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Create a Report
After authorizing myFirmData to access your Clio account, users can create a report from their data in Clio, following the instructions below. Choose Create Report from the Actions Menu at the top of the myFirmData window. Choose the type of report ...
Advanced Reporting Using Criteria and Filters
The Criteria and Filters sections allow you to Sort, Group and further filter your report. Using Criteria Use the Criteria section to sort, group, organize and add column totals to your report. Click anywhere on the blue Criteria bar to open the ...
myFirmData Info Sheet 2022
Open the attachment to get a special offer on your first three months with myFirmData.
Dowloading and installing MyFirmData
Downloading and installing myFirmData MyFirmData is installed locally on your computer. In order to keep your data secure, users will need to sign into Clio to download and install myFirmData. Navigate to www.myfirmdata.com and choose Download in the ...
Dowloading and installing MyFirmData plus
Downloading and installing myFirmData plus MyFirmData plus is installed locally on your computer. In order to keep your data secure, users will need to sign into Clio to download and install myFirmData lus. Navigate to www.myfirmdata.com and choose ...