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Clio Operate Knowledge Base
Search for answers or browse our knowledge base.
Have you tried asking our AI chatbot for help? It is down in the right-hand corner.
Welcome to the Clio Operate Knowledge Base — your go-to resource for guidance on every aspect of the platform, from getting started to advanced configuration. Whether you're an end user, a template author, a modeller or a system administrator, you'll find step-by-step articles, how-to guides and reference material organised by topic.
Not sure where to begin? Try the AI-powered search bar at the top of the page, or open the chatbot in the bottom-right corner. You can ask it a product question in plain language — and in your preferred language — and it will search the Knowledge Base to find you a relevant answer. The more specific your question, the better the result.
Main Categories
Find answers organized by topic to quickly get the help you need
Vincent Integration
Vincent is an AI-powered legal assistant that integrates directly into your Clio Operate environment.
Product Overview
Take a tour through the Clio Operate platform. Use this section as a launch pad to more detailed documentation.
Managing Cases and Tasks
New to here? Learn how to navigate and manage your cases, tasks and documents
Implementation Accelerators
Implementation Acceleration helps firms implement Clio Operate faster and with greater confidence by providing starter content (accelerators), workflow patterns, and practical guidance drawn from real implementations.
Modeller Guide
Learn how to configure the system for your use cases
Document Template Admin
Learn to configure document templates
Finance Configuration Guide
Learn how to configure Clio Operate finance features.
Integration Guide
How Clio Operate works with other apps in your stack
Developer Guide
Technical documentation for those who know how to code
System Administration
Manage the day to day running of your application including teams, users, security and features.
Data Loading and Migration
Learn how to load and migrate data into Clio Operate
Implementing Clio Operate
Planning your Clio Operate implementation and some useful how to guides to get you started
Release notes
What has changed in Clio Operate between releases
Clio Operate Educational Sessions
A series of training videos to teach you about all aspects of the software
Highlighted Articles
We're a new category, with lots of useful information.
Popular Articles
Most viewed articles in the knowledge base
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Calculated Fields
You can use calculated fields to expand the data model using configured or captured data. For instance, you might wan...
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Sending Emails from Clio Operate
Clio Operate provides the ability to send outbound emails. Sending these from Clio Operate allows the case and task a...
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Form Builder Overview
Form builder allows you to create your own custom data capture aspect. Quick Start Key Concepts Form Builder vs Aspec...
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Calling Clio Operate APIs from an external application
Clio Operate is constructed on an ‘API first’ basis. What this means in practice is that every piece of functionali...
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Data Composer
Data Composer is a powerful tool used to explore and manipulate the data created by your configuration. Use this data...
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Creating a Template
Document templates are managed in the Document Administration area of the product. This can be access via Launchpad &...
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Modelling your work types
An enterprise work management deployment often contain hundreds of different work types. These typically vary from la...
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What is Clio Operate
Clio Operate (formerly known as ShareDo) has one objective, one purpose and one focus. To manage work. It does not ma...
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Managing workflows within a live environment
In a large solution you will have many hundreds or thousands of workflows executing simultaneously; and hence you nee...
Highlighted Articles
Handpicked articles to help you get the most out of Clio Operate
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Patch Release 7.11.4
We're pleased to announce that Clio Operate's next patch release, version 7.11.4, should be available from 19 May 202...
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Point Release 7.11.0
We're pleased to announce that the next point release of ShareDo, version 7.11.0, is available as of the 3rd of March...
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Merge ODS records
Overview ODS Merge consolidates two duplicate records in the Operational Data Store into a single master record. Conf...
Learning & Training
Explore our training resources and build your knowledge at your own pace
Clio Academy
Self-paced, on-demand courses covering every area of Clio Operate. Work through modules at your own pace, earn certificates, and revisit content whenever you need a refresher.
Browse coursesLearning Journey
A structured path through 6 modules and 26 topics. Each topic links directly to help articles, session recordings, and LearnUpon modules — everything you need, in one place.
View the journeyWebinar Recordings
A library of recordings from previous expert-led sessions. These cover a wide range of topics — ideal if you missed a live session or want to revisit a subject in depth.
Watch recordings