Collections over time
Group available collection records by month to explore trends. Define the date field, included record types, and currency before comparing totals.
CUSTOM CLIO REPORTS / COLLECTIONS
Clio collections reporting.
Follow the context.
A collection total is only the start. Explore how recorded collections vary over time and how they relate to the matters and billing information available in your loaded data.
Available in all Clio regions: US, EU, CA, and AU.
QUESTIONS TO EXPLORE
Give financial conversations a clearer view.
Connect back to matters
Join supported billing and matter data to understand the context behind a collection. Check relationship keys and avoid duplicating amounts across joins.
Choose the useful format
Use a table to inspect detail, a chart for a trend, or a headline number for a defined period. Label the calculation so viewers know what is included.
TRY AN AI-ASSISTED BRIEF
Make the calculation explicit.
“Using the available schema, propose a monthly collections report. Identify the source amounts and dates, explain treatment of reversals, and do not combine currencies. Ask for clarification if the schema cannot support this.”
Use your existing AI chat client with a ReportZone schema-based brief, then import and review its definition. AI output can be incorrect or unsafe. Inspect SQL and JavaScript before execution, and reconcile totals with the source system before relying on them.
These are reporting examples, not prebuilt-report or field-availability guarantees. Results depend on your configured sources, permissions, and loaded data. Loaded data is a snapshot, not a live feed. Regional availability is not a data-residency or compliance guarantee.