Clio Operate Knowledge Base

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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

Highlighted Articles

Handpicked articles to help you get the most out of Clio Operate

Learning & Training

Explore our training resources and build your knowledge at your own pace