KPI Scribe

Automate the reports that run your firm.

Get live reports for the numbers you need. Create new reports using natural language. No monthly rebuilding.

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14 days free. No credit card required.

The reports you've been building manually.

Pre-built and populated with your data the moment you connect Clio.

Attorney Utilization
Billable hours vs. targets by attorney. See who's hitting goals and who needs support.
Realization Rate
What you billed vs. what the time was worth. By attorney, not just firm-wide.
Collection Rate
Track what's been collected, what's outstanding, and who's falling behind.
AR Aging
Outstanding invoices bucketed by age. Current, 30, 60, 90+ days at a glance.
Revenue by Practice Area
See which practice areas drive your firm. Billed, collected, and matter count.
Trust Balances
Trust account balance by matter and client. Updated automatically.

Hourly, flat fee, or contingency. Reports adapt to how your firm actually bills.

Need a report we didn't think of? Just ask.

Describe any report in natural language. Get a chart, a table, and an Excel export in seconds.

Simple pricing for your whole team.

Every feature. No tiers. No surprises.

$19/user/month

Built for Clio Manage

Reports

  • Build and edit reports in natural language
  • All pre-built reports
  • Live, auto-updating data from Clio
  • Excel and PDF exports
  • Unlimited reports and exports

Your team

  • Private and firm-wide report sharing
  • Owner, Admin, and Viewer roles

No strings

  • Disconnect your data anytime
  • Cancel anytime
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14 days free. No credit card required.

Your client data, handled with care.

  • Read-only Clio connection. We never modify your data.
  • Your data is never used to train AI models.
  • Reports can be private or shared with your firm. You control visibility.
  • Encrypted in transit and at rest. Hosted and developed in the United States.

For a detailed overview of our data handling, encryption, and infrastructure, read our security practices.

Your automated reports are ready.

Sign up, click to connect with Clio, and your reports are live.

Start free trial

14 days free. No credit card required.