Create real-time Clio dashboards with Plecto

Turn your Clio data into actionable insights

Plecto’s Clio integration gives you a real-time overview of your most important legal KPIs. Build fully customized dashboards that transform raw data into meaningful insights, helping your firm track billable hours, case progress, and financial performance—all in one place.

Boost productivity with engaging visualizations and gamification

Make data-driven decisions easier with real-time dashboards featuring graphs, speedometers, charts, and tables. Highlight key metrics with conditional colors and drive performance with leaderboards, contests, and automated notifications that celebrate every win—whether it's closing a case or hitting a billing target.

Access your legal KPIs whereever you are working

Keep your team aligned by displaying dashboards on office TV screens, tracking performance from your computer, or accessing real-time data from your mobile device with Plecto’s iOS and Android apps. Stay connected to your firm's progress—wherever your work takes you.

Technical details

Types of data you
can import

Types of data Update frequency Default member field Default date field Supports custom fields Supports automatic registration deletion Supports relations
Tasks Every 2m Assignee ID Created at
Activities Every 2m User ID Created at
Bank Transactions Every 2m Created at
Bills Every 2m User ID Created at
Contacts Every 2m Created at
Matters Every 2m User ID Close date
Accounts Every 2m Created at
Sign Up

Build your first dashboard.
Start your 14-day free trial today