3A Law Clio Matter Performance Portal

The Challenge

What needed to be cleaned up

Matter counts alone do not show which stage needs attention. The firm needed a practical way to interpret Clio dates, custom fields, and assignments consistently, then inspect current work alongside completed matters.

Outcomes & Impact

• Matter progress and workload available in one working view
• Summary indicators traceable to underlying stage dates
• Current and completed work separated for review
• Filtered reports available outside the portal

Our Solution

What IllusionX Media built

• Connected authenticated Clio Manage matter and report data, following paginated records and resolving user assignments into readable labels.
• Normalized linked records and plain text values into consistent stage fields, while leaving missing dates visibly missing.
• Applied configured stage and case timing rules to open and closed matter reports, with date and assignment filters, sorting, and matter-level timelines.
• Added attorney and staff summaries, plus CSV, spreadsheet, and PDF exports for reporting and follow-up.

IXM project summary

IXM built a reporting workspace around the firm’s matter process. Its usefulness depends on agreed target rules and complete source dates; dashboard figures are not a claim of improved case outcomes.