No four-figure implementation fee to see your own data.
- Self-serve OAuth connect
- Pre-built modules: pipeline, billing aging, time compliance, trust flags
- No setup fee
- Designed with you against your live Clio data
- Priced by complexity, quoted before we start
- Maintenance included as Clio's API changes
- Everything in Firm Snapshot
- Up to three bespoke modules
- Founding-firm pricing locked for 12 months
Need something beyond these modules, like a custom integration or migration? That work is quoted fixed-price after a scoping call and typically starts at $5,000. Prices shown in USD — CAD billing available, and Canadian tax and trust rules are handled.
We read your Clio data. We never touch it.
Law firms ask about this first, so here it is up front. Everything below is also in our client agreement.
Read-only Clio access
You connect through Clio's own OAuth screen. We request read scopes only — we can't create, edit, or delete anything in your Clio account.
Revoke in one click
Disconnect us from your Clio settings at any time. Access ends immediately and reports stop generating.
Trust balances stay in Clio
Trust reporting reads balances live and flags exceptions. We don't store client ledgers or hold a copy of your trust records.
Encrypted in transit and at rest
All traffic to Clio and to your dashboard runs over TLS. Cached report data is encrypted at rest and scoped to your firm only.
Your data stays yours
Never shared, sold, or used to train models. Cancel and we delete cached data within 30 days; delivered PDFs and exports are yours to keep.
Medical records stay out by default
Reports pull matter, billing, and time data, not medical records. If a personal injury or malpractice report needs PHI, we put Business Associate Agreements in place with every tool involved before we build.
Questions firms ask before booking
Anything not covered here, bring it to the reporting call. It's what the thirty minutes are for.
Any Clio Manage plan with API access, which is every current tier. You don't need Clio's enterprise reporting add-ons — replacing those is usually the point.
Show us the spreadsheet you build by hand.
Thirty minutes. We'll tell you if it's buildable and what it costs.
Devnull Digital is an independent consultancy and Clio Channel Partner. Clio is a trademark of Themis Solutions Inc.