Articles

• Address Lookup

  Address Lookup is a core part of Clio Operate. We support this across the platform in several places, including setting and updating different address t...

• Bank Details Lookup

  This feature enables the validation of bank account details entered. Where an account is entered correctly, it will retrieve additional details, such as...

• Exchange Calendar Sync

  Access this global feature at Launchpad > Modeller > Global Features. Search for exchange. Feature Description Clio Operate implementations with O...

• Prizm

  Prizm is the document preview software used by Clio Operate to preview documents within the system. The end user use of the software is configured in th...

• Reporting Feature Configuration

  Reporting Feature Replaced in v7.9.0 The Reporting feature is replaced by the Power BI Global Feature in v7.9.0. Any existing connections created in the...

• Sending Emails from Clio Operate

  Clio Operate can send outbound email through Microsoft Office 365. Sending email from Clio Operate lets the case and task history record what was sent t...

• Outlook Add-in Feature

  To configure the Outlook Add-in for your environment, search for it on the Global Feature administration page of Modeller > Global features > All ...

• Power BI

  The Power BI feature replaces the Reporting feature from ShareDo v7.9.0.

• SMS Integration

  SMS or Text Messaging is a core part of the Clio Operate system. We support this across the platform in several ways, including inbound messaging, outbo...

• Configuring Clio Operate to use Twilio for SMS

  To send messages from Clio Operate, you must first configure a provider. Below are the instructions for configuring Twilio as an SMS Provider. To instal...

• Configuring Clio Operate to use Legl for AML

  In order to conduct AML and CMI through a third-party tool from Clio Operate, you will first need to configure a provider. Below are the instructions fo...

• Configure ShareDo to use Google Places for Address Lookup

  Support Details Google Places is supported as an Address Lookup provider in ShareDo from version 7.7+ The current version of Google Places Plugin is v1....

• Configure Clio Operate to use Loqate for Address Lookup

  To perform an Address Lookup in Clio Operate, you must first configure a provider. Below are the instructions for configuring Loqate as an Address Looku...

• Configure Clio Operate to use AddressFinder AU for Address Lookup

  To perform an Address Lookup in Clio Operate, you must first configure a provider. Below are the instructions for configuring AddressFinder as an Addres...