ReportZone helps teams build custom reports, dashboards, and visualizations that move faster than static spreadsheets and better than one-size-fits-all templates.
Built for law firms that need clarity on matters, trust balances, profitability, and operations.
ReportZone gives legal teams control over their reporting stack with custom views, drill-down reports, and advanced data shaping built for Clio Manage.
Create up to five custom views, each with its own collection of reports and dashboards, plus a home page that opens with curated, predefined content.
Choose the Clio data fields you want to work with and discover what each field means in your reporting model.
Reload and update only the report data that a specific report needs so your dashboards stay current without unnecessary delays.
Apply filters at the dashboard level so every report on the page responds consistently, and add sub-reports that drill into a specific row’s underlying details.
Give users control over report presentation with column filters, totals, and customization for currency, number, and string formatting.
Link reports to external web applications, transform results with SQL and JavaScript, and export polished data to Excel or CSV.
Start with Clio Manage data or bring in your own workbook to shape the analysis around your business.
Create tables, charts, visuals, filters, and totals that answer your team’s most important questions.
Publish to dashboards, share definitions with colleagues, and make reporting part of daily decision-making.
One ReportZone customer needed a report that consolidated matter trust balances, accounts receivable, and work-in-progress into a live view grouped by matter, client, year, and practice area. With ReportZone, that report became a shared resource for operations and leadership.
Start with a trial, upgrade for ongoing support, and scale reporting across your organization.
Free
US$34.99/month
US$350.00/year
Need a report that doesn’t exist yet? Our support team can help create new custom reports tailored to your workflow. Each annual license includes 3 hours of custom work, and additional time is billed at $75/hour.
From planning a new report to building it for your team, ReportZone support can help you turn a reporting need into a usable solution.
ReportZone downloads client data onto your own device and stores it in IndexedDB in your browser, so your data remains local while you work.
Send an email to report.zone.contact@gmail.com and share the outcome you need. We can help you design it or build it for you.
Yes. You can bring in standalone spreadsheet data and combine it with Clio Manage data to create richer reporting views.
