myFirmData

myFirmData is a custom reporting tool that gives Clio users the power to utilize and analyze their firm’s data.  After creating a report, you can save it to run on-demand, schedule it to be delivered on a regular basis, or export it for further work and analysis.  Our dashboard also provides valuable information about your firm, at a glance.

  • Access to real-time data allows your firm to make business decisions based on actual information, instead of gut feelings and intuition.
  • No more juggling spreadsheets to get all the data you need! Save time and frustration by creating custom reports with all your Clio data, and export them for further analysis.
  • Schedule reports to be emailed regularly, so your time is spent analyzing reports instead of running them.

To view myFirmData subscription details and sign up for a trial account, click here

Content

Connecting myFirmData to Clio
Using myFirmData to access your Clio data
Contacting myFirmData Support

Connecting myFirmData to Clio

Navigate to www.myfirmdata.com and choose SIGN IN in the upper right-hand corner.

After carefully reading the myFirmData agreement, choose I Agree to agree to the myFirmData Terms and Conditions.

Sign into Clio using your existing Clio credentials.

Choose Allow Access to connect myFirmData to your existing Clio account.

The myFirmData dashboard will appear. Your data from Clio will now be accessible through myFirmData to create, save and schedule custom reports.

Note: Only the report definitions are saved in myFirmData. Your data remains in Clio.

Using myFirmData to access your Clio data

After logging in, users will have full access to Create, Save and Schedule reports using their Clio data.

 

Contacting myFirmData Support

If you require further assistance creating, saving or scheduling reports using your Clio data, check out our YouTube page here for step by step instructions or contact support at support@myFirmData.com.

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