Take Clio Manage further – custom reports & smarter tools for your firm.
Simply Legal enhances your experience with Clio Manage by giving you tools Clio doesn’t – custom reports, data exports, and little fixes that make a big difference. Whether you’re a solo attorney or part of a growing firm, we help you see more, do more, and get more from your data.
All reports are customizable for your firm’s specific needs – or we can build new ones for you from scratch.
Time entered, invoiced, and paid
See billable hours and dollar amounts entered, invoiced, and paid – per attorney, per timeframe – with a calculated collection rate.
Credit notes
A clear list of all credit notes issued during a specified timeframe.
Matter-related contacts
Export a PDF list of contacts connected to matters, filterable by matter.
Time paid vs. credit notes
Like the audit report, but for standard, non-voided payments – ideal for reconciling collections.
Matters to be invoiced by month
See which matters need billing based on billing cycle, thresholds, and unbilled activity.
Voided time paid vs. credit notes (for auditing)
Audit voided payments and credit notes, evenly distributed across invoice line items and attributed to attorneys.
Custom reporting on demand
Need something specific? We build it.
Simply Legal is built around flexibility. Whether you need a trust reconciliation export, productivity dashboard, or matter-stage aging report – we’ll create the exact report you need, with the filters and format that work best for you.
Free browser bookmarklets for Clio Manage
We also maintain a free set of bookmarklets to make your Clio experience faster and more efficient.
Use them to:
- Run conflict checks with batches of names in minutes
- Quickly copy Clio Drive folder paths
- …and more to come.
