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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.

Clio dashboard
Clio
+
Plecto

Partner website

www.clio.com

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.

Additional help

help.plecto.com/data-management/integration-guides/clio

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?

Accounts

Update frequency
Every 2m

Default date field
Created at

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

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

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

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.

See our integrations

2. Build dashboards

Use our prebuilt KPI dashboards or customize your own by using formulas to calculate more advanced metrics.

Learn more about our dashboards

3. Boost team performance

Share real-time insights with your team and boost performance by 20% with visualizing data on dashboards.

Read our customer stories

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.