Legal
Turn your firm’s data into answers
Utilization in Clio, documents in NetDocuments, some matters in MyCase — one leadership view from a single question.
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Interactive demo
Generated from
“Show billable utilization by attorney vs quarterly revenue targets from Clio.”
- Unbilled WIP up $22K — four matters past 30-day billing cycle.
- One attorney below utilization threshold — third consecutive month.
AI-generated report (sample)
Firm utilization improved with litigation leading; WIP aging warrants billing huddle this week. Pipeline healthy in corporate, soft in family law.
Generated from
“Which MyCase matters have documents past review deadline in NetDocuments?”
- Unbilled WIP up $22K — four matters past 30-day billing cycle.
- One attorney below utilization threshold — third consecutive month.
AI-generated report (sample)
Firm utilization improved with litigation leading; WIP aging warrants billing huddle this week. Pipeline healthy in corporate, soft in family law.
Generated from
“Client acquisition pipeline by practice area from Clio Grow.”
- Unbilled WIP up $22K — four matters past 30-day billing cycle.
- One attorney below utilization threshold — third consecutive month.
AI-generated report (sample)
Firm utilization improved with litigation leading; WIP aging warrants billing huddle this week. Pipeline healthy in corporate, soft in family law.
Generated from
“AR aging from Clio — who is past 60 days?”
- Unbilled WIP up $22K — four matters past 30-day billing cycle.
- One attorney below utilization threshold — third consecutive month.
AI-generated report (sample)
Firm utilization improved with litigation leading; WIP aging warrants billing huddle this week. Pipeline healthy in corporate, soft in family law.
Generated from
“NetDocuments workspace throughput — active vs stale.”
- Unbilled WIP up $22K — four matters past 30-day billing cycle.
- One attorney below utilization threshold — third consecutive month.
AI-generated report (sample)
Firm utilization improved with litigation leading; WIP aging warrants billing huddle this week. Pipeline healthy in corporate, soft in family law.
How we connect your systems
| System | What we pull | Connection path |
|---|---|---|
| Clio Manage / Grow | Time, billing, matters, pipeline | Official REST APIs with scoped tokens. |
| NetDocuments | Workspace activity, profiles (as configured) | Vendor REST APIs — matter-centric views. |
| MyCase | Matters, time, contacts | Published REST APIs into your private store. |
What you can build
Utilization
- Attorney scorecards
- Target vs actual
AR & collections
- 30/60/90 buckets
- Escalation alerts
Documents
- Deadline tracking
- Stale workspaces
Pipeline
- Practice area trends
- Referral conversion
Confidentiality first
Matter and client data stays in a private environment with least-privilege access. AI is optional and enterprise-grade — not a public chatbot.