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 provides the ability to send outbound emails. Sending these from Clio Operate allows the case and task audit history to track communication...

• 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...