myFirmData

What it is Overview

myFirmData is a custom reporting tool designed specifically for Clio users. Creates reports using 250+ data fields from Clio Manage, including financial data and custom fields. Founded 2017, Raleigh, NC. Official Clio App Directory integration. Recommended by Clio’s blog (Jan 2026, Apr 2025). Clio Cloud Conference finalist (2018). Stanford CodeX TechIndex listed. LawNext directory listed. Free trial available. 33 LinkedIn followers. No reviews on Capterra/G2. No Reddit mentions. Very small, niche Clio ecosystem tool.

Capabilities

Spans 1 product area: Firm Analytics, KPIs and Reporting Tools.

Workflow Coverage

Based on published feature listings, this tool maps to 2 workflow areas:

Firm Operations & Growth
Research & Analysis

Workflow mappings derived from published feature lists. Not independently verified.

What We Haven’t Verified

This page was assembled from publicly available information. Feature claims and workflow mappings are based on what the vendor and third-party listings publish — not hands-on testing or practitioner feedback.

Integrations 1 platform

Platforms myFirmData integrates with. Depth — where curated — reflects how native the connection is. Uncurated entries render without a depth dot.

Clio Manage

Deep — bi-directional API Medium — one-way sync / webhook Shallow — middleware / Zapier-class

Community ratings Coming soon

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