Custom Clio dashboards
Build customized Clio dashboards that visualize your business metrics and KPIs in real time. Import your data directly from Clio and create your own dashboards.
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About Clio
Clio is a legal technology company that offers cloud-based software for managing various law practice tasks including client intake, contact management, calendaring, document management, and more.
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Create real-time Clio dashboards with Plecto
Our Clio integration enables you to create a complete overview of your legal KPIs in real time. Build fully customized Clio dashboards with Plecto and add value to your business metrics through meaningful visualizations.
Display your KPIs on different widgets, including graphs, speedometers, charts, tables, and more! Make it easier to identify the progress towards your goals by adding conditional colors.
Make use of Plecto's unique gamification features by creating leaderboards and contests that spark motivation among your legal team. Set up custom notifications that trigger every time an employee achieves a goal, such as completing a task, closing a new client, or reaching their quarterly targets!
With Plecto's integration to Clio, you can create and configure legal dashboards focused on your accounts, activities, transactions, tasks, and more. With Plecto, you can easily display your KPIs on TV screens across the office, on your computer, or access them from your mobile device, thanks to our iOS and Android apps.
What types of data can you import from Clio?
Tasks
Update frequency
Every 2m
Default member field
Assignee ID
Default date field
Created at
Supports custom fields?
No
Supports automatic registration deletion?
No
Supports relations? (BETA)
Yes
Activities
Update frequency
Every 2m
Default member field
User ID
Default date field
Created at
Supports custom fields?
No
Supports automatic registration deletion?
No
Supports relations? (BETA)
Yes
Bank Transactions
Update frequency
Every 2m
Default date field
Created at
Supports custom fields?
No
Supports automatic registration deletion?
No
Supports relations? (BETA)
Yes
Bills
Update frequency
Every 2m
Default member field
User ID
Default date field
Created at
Supports custom fields?
No
Supports automatic registration deletion?
No
Supports relations? (BETA)
Yes
Contacts
Update frequency
Every 2m
Default date field
Created at
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
Matters
Update frequency
Every 2m
Default member field
User ID
Default date field
Close date
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
Accounts
Update frequency
Every 2m
Default date field
Created at
Supports custom fields?
No
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
How it works
1. Connect your data sources
One-click real-time integration with our dashboards to the most popular CRM, support and other business systems.
2. Build dashboards
Use our prebuilt KPI dashboards or customize your own by using formulas to calculate more advanced metrics.
3. Boost team performance
Share real-time insights with your team and boost performance by 20% with visualizing data on dashboards.
Boost performance with real-time insights
Plecto is a data visualization software that helps you motivate your employees to reach new limits and stay on top of your business.
