Clio reporting in a live spreadsheet (planned)

Planned reports

What you will build on Clio

Each is one formula on live data. These are examples of the syntax: the column names will follow Clio's own fields once the integration ships.

=data.time_entries.sum(hours, user, A2)

Billable hours by lawyer. Recorded and billed hours per lawyer and month.

=data.bills.sum(balance, client, A2)

Unpaid bills. Outstanding bills by client and age.

=data.bills.sum(total)/data.time_entries.sum(value)

Realisation. Billed against recorded value, per matter.

The data

Tables from Clio

Matters · Time entries · Bills · Clients · Users

How it will run

Your data stays in Clio

You will sign in with your Clio account and give Sheets read access. Sheets runs on our servers in the EU and reads your data through Clio's API when a sheet opens or refreshes. We plan to list it in the Clio App Directory.

Want it?

Vote for Sheets for Clio

A thumbs up moves Clio up the roadmap. Leave your e-mail address too and we write once, when it ships.

FAQ

Questions

Is Sheets for Clio available?

Not yet. Clio is on the Sheets roadmap. Give it a thumbs up and leave your e-mail address on this page: we tell you when it is ready, and the votes decide what we build next.

What will Sheets read from Clio?

Your matters, time entries and bills, as tables: Matters, Time entries, Bills, Clients, and Users. Each table becomes a data source that formulas, pivot tables and charts read live.

Will Sheets change anything in Clio?

It is planned read-only: Sheets reads your Clio data and does not change it.

What works today?

Sheets works today with QuickBooks Online, Xero, Shopify, WooCommerce, BigCommerce, HubSpot, FreshBooks, monday.com, and Asana.

Want Sheets for Clio?

Requests decide what we build next. We write once, when it is ready.

Tell me when it's ready

85 tools on the integrations page