The Clio integration
Connect Clio and LawKPIs starts reading your matters, time, and billing the same day. Every dashboard and every Daily Pulse email is built from that data, joined against accounting and intake once you add those too.
What LawKPIs reads from Clio, and what it builds
Nothing is written back. LawKPIs reads the fields below on a regular schedule and turns them into the dashboards and daily flags on the right.
- •Matters — status, practice area, responsible attorney, originating attorney, open and close dates
- •Time entries — hours logged, biller, activity type, billable vs. non-billable, rate applied
- •Billing — invoices issued, invoice line items, adjustments, write-downs and write-offs
- •Trust accounting fields relevant to reporting — trust balances by matter, retainer status
- •Clients and contacts, so matters can be rolled up by client and by referral source
- •Matter and practice-area profitability, ranked by dollar impact rather than hours
- •Realization rate — what was actually billed against what the work was worth at standard rates
- •Attorney and staff utilization against target hours, updated daily instead of at review season
- •Work-in-progress aging, so unbilled time doesn't sit for months before anyone notices
- •Daily Pulse flags for the matters and timekeepers most worth a partner's attention that day
Clio tells you what got billed. It doesn't tell you what it was worth.
Clio is an excellent record of the work — who did it, how long it took, and what was invoiced for it. What it can't tell you on its own is what actually landed in the bank after discounts, write-offs, and the invoices that never got paid. A matter that looks like your best performer by hours billed can be running at a loss once real collections are factored in. That's the gap LawKPIs is built to close: Clio gives the activity, QuickBooks Online gives the outcome, and the two joined together give you the number that actually matters when you're deciding where to put your attention.
You don't need to wait for that second connection to get value. Clio alone is enough for Daily Pulse to start flagging utilization gaps, aging WIP, and billing patterns worth a look. Connecting QuickBooks Online later is what upgrades billing-based numbers into collection-based ones.
Connecting Clio takes a few minutes
Start the connect flow
From your LawKPIs account, choose Clio and sign in through Clio's own permission screen.
Grant read-only access
You approve the same kind of scope you'd grant any app — LawKPIs never asks for write permissions.
First Pulse arrives the next morning
LawKPIs pulls your matter, time, and billing history and starts building dashboards immediately.
Clio integration FAQ
Does LawKPIs write anything back to Clio?+
No. The connection is read-only in both directions. LawKPIs reads matters, time, and billing data to build dashboards and Daily Pulse — it never creates, edits, or deletes anything inside Clio.
How long does the Clio connection take to set up?+
A few minutes. You sign in to Clio through an OAuth-style connect screen and grant read access — the same kind of permission flow you'd use to connect any app to Clio. No API keys to copy, no developer involved.
Do I need QuickBooks connected before Clio is useful?+
No. Clio alone is enough to get Daily Pulse and the core dashboards running the same day. Connecting QuickBooks Online afterward adds real collections data on top, which is what turns a billing-based profitability number into a true one.
What if my firm uses Clio Manage and Clio Grow?+
They're two separate connections. This page covers Clio Manage (matters, time, billing). Clio Grow, the intake side, has its own integration page and its own connect step.
Will this slow down or interfere with how our team uses Clio day to day?+
No. LawKPIs pulls data on a schedule in the background. Nobody at your firm needs to change how they enter time or bill in Clio.
See what your firm's Pulse would say tomorrow morning
Ungated, self-guided, about two minutes — or book time and we'll walk through it live with your numbers.