Bring Clio data into one operating view.
dashboardWISE starts with a live Clio integration. Connect Clio, sync the firm data that drives your dashboards, and review the metrics partners need without rebuilding reports by hand.
Integration Hub
Connect firm systems to dashboardWISE
Clio
Live
Smokeball
Coming soon
QuickBooks
Coming soon
Xero
Coming soon
Available and planned integrations
Clio is the live source today. The other integrations listed here are planned and should not be treated as active connections yet.
Clio
Connect Clio to sync firm activity, matters, billing, trust, WIP, users, contacts, and practice areas into dashboardWISE.
Smokeball
Practice management context planned for firms that run operations in Smokeball.
QuickBooks
Accounting context for deeper financial reporting alongside operational metrics.
Xero
Accounting data support planned for firms that use Xero in their finance workflow.
Secure authorization
Clio connects through OAuth so the firm approves access inside Clio's secure flow.
Live sync pipeline
dashboardWISE imports the raw Clio entities needed to compute firm metrics.
Progress you can see
Initial sync stages are shown in the app while dashboard data is prepared.