myFirmData

What myFirmData does

myFirmData (operated by Firm Data, Inc.) is a Raleigh, North Carolina-based software company founded in 2017 by Pegeen Turner and her husband that builds custom reporting tools for law firms using the Clio practice management platform. The product is a desktop application for Windows and Mac that authenticates against a user's Clio account and pulls law firm data via the Clio API directly to the user's local computer, without storing client data on company servers. Users can construct custom reports through a click-and-drag interface across more than 250 fields (including all custom matter and contact fields), run over 50 pre-built delivered reports, schedule automated report distribution via email, and export results to PDF, CSV, or Excel.

The company sells through a self-serve, product-led distribution model with a free 7-day trial that requires no credit card. It offers four product tiers: the original myFirmData product; myFirmData Plus at $75 USD per reporting user per month with unlimited reports, expanded field coverage, and consultant support; myFirmData for Canada at $110 CAD per reporting user per month for Clio's Canadian server customers; and myFirmData for Legal Aid at a discounted $35 USD per reporting user per month for nonprofit and legal aid organizations with grant management data access. Stripe processes subscription payments; GoDaddy hosts the website infrastructure.

The company is privately held, bootstrapped (no disclosed institutional investors, venture capital, or private equity involvement), operates with 1-10 employees, and markets primarily through educational video content on YouTube, organic social media, email communications, and participation in the Clio Conference ecosystem where it was a Launch//Code top-5 finalist in 2017 and Grand Prize Main Stage finalist in 2018. Geographic scope is currently United States and Canada, with stated intent to expand worldwide.

Name

myFirmData

Legal name

Firm Data, Inc.

Website

https://myfirmdata.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

myFirmData builds custom reporting desktop software for law firms using the Clio practice management platform, offering a no-code report builder, pre-built templates, and scheduled report delivery across US, Canadian, and legal aid tiers on a per-user subscription.

Ownership category

akta.pro rank

Headquarters

HQ city

Raleigh

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations

Revenue model

1. myFirmData Plus Subscription: Monthly subscription at $75 USD per reporting user. The primary revenue stream for law firms. One subscription covers unlimited installs and the entire firm.
2. myFirmData for Legal Aid Subscription: Discounted monthly subscription at $35 USD per reporting user for legal aid organizations and nonprofits.
3. myFirmData for Canada Subscription: Monthly subscription at $110 CAD for Canadian law firms using Clio's Canadian servers.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

myFirmData is a desktop application (Windows and Mac) that integrates with the Clio legal practice management platform via Clio's API to enable law firms to build, run, schedule, and export custom reports from their Clio data. It offers a no-code drag-and-drop Custom Report Builder, 50+ pre-built delivered report templates (75+ in the Plus tier), support for over 250 fields including custom matter and contact fields, automated scheduled report delivery via email, and export to PDF, CSV, or Excel. The service does not store client data; data is pulled directly from Clio to the user's local computer.

Product overview

myFirmData is a custom reporting tool platform for law firms using the Clio practice management system. The company offers four distinct product tiers: myFirmData (the original product), myFirmData Plus (full-featured at $75/month), myFirmData for Canada (Canadian-specific at $110 CAD/month), and myFirmData for Legal Aid (discounted nonprofit tier at $35/month). All products are desktop applications for Windows and Mac that connect to Clio via API to pull and analyze law firm data, create custom and delivered reports, and export to PDF, CSV, or Excel. The platform differentiates by region and organization type, with the Plus tier offering unlimited reports, 250+ fields, 75+ delivered templates, and scheduled report delivery.

Differentiator

Problem solved

Functional benefit

Brands

• myFirmData Plus: Premium version of the custom reporting tool with over 250 fields and 75+ delivered reports for $75/month.
• myFirmData for Canada
• myFirmData for Legal Aid

Products and services

• myFirmData The original custom reporting tool for Clio, allowing law firms to create, run, and schedule custom reports from their Clio data. Supports Windows and Mac desktop installation with over 50 pre-built delivered report templates.
• myFirmData Plus Enhanced premium version of the custom reporting tool priced at $75 USD per reporting user per month. Offers unlimited custom reports across the firm's entire history, over 250 fields to report on (including custom fields), over 75 delivered report templates, unlimited installs for Windows or Mac with a single subscription, Clio permissions integration, consultant support, shared report templates, and firm-wide billing administration.
• myFirmData for Canada Specialized version of myFirmData for Canadian law firms operating on Clio's Canadian servers. Includes all Plus features with Canadian-specific compliance, billing, and practice analytics support, priced at $110 CAD per reporting user per month.
• myFirmData for Legal Aid Discounted version of myFirmData for legal aid organizations and nonprofits, priced at $35 USD per reporting user per month. Includes access to Clio's Grant Management Data and all core reporting features, with special nonprofit pricing available.

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature5 records

Partnerships

Three partnerships are on record, tiered core and supporting.

• CliocoreTechnology or Integration · 1 January 2017myFirmData is the first custom reporting tool built specifically for the Clio practice management platform. The service integrates with Clio through their official API to pull law firm data for reporting. Users must have an active Clio account to use myFirmData. The partnership was highlighted at the Clio Conference Launch//Code contests in 2017 and 2018.
• StripesupportingTechnology or IntegrationStripe is used as the third-party payment processor for subscription billing. Payment information is processed by Stripe and myFirmData does not collect or store payment information directly.
• GoDaddysupportingTechnology or IntegrationGoDaddy provides server hosting services for the myFirmData website and infrastructure.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Emerging players

• LeanLaw: Legal billing and accounting software for small law firms with reporting features. Adjacent comparable to myFirmData's billing and timekeeper analytics modules; targets a similar SMB law firm buyer.
• LawToolBox: Court calendaring and deadline management app that integrates with Clio and other legal platforms. Peer because it is part of the same Clio ecosystem of bolt-on legal tech tools competing for the same reporting/operations wallet share.

Broad incumbents

• NetDocuments: Cloud-based document and email management platform for legal with analytics and reporting on document activity. Adjacent incumbent peer serving the same law firm information-management use case as myFirmData.
• Clio: The dominant legal practice management platform and myFirmData's exclusive integration partner. Most strategically important peer because Clio's own reporting roadmap is the primary competitive threat and the primary distribution channel for myFirmData.
• AbacusLaw: Long-standing legal practice management and accounting platform with built-in reporting for law firms of all sizes. Broad incumbent peer offering comparable reporting functionality as part of a wider platform suite.

Direct peers

• Smokeball: Legal practice management platform for small and mid-sized law firms that includes built-in reporting and productivity analytics. Most directly comparable to myFirmData because it competes for the same Clio-adjacent buyer by offering reporting natively rather than as an add-on.
• PracticePanther: Cloud-based legal practice management software with reporting, billing, and matter analytics built in. Comparable to myFirmData as an alternative platform that solves the same law firm reporting need; also represents an expansion TAM if myFirmData built integrations beyond Clio.
• CARET Legal: Legal practice management platform offering reporting, time tracking, and billing analytics for law firms. Closely comparable functionality and target customer to myFirmData.
• Zola Suite: Legal practice management platform offering built-in reporting, matter management, and analytics. Comparable target market (small/mid law firms) and overlapping reporting capabilities to myFirmData.
• MyCase: End-to-end legal practice management platform with native reporting dashboards, billing analytics, and productivity metrics. A direct peer to myFirmData in the sense that both serve the same law firm reporting and analytics use case — MyCase does it natively, myFirmData does it as a Clio add-on.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/myFirmData
• YouTubeyoutube.com/channel/UCOnjJP-jXGyp5_ijvIOQJpg
• Facebookfacebook.com/myFirmData
• LinkedInlinkedin.com/company/myfirmdata
• Instagraminstagram.com/myfirmdata

Compliance11 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about myFirmData