Start with your Clio data
Connect Clio Manage and Clio Grow, choose the available tables and fields you need, and load them into your reporting workspace.
Less manual data gathering.THE NEXT GENERATION OF REPORTZONE
Your data.
A clearer picture.
Meet ReportZone Next Generation, custom Clio reporting software for law firms. Move beyond the standard report and turn your Clio data into answers that help your law firm see what matters and decide what comes next.
Available in all Clio regions: US, EU, CA, and AU.
Firm overviewILLUSTRATIVE
THE BIG PICTURE
A practice in perspective.
Revenue collected
$128,450Collections overviewOpen matters
84Across practice areasBillable hours
612Time at a glanceRevenue by month
CollectedSample data and illustrative layout, not a live app screenshot.
LESS ASSEMBLING DATA. MORE UNDERSTANDING IT.
Clio Manage / Clio Grow / Your next connectionFROM INFORMATION TO INSIGHT
Reporting that works
the way you think.
Your questions shouldn't have to fit someone else's template. Build a view of your business around the details that matter to you.
Ask a better question
Use SQL joins, filters, and calculations to explore relationships across your loaded data. Test a read-only query in the SQL sandbox.
Go beyond a single data table.Make the answer clear
Present results as tables, charts, or headline numbers. Organize saved reports, dashboard definitions, and custom views around your workflow.
A useful perspective, not just more rows.Bring your own AI
Export a schema-based report brief for your preferred AI, then import and review its report definition. Report Zone does not make AI calls; provider costs are separate.
Your AI account. Your review and approval.Explore reporting use cases: Clio matter reporting, collections reporting, and billable hours reporting.
YOUR CHAT CLIENT. YOUR NEXT REPORT.
Already use AI?
Put it to work on reporting.
Use an existing chat client such as ChatGPT, Claude, or Gemini to help create a ReportZone report. Export a schema-based brief, share it in your chosen chat, then bring the generated report definition back to ReportZone for review.
No direct AI connection or new AI subscription through ReportZone. You control what you share, and review generated SQL and JavaScript before execution.
See the AI-assisted workflowBUILT AROUND YOUR PRACTICE
More clarity for the
business of law.
Your firm already has valuable information in Clio. Report Zone helps you explore it in the context of your own goals.
Let's talk about your firmUnderstand your matter mix
Explore matters by status, responsible attorney, or practice area to build a clearer picture of your workload.
Put time and billing in context
Build reports around available activity, billing, and payment data to investigate the questions behind your numbers.
Explore your intake pipeline
Use available Clio Grow data to examine prospective clients and intake activity alongside your firm's reporting needs.
Use cases depend on your Clio subscription, API permissions, available fields, and report configuration. Data reflects your last completed load or update, not a live feed.
A STARTING POINT, NOT A BOUNDARY
Different industries.
The same need for answers.
Clio is the current integration focus. If your business tools expose an accessible API, let's explore a custom connection and reporting workflow for your industry.
Legal & Clio
Clio Manage and Clio Grow data loading, with configurable tables and fields for your firm's reports.
Explore law-firm use casesYour industry, connected
Professional services, finance, operations, and other API-enabled businesses: start with your system and the questions you need to answer.
Discuss your APIOther connectors are not included out of the box. Feasibility, authentication, API access, implementation scope, and any costs must be assessed individually.
A PRACTICAL PATH TO YOUR FIRST REPORT
Connect. Explore. Make it yours.
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Choose your sources
Authorize Clio and configure the data you want to load.
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Shape your report
Define queries and presentation, or review a definition created with your own AI.
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Return with a purpose
Save your reports and update supported tables when you need a fresh view.
GOOD QUESTIONS
A little more detail.
Is Report Zone part of Clio?
No. Report Zone is an independent application, not affiliated with or endorsed by Clio. Clio is a trademark of its respective owner. Access to Clio data requires an authorized account and appropriate API permissions.
Can I connect any API right away?
Not automatically. Clio Manage and Clio Grow are the current integration focus. Other APIs require a feasibility review and custom integration work. Contact us with your provider and reporting requirements.
How does the AI workflow handle my data?
The report brief contains configured schema information, not client records or credentials. If you include an existing report definition, review it for sensitive literals before sharing. You send the brief to your chosen AI yourself. Review imported SQL and JavaScript before approving execution; AI output can be incorrect or unsafe.
Where is my reporting data stored?
The app loads reporting tables into an account-scoped database in your browser. App settings and report definitions use separate private AWS storage. Use managed devices and your firm's data-handling policies; browser-local storage is not a compliance certification.
How do I get started or discuss pricing?
Explore pricing and licensing, or email report.zone.contact@gmail.com to discuss a demo, availability, pricing, and your reporting requirements. Already have access? Sign in to Report Zone.
SEE WHAT YOUR DATA CAN TELL YOU
Your next insight
starts with a conversation.
Let's explore your reporting
No forms. No client data needed. Just your questions.