Managing Cases and Tasks

New to here? Learn how to navigate and manage your cases, tasks and documents

Product Overview

Take a tour through the Clio Operate platform. Use this section as a launch pad to more detailed documentation.

Accelerator Packs

ShareDo provides a number of accelerators for both your practice groups and common services to streamline your solution implementation

Modeller Guide

Learn how to configure the system for your use cases

Popular Articles

Sending Emails from ShareDo Calculated Fields in ShareDo Calling Sharedo APIs from an external application Form Builder Overview Data Composer Creating a Template Modelling your work types Managing workflows within a live environment Using Calls to Action in Workflow What is ShareDo

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Managing Cases and Tasks

New to here? Learn how to navigate and manage your cases, tasks and documents

Product Overview

Take a tour through the Clio Operate platform. Use this section as a launch pad to more detailed documentation.

Accelerator Packs

ShareDo provides a number of accelerators for both your practice groups and common services to streamline your solution implementation

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