Bring your practice data into one operating view.
Connect Clio or Smokeball, 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
Live
QuickBooks
Coming soon
Xero
Coming soon
Live and planned integrations
Clio and Smokeball are live today. QuickBooks and Xero remain 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
Connect Smokeball to sync firm, staff, client, matter, WIP, billing, collection, and practice-area data into dashboardWISE.
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
Connect Clio or Smokeball through a secure provider authorization flow.
Live sync pipeline
dashboardWISE imports the authorized practice-management data needed to compute firm metrics.
Progress you can see
Initial sync stages are shown in the app while dashboard data is prepared.