
I use Clio Manage for Legal Billing & Legal Case Management features. Within these modules, I am able to pull out structured data easily using the API. I mainly use this platform to pull data on billable hours, expenses and case timelines to build reports within the business. Clio is very logical and this means I do not have to clean messy data. Instead I can spend my time creating predictive models to help improve the profitability of the firm. The relational aspect of clients to matters and invoices makes it easy to create schemas around the database. Review collected by and hosted on G2.com.
Sometimes the rate limits on the API can cause issues if I need to pull a lot of historical data. Review collected by and hosted on G2.com.