Services / Clio reporting
Every Clio matter in a spreadsheet, fresh every morning.
Partners think in spreadsheets, and Clio's data wants to stay in Clio. We build a nightly mirror: every matter, custom fields included, landing in Google Sheets as real data your formulas can use.
The problem
Getting reporting out of Clio usually means manual exports that are stale by the meeting, or a no-code sync that writes dates as text. A cell that says “05/13/2026 2:53 PM CDT” as a string looks fine and breaks every piece of date math built on it, which is how a firm ends up with dashboards nobody trusts.
Meanwhile the questions partners actually ask, how many open cases per stage, what's aging past a threshold, live one pivot table away, if only the data were there and correct.
How we build it
Mirror nightly
The sync runs once a day at 9pm firm time, so every morning starts with current data and nobody stops to build a report.
The whole record, not a summary
Each matter maps to a 230-column row: 193 custom fields plus the top-level and contact fields. If your firm runs on custom fields, a sync that skips them wouldn't answer the questions you actually have.
Real dates, real data types
Dates land as actual date cells, so DATEDIF, filters, sorts, and pivots all just work. This sounds small until you've debugged a report built on text dates.
Never lose the sheet
The sync writes before it clears, so a failed run leaves yesterday's data intact instead of an empty sheet. It's also strictly read-only toward Clio: nothing flows back.
Where it runs today
Runs daily at a Social Security disability firm, feeding two sheets: one with every matter, one filtered to the roughly 1,500 open ones the team actually works from.
230
columns mirrored per matter
~1,500
open matters, fresh daily
Common questions
Why not just use Clio's built-in reports?
They're fine until the question involves custom fields, cross-field math, or a pivot a partner wants to build themselves. A live mirror in Sheets means anyone at the firm can answer their own question without waiting on an export.
Can it write changes back to Clio?
Deliberately not. The mirror is read-only, which means no spreadsheet mistake can ever damage a case record. If you need writes into Clio, that's a separate system with much stricter safeguards, and we build those too.
Can we shape what lands in the sheet?
Yes. Which matters, which fields, and how they're laid out is all configuration. The live version mirrors everything precisely so downstream sheets can filter, rather than deciding upstream what someone might need.
Reporting straight out of Clio?
Book a free audit and we’ll walk your setup and tell you what this would look like at your firm, including what it would save.