firmTRAK is an Expanded Reporting Dashboard for Users of CLIO.

The firmTRAK application was created by practicing attorney Rich Marvel to save the time and hassle of running manual reports.  Each report is crafted to provide valuable business insights about law firm profitability, top client and matter money makers, accounts receivable, and contractors and employee billable hour goals and forecasts. Now even solo and mid size firms can compete with the metrics of ‘big law’ with CLIO and firmTRAK’s out of the box reporting solution.

financial client report
productivity analytics

Why connect firmTRAK to CLIO?

The benefits of connecting firmTRAK with CLIO include:

Save Time

firmTRAK provides the ability to harness your data by a direct API integration with CLIO to unlock the potential of your law firm with instant, ready-made and sortable Key Performance Indicator (KPI) reporting. Our law firm dashboard solution has 10 KPIs that summarize the vital parts of a law firm business which we have established as Clients, Matters, Financials, Productivity, and AR. Each of these parts of the law firm application has their own KPI page updated automatically each day.

Achieve Revenue Targets

Monitor the firm’s resources and users actively, early and often to ensure your firm is hitting its billable hour targets.  The visuals provide an easy to understand source of accountability for law firm staff.  We also have a dual integration with Xero to bring key parts of the financial data into our KPI’s with more information being developed all the time.

Keep Trust Funds Green

Monitor the balances of all matter trust funds in comparison to the current work in process within CLIO.  Clients with low funds can easily be tracked without combining a bunch of separate reports.

Keep Matters on Track

Monitor the calendar events, task completion, activities, and accounts receivable due dates in one easy to use interface to determine if your customers are happy and the law firm is on track for a 5 star review.

What firmTRAK does

Robust Sorting

All listed KPIs have robust sorting features that can include date, practice area, billing method, status, originating attorney, responsible attorney.

Integrated KPI Dashboard

View your annual revenue trends, snapshots, clients/ matters volume snapshots, outstanding WIP, and Days sales outstanding. These and many more reports and dashboards once you sync your firm. If we don’t have it, CONTACT US about creating your own custom reporting dashboard.

What Clio does

CLIO is the #1 legal software for clients, cases, billing, and more.

Client Intake: Online Appointments Made Easy

With a few clicks, potential clients can answer custom intake forms and schedule appointments in your calendar—no back-and-forth emails required.

CLIO Makes it Easy for Your Clients to Pay

Create custom bills or set up automated payment plans within seconds. Send invoices via email or our secure client portal, and accept credit, debit, or eCheck payments instantaneously with click-to-pay links.

CLIO: More Than Just Law Software

Receive award-winning support, industry-leading security, access to Clio integrations, and more—at no extra cost.

The Lawfirm Lifesaver

Running a law firm can feel like you’re treading water. Clio helps you keep repetitive work at bay so that your firm can focus on what matters: helping clients.

financial client report
productivity analytics

Connect firmTRAK to CLIO in 3 steps

Step 1 – Signup firmTRAK
Signup with firmTRAK at

Enter your name, email, and create a password to register with your email address and follow the instructions to verify your email. Or, click the Sign up with Xero button and create a password to get started.

Xero Integration

Step 2 – Connect to CLIO

Go to setting -> integrations section, click on Connect to CLIO.

Once you’re email is verified you can connect to CLIO by navigating to the gear icon for settings and click integrations and hit the Connect button for CLIO.


3 – Authorize firmTRAK to use with CLIO

Authorize firmTRAK to access your CLIO data.

After you select the connect button in settings, you will be prompted to authorize your CLIO account. Sign in and choose the account you wish to connect to firmTRAK.

Hit the Allow Access button to complete.


Customers Thoughts

Using firmTRAK has been vital to me reclaiming passion for my practice, my clients, and my overall quality of life. The easy-to-use dashboard allows me to check the health of my practice in real time.
rich marvel

Richard Marvel

Marvel Law

As a successful attorney, we at firmTRAK are here to help you achieve the most that you can.

“firmTRAK fills a critical void in understanding and calculating the metrics of my law firm – both financial KPI’s and case-by-case revenue tracking. It takes the information already available in my practice management software and turns it into easy to follow visualizations that are incredibly powerful. And the best thing about it may be that I don’t have to do much, if anything, to get there. Since I am already inputting the base-level information (i.e. – matters, expenses, invoices, payments, etc.) in my practice management software, firmTRAK is practically self-sufficient. As a busy law firm owner, I don’t have much time to input additional information or calculate key performance indicators. Thanks to firmTRAK, I don’t have too.”


Steven Lefkoff

Lefkoff Law, LLC
“I have my own growing law practice with several employees. Not only does firmTRAK do the bookkeeping and accounting that I need, but they integrate with my law practice software (Clio) and accounting software (Xero) in order to provide me with KPI information about my practice through their firmTRAK solution. All at a price that’s less than if I hired a regular bookkeeper! I did a lot of research and looking around before I went with firmTRAK, and I am very happy with them.”
Headshot Jose Padilla

José M. Padilla

Padilla Law, PLLC