Where Law Firm Data Becomes Action
dashboardWISE transforms Clio data into a clear executive view of firm performance so your team can move faster with confidence.
How it works
Connect your system, sync your data, and start exploring insights. Scroll or click a step below to see how the platform works in practice.
Clio
Connect Clio to sync matters, contacts, activities, billing, trust, and key metadata into dashboardWISE.
Less admin. More clarity.
dashboardWISE transforms your practice management data into a firm-wide view you can act on. Quickly understand client performance, matter health, WIP, and billing - all in one place. Make faster, smarter decisions without chasing spreadsheets or digging through multiple systems.
Clients Overview
$6,194
Monitor client revenue, AR exposure, and trust balances. Quickly see which clients drive profitability and where follow-ups may be needed.
Matter Health
81.6%
Real-time financial stability indicator comparing WIP to Trust Balance. Shows matters that are normal, warning, or critical.
Work in Progress
$4.1M
Total value of performed but unbilled work. Understand short-term billing potential and identify revenue still in motion.
Billing
57.0%
Integrated dashboard for Clients, Matters, WIP, Billing, and Revenue. Supports strategic oversight and KPI alignment.
Insight 360 aka dashboardWISE
Integrated dashboard for Clients, Matters, WIP, Billing, and Revenue.
Supports strategic oversight and KPI alignment.
5 modules
Integrate with your favorite tools
Connect with your law tools to keep your firm's operations, billing, and matters in sync.
Performance You Can Act On
Track measurable performance gains across utilization, billing, and operations in one place.
30%
Increase in Billable Hours
Reclaim captured time with clearer WIP visibility and tighter billing workflows.
45%
Reduction in Administrative Tasks
Reduce manual reporting overhead by centralizing operations in Insight 360.
2.1x
Faster Revenue Trend Detection
Spot billing and collection changes earlier with unified month-over-month views.
99.9%
Data Integrity in Sync Operations
Trust your numbers with structured sync stages, validation, and snapshot-backed metrics.
Operational clarity for firm leadership.
dashboardWISE turns data into a clear executive view of firm health.
Clio-native intelligence
Clio is live today, powering every dashboard. Additional integrations are on the roadmap.
Real-time Sync
Stay current across firm data as updates flow in.
Firm Performance
Spot trends in utilization, WIP, and profitability fast.
Privacy & Security
Your firm data stays protected with secure access controls.
Connect Your Entire Legal Tech Stack - On Demand
Seamlessly link your practice management, CRM, and accounting tools. Connect Clio Manage today, with Clio Grow, Lawmatics, Practice Panther, ActionStep, QuickBooks, and Xero integrations on the roadmap to keep your firm's operations, billing, and matters fully in sync.