What Does the Widget Do? The Property Titles widget displays the property and title details for the case Configuration Settings   Setting Description With Chrome Will display your widget as a self contained tile with a title and functional buttons Title Title must be provided if With Chrome is switched on Icon The Font Awesome icon that will be disp...

What Does the Widget Do? The Plan View widget allows you to display work in the format of a plan. A common use for this is on the radar of a work type, where key dates can be shown in a clear plan view. Depending on the configuration of your widget, users can drag and move dates or phases based on their understanding of how long a piece of work may ...

What Does the Widget Do? The Work Type - Lifecycle widget displays the lifecycle duration of the work type from its creation in days, months or hours Configuration Settings Setting Description With Chrome Will display your widget as a self contained tile with a title and functional buttons Title Title must be provided if With Chrome is switched on I...

What Does the Widget Do? The Participant Summary widget gives you quick and easy visibility of a case's key participants. Use the filtering functionality to display different groupings of participants in other widgets. For example, you can highlight the client or show your internal participants separately from external stakeholders. You can configur...

The Create a work item toolbox item will do exactly what it says on the tin, trigger a work item to be created for the work type specified. Common Uses This item may be used to create any type of work item. This can also be linked to a parent work item. Pre-requisites Work type - you must define the specific work type for which you want the work ite...

What Does the Widget Do? The Time Entry Radar widget tracks time spent on your case by person. Configuration Settings Setting Description With Chrome Will display your widget as a self-contained tile with a title and an expand/collapse button. Title Title must be provided if With Chrome is switched on. Icon The Font Awesome icon that will be display...

What Does the Widget Do? The Case Explorer widget displays a list of related cases and the case network. You can also add sections based on a search scope. Configuration Settings Setting Description With Chrome Will display your widget as a self-contained tile with a title and functional buttons. Title Title must be provided if With Chrome is switch...

The Create key date toolbox item allows you to create (or set) a Key Date at a given time in the workflow. Common Uses In its basic form, this toolbox item is commonly used for setting key dates against work items. It is commonly paired with the Date calculations toolbox item in order to achieve the desired outcome. Pre-requisites Parent Work Item I...

The When toolbox item is designed to work in tandem with the Each toolbox item. It instructs the workflow to continue only when either all or a fixed amount of the subprocesses created by the Each toolbox item have been completed. Common Uses Taking the example used in the Each toolbox item article, that workflow created a telephone call task for al...

The Create reminder toolbox item allows you to add a reminder to an existing task/key date at a given time in the workflow. Common Uses In its basic form, this toolbox item is commonly used for setting reminders against a task or key date. It can also be paired with the Date calculations toolbox item in order to achieve the desired outcome. Pre-requ...

The Create notification toolbox item will add a system notification for one or more users/teams. Users can choose how to receive the notification by changing their notification preferences. You can find the available notification types in Admin > Channels > Notification. You can find out more about creating new notification types here -  Confi...

Overview This document outlines the configuration best practices for the Form Builder in Clio Operate. Adhering to these standards ensures system consistency, enhances data integrity, and improves the long-term maintainability of custom forms. Form & Field Names & System Names To maintain a scalable and organised environment, all form titles...

What Does the Widget Do? The Work Types Grouped by Tags widget displays a task list categorised by tag groups. Configuration Settings Setting Description With Chrome Will display your widget as a self contained tile with a title and functional buttons Title Title must be provided if With Chrome is switched on Icon The Font Awesome icon that will be ...

The Update work item attribute toolbox item allows you to update fields and attributes related to a work item. Pre-requisites Work item ID To use Update work item attribute you will need to have captured the work item ID of the work item for which you want to update.  Variables Any of the fields on the configuration that show this icon will allow yo...

What Does the Widget Do? The Case Team widget displays your team members and their related key statistics. Configuration Settings Setting Description With Chrome Will display your widget as a self contained tile with a title and functional buttons Title Title must be provided if With Chrome is switched on Icon The Font Awesome icon that will be disp...

What Does the Widget Do? The Matter Radar widget displays a visual snapshot of a cases current state. Configuration Settings   Setting Description With Chrome Will display your widget as a self contained tile with a title and functional buttons Title Title must be provided if With Chrome is switched on Icon The Font Awesome icon that will be display...

What Does the Widget Do? The Title Bar widget renders a title ribbon bar with an icon, title and subtitle. Configuration Settings   Setting Description With Chrome Will display your widget as a self contained tile with a title and functional buttons Title Title must be provided if With Chrome is switched on Icon The Font Awesome icon that will be di...

What Does the Widget Do? The Document Expectations widget allows you to attach documents for your case directly through the portal without having to open each individual expectation work item. This is particularly useful if your workflow is dependant on receiving multiple documents. Configuration Settings Setting Description With Chrome Will display...

What Does the Widget Do? The List view widget displays a configured defined list view. Configuration Settings Setting Description With Chrome Will display your widget as a self contained tile with a title and functional buttons Title Title must be provided if With Chrome is switched on Icon The Font Awesome icon that will be displayed next to the ti...

The Load work item data toolbox item provides you with the ability explore and load data relating to the work item and map these to a variable to be utilised within your workflow. Common Uses This is widely used and some of the most common scenarios involve a field within the work item that decide which direction the workflow will follow. A simple e...

What Does the Widget Do? The Related Documents widget displays documents related to your case. Configuration Settings Setting Description With Chrome Will display your widget as a self contained tile with a title and functional buttons Title Title must be provided if With Chrome is switched on Icon The Font Awesome icon that will be displayed next t...

Overview This document establishes the mandatory best practice standards and configuration protocols to be applied to all workflows within the Clio Operate solution. General Configuration & Naming Consistency starts at the structural level. Always align with the broader system naming conventions to ensure clarity within the workflow modeller. Wo...

What Does the Widget Do? The Drafting Plan widget displays a list of documents that are being drafted for a case.. Configuration Settings  Setting Description With Chrome Will display your widget as a self contained tile with a title and functional buttons Title Title must be provided if With Chrome is switched on Icon The Font Awesome icon that wil...

The Action plan choice branch toolbox item provides the ability to branch a workflow, based on the user's selection on a 'Choices' action plan on a task. Common Uses This could be used for a simple choice question, e.g. Yes/No but is often used for more complex scenarios, such as used in the example below where the choice is whether to use their own...

What Does the Widget Do? The Information Message widget is used to display some information you want the user to be aware of when opening the portal. Configuration Settings   Setting Description With Chrome Will display your widget as a self contained tile with a title and functional buttons Title Title must be provided if With Chrome is switched on...

The Log Variables toolbox item will log the value of one or more variables at a given time in the workflow which will be shown on the execution log, and can be used in multiple steps throughout the workflow. Common Uses These are commonly used for debugging workflows. Pre-requisites Variable to log - you must have the desired one or more variables c...

The Create outbound email toolbox item is a simple method to create an outbound email task against a work item. Common Uses There will often be a requirement to send an external email as part of a workflow - this toolbox item makes this easier by creating the outbound email task with all the relevant details pre-selected automatically. Pre-requisite...

Overview This document establishes best-practice standards and configuration protocols for all names & system names within the Clio Operate solution. Names and System Names Establishing a standardised naming convention in Clio Operate is the bedrock of a searchable, scalable workspace. It ensures that data remains consistent across teams and pre...

What Does the Widget Do? The Work Item Portal Ribbon widget provides a ribbon containing the contextual menu/toolkit for the work item. Configuration Settings   Setting Description With Chrome Will display your widget as a self contained tile with a title and functional buttons Title Title must be provided if With Chrome is switched on Icon The Font...

What Does the Widget Do? The Case Key Facts widget renders a list of the key fact attributes for a case. Configuration Settings Setting Description With Chrome Will display your widget as a self contained tile with a title and functional buttons Title Title must be provided if With Chrome is switched on Icon The Font Awesome icon that will be displa...

The Placeholder toolbox item provides you with the ability to create a simple placeholder within your workflow.  Common Uses Workflows often require annotation, perhaps you want to note down why you used that "if" statement, or maybe you just want to add a note to a particular step on a workflow that you and your team can refer back to at a later da...

The Update due date toolbox item provides you with the ability to update the due date on any task. Common Uses The Update due date is commonly used to update a particular task due date at a given time in the workflow. This can also be used in tandem with the Date calculations toolbox item. Pre-requisites Work type ID - to use the Update due date too...

What Does the Widget Do? The Wiki widget provides display and management of a Wiki on a piece of work. You can configure pre-defined sections or allow users to add their own sections. Users can populate the wiki with text, pictures, and tables. Configuration Settings Setting Description With Chrome Will display your widget as a self-contained tile w...

What Does the Widget Do? The Radar - List View Count Metric widget renders a configurable count from a list view scope in a radar. Configuration Settings   Setting Description With Chrome Will display your widget as a self contained tile with a title and functional buttons Title Title must be provided if With Chrome is switched on Icon The Font Awes...

The Create task toolbox item is a simple method to create a task against a work item. Common Uses There are many types of tasks, such as a basic task (covered in this article), communications, document expectations, gateways, key dates and many more.  Pre-requisites Work item ID - to use the Create task toolbox item you will need to have captured th...

What Does the Widget Do? The Image Placeholder widget allows you to display an image on your portal which can be optionally used as a clickable link to a related webpage. Configuration Settings   Setting Description With Chrome Will display your widget as a self contained tile with a title and functional buttons Title Title must be provided if With ...

The Set key date done & Set key date missed toolbox items provide a simple method of marking a key date on a work item as completed/missed. Common Uses Key dates are used widely; for example, these will often mark the date that an action has been completed. For example, some communication has been submitted. As part of the workflow, we could use...

What Does the Widget Do? The Work Type - Multiple List View Count Aggregator widget enables the display of multiple list view counts in a single widget. Configuration Settings   Setting Description With Chrome Will display your widget as a self contained tile with a title and functional buttons Title Title must be provided if With Chrome is switched...

What Does the Widget Do? The Task Groups widget displays a task list categorised by groups Configuration Settings   Setting Description With Chrome Will display your widget as a self contained tile with a title and functional buttons Title Title must be provided if With Chrome is switched on Icon The Font Awesome icon that will be displayed next to ...