Clio Operate supports the personalisation of different portals for different personas based on other business rules. Since there can be many different portal definitions and personas in use across the system, it is important for configurators to understand how Clio Operate resolves the correct portal, particularly where there might be several differ...

Relavent to ShareDo v7.7 and later Introduction Business rules in ShareDo evaluate conditions and arrive at a result that is either true or false. The result is then used to “do something”, such as running a specific workflow step or deriving an allocation rule. Business rules are made up of data (derived from its context) and operators such as AND,...

This page presents two Advanced Modeller training recordings presented in 2023. The first training session deals with advanced configuration using Modeller, highlighting core features, and was presented in October 2023 and covers the following: Timestamp Topic 00:00 Introduction 05:30 Feature categories 08:42 Feature spotlight 12:11 Core case featur...

When configuring both workbenches and work type portals, you will typically configure many lists of items and searches to make your users' experience of the system better. Within the list view modeller, you define both the query parameters and the columns to be displayed. When configuring a list on a portal, you can specify additional attributes suc...

What does the Calendar View widget do? The Calendar View widget displays key dates and appointments as a calendar on a work type portal. Use it in two primary contexts: User workbench — shows the key dates most relevant to the logged-in user. Matter or proceeding portal — shows the key dates for a specific work item. What the widget displays The wid...

Introduction to Finance Session 1 of 3 In this, the first of three sessions on Finance in Clio Operate presented on June 11, 2025, Fran provides an overview of the platform's finance structures. PowerPoint deck for Finance Overview session 1 Chapters 00:00 Introduction01:03 Agenda01:43 What is a financial transaction in Clio Operate?05:55 A closer l...

The Developer's Guide consists of four training sessions presented in February 2025. The sessions cover troubleshooting ShareDo issues, extending ShareDo, creating custom components using the IDE, and ShareDo in a Box. To make it easier to jump to the chapter you want to review, open the recording on YouTube using the Watch on YouTube link in each v...

In this session, recorded on the 9th of July 2025, Jennie takes us through an introduction to Business Process Management and Notation. Chapters 00:00 Introduction06:15 Workflow vs. Business Process 09:20 Abstraction: A brief history of communication 12:24 Visual Language / Flow Process 13:07 Process Visual Information16:22 What is BPM? 16:44 BPM No...

Prizm Issues Decision Tree Prizm is the tool used in Clio Operate to generate new documents from Clio Operate templates and preview existing documents. It runs as a separate Accusoft process and, therefore, has its own Prizm server. Identifying an issue as a Prizm issue Your issue with documents might be a Prizm issue if: A document bundle is not ge...

In this session, Anatoliy shows us an end-to-end run-through of the Visual Workflow Modeller. This session was recorded on 16 July, 2025. Chapters 00:00 Introduction and Agenda 01:33 What is a ShareDo Visual Workflow? 02:30 Workflow structure: Trigger, Process, End. 06:38 Naming your workflows 07:38 Walking through the workflow we'll build (introduc...

We're pleased to announce that the next point release of ShareDo, version 7.10.0, should be generally available by Thursday, the 9th of October 2025. This release includes approximately 31 new or enhanced features, 51 issues or usability fixes, and additional security fixes. ShareDo version 7.10.0 also incorporates a roll-up of new features and issu...

Use the Voice Notes global feature to configure the use and storage of voice notes within your solution. Find the feature at Launchpad > Modeller > Manage global features. Search for Voice Notes (it is in the Channels category). Click the gear icon to configure the voice notes name (using tags), maximum recording length, and bit rate (this aff...

This release of the ShareDo Outlook Add-in (June 9th, 2025) contains the following resolved issue. Resolved Issues Internal ID Description 129534 [Outlook Add-in] - Provide workaround to login flow issue caused by breaking update in New Outlook.Issue: “login.microsoftonline.com refused to connect” error using Azure AAD auth login.  ...

We're pleased to announce the next point release of ShareDo - version 7.7.0 - is in general availability as of 28th June 2024. This release includes 52 new or enhanced features and 113 issues and usability fixes. ShareDo version 7.7.0 also incorporates a roll-up of new features and issues shipped in all patch releases since 7.6.0. Feature and enhanc...

The Data Table Upload feature enables users to import structured data from an Excel or CSV file into the system. This feature offers a flexible method for uploading data while ensuring both consistency and accuracy. The upload process is based on a configurable framework that supports various Templates, which define the available upload types.  Once...

To integrate FormEvo with Clio Operate and make FormEvo's digital legal forms available in the Doc Admin > Document Templates menu, a system administrator must enable and configure the Legal Forms global feature and the linked service for FormsEvo. Use this article for information on how to do that. Once this is done, a configurator (document adm...

The Legal Forms template type is added to the document templates when the Global Feature and Linked Service are configured, as documented in the article Configure the Legal Forms Global Feature and Linked Service for FormEvo integration. The Legal Forms template types must be configured before end-users can use FormEvo forms populated with Clio Oper...

Use this feature to configure the Competency Types available to user profiles in the system. For more information on using Competencies in Clio Operate, see the article Defining Competencies. You can find the Competencies Global Feature at Launchpad > Modeller > Global features > People, Orgs, and places > Competencies or through the Adm...

Known issue: Email templates not available for selection for document delivery emails Issue Since version 7.5.3, we have observed in some client configurations that expected email templates are unavailable for selection when an email is used as a document delivery channel. An end-user will potentially see an empty dropdown, as shown below: This issu...

We're pleased to announce the next point release of ShareDo - version 7.6 - is in general availability as of 11th January 2024. This release includes 24 new or enhanced features and 77 issues and usability fixes. 7.6 also incorporates a roll-up of new features and issues shipped in all patch releases since 7.5.0. Feature and enhancement highlights f...

Throughout the articles in the Developer Guide section of the Knowledge Base and the Developer Series training videos, you will encounter references to the Development IDE. This article covers the fundamentals of the IDE. You will find the Clio Operate Developer IDE by navigating to Modeller > Developer > Developer IDE. Explorer Icon Functions...

Because Clio Operate runs in a browser, its system requirements are relatively simple. Even so, some things must be present to use Clio Operate. Please ensure the following list of items is in place: An internal network capacity of 1Gbps or above, with high-speed internet connectivity, is adequate to support 1mbps per concurrent user. Client PCs wit...

Recordings of the three free-to-all training sessions on document administration presented in July 2023.  Session 1 of the Document Administration training July 2023 Chapters 00:00 Session Overview. 3:24 ShareDo document templates. 10:24 Document analyst. 20:44 Data context. 27:16 Word add-in. 35:36 Adding templates & using the add-in. 1:05:04 S...

In this Advanced Modeller Techniques session, Shazia takes us through four areas of the Modeller in ShareDo: Business Rules Calculated Fields Document Admin New Features Links to the documentation mentioned in the session: Business Rules Calculated Fields Document Templates (and more) Clone Document Templates Modeller home page Chapters 00:00 Introd...

We're pleased to announce the next patch release of sharedo - version 7.5.4 - is in general availability as of this afternoon, 7th September 2023. Focussing on defect fixes and usability improvements, this release consists of 4 priority fixes and a number of general fixes building on the recent 7.5.3 release. Defects resolved in 7.5.4 List of issues...

Version 7.9.0 contains code that sets the groundwork for Clio Operate to use Microsoft Fabric by upgrading its analytics platform. This allows Clio Operate to support near real-time reporting (approx. 2-minute data latency).  You can continue to use reporting as you did before, without changing the Analytics Service from SQL Azure to Microsoft Fabri...

Document Training Session 1 of 3 In this recording (2nd of April 2025), James takes us through the first of three Documents training sessions. This session introduces the following: Chapters 00:00 Agenda and Session Overview04:10 ShareDo Document Templates - Demonstration46:25 Document Analysis51:18 Data Context55:14 ShareDo Knowledge Base: Document...

We're pleased to announce that ShareDo's next patch release, version 7.8.2, is in general availability as of the 14th of February 2025. This release builds on version 7.8.1 and focuses on resolving issues and improving usability. It consists of 18 resolved issues. iManage folders with special characters Related issue internal ID: 125016 If you use i...

On inception of a new work item, the Document Repository Quick Folders function can create a new set of folders within the left-hand Quick Links section of the documents view (the left-hand list of folders), as seen in the image below: When a file is added to a quick link folder, a corresponding folder is created in the main body of the documents vi...

We're pleased to announce that the next point release of ShareDo, version 7.9.0, is generally available as of the 11th July 2025. This release includes approximately 38 new or enhanced features and 46 issues or usability fixes. ShareDo version 7.9.0 also incorporates a roll-up of new features and issues shipped in all patch releases since 7.8.0. Fea...

We're pleased to announce that ShareDo's next patch release, version 7.9.1, will be in general availability on August 29, 2025. This release builds upon version 7.9.0, focusing on resolving issues and enhancing usability. It consists of five resolved issues. In the table below, the Internal ID reference is solely for ShareDo to track the items.   Is...

This video shows an overview of the Clio Operate finance configuration, presented by Aaron on the 8th of November, 2023. The key concepts are defined before you are shown how to configure the Chart of Accounts and Payments. Further configuration is demonstrated by tying everything up in a Budget configuration. 00:00 Agenda01:12 Key concepts03:34 Con...

Session 1 of 3 This is the first of three sessions introducing Document Templating in ShareDo. James presented it on November 5, 2025. Chapters 00:00 Agenda04:09 Document Templates - What is a document template?08:26 Document Templates - Demonstration of key functionality- File list- Top and Tail letter- Content Blocks- Template delivery channels- M...

In this recording of training presented on October 10, 2023, Simon walks us through the ShareDo Visual Workflow Modeller. Timestamps 00:00 Agenda02:27 What is Visual Workflow?12:34 Triggers19:20 Workflow Toolbox01:16:18 Testing, maintenance & execution 01:39:15 Questions? Archived training: September 2022 This training video, recorded on the 14t...

This open (free to all) training video was recorded in September 2022 and gives a high-level overview of ShareDo's architectural layers. It then gives a deeper dive into integration, the ShareDo data architecture, and how to manipulate and use data externally....

Work Item Merge is a feature that allows instances of various work types to be merged into a single work item. For example, duplicate matters can be removed from the system by merging them into one matter. The source represents the work item that will be merged into the target work item. The feature can be configured to determine which work items ca...

  This recording is an overview of configuring and using time recording in ShareDo. This training video was recorded on the 15th of January, 2025. For more information on Time Recording, see the Overview article. The PowerPoint deck is available here: Time Recording. Chapters00:00 Introduction00:30 Agenda03:05 Overview of the training05:12 Key conce...

When you open a ShareDo blade, there are likely to be multiple sections displayed. By default, these sections are expanded with all fields visible, like the Matter Details in the image below. To collapse a section by default, you can turn off the Is Expanded setting. Turn off the ‘Is Expanded’ setting Navigate to Modeller > Work Types and select ...

v7.7.0 and later Instead of creating document templates from scratch, you can clone existing templates and pack contents using the Clone button in the ribbon menu of an opened template. To find the template you wish to clone, navigate to Launchpad > Open Document Admin > Document Templates and browse or filter the list view to find the templat...

Clio Operate allows seamless integration with third-party applications, but linked services can sometimes stop working if their tokens expire. To address this, we’ve introduced the Keep Alive option. This feature ensures that linked services remain active, even during periods of inactivity. Here’s how it works and why it’s beneficial. The Issue: Tok...

A common process step in your case lifecycle is to check for potential duplicates or conflicts of interest. In Clio Operate, this is handled by a specialist type of search called process searches.  These types of searches run as a background process and record their results within a task. They are designed to run in the background so users can conti...

We're pleased to announce the next patch release of sharedo - version 7.5.3 - is in general availability as of this afternoon, 30th August 2023 Focussing on defect fixes and usability improvements, this release consists of 11 new or enhanced features and 40 priority fixes, along with 2 small quality-of-life features to enhance usability and configur...

Relavent to ShareDo v7.7 and later Introduction To create a business rule, navigate to Modeller > Rules > Business Rules. There you will see all existing rules once they have been migrated from Matching Rules that existed before ShareDo version 7.7. Click the Matching rules (deprecated) button at the top right of the Business Rules page to vie...

Overview The ShareDo customer success support plans differentiate between product defects, and customisations or environmental defects. Our support plans cover only product defects. Your internal configuration team should resolve customisation defects. You can also engage ShareDo's Professional Services team, who will provide help and advice at stan...

In this session, recorded on the 6th of September 2024, Phil Swinburn takes us through an introduction to Business Process Management and Notation. Chapters 00:00 Introduction02:20 Workflow vs. Business Process 03:54 Abstraction: A brief history of communication 07:42 Visual Language / Flow Process 10:34 Process Visual Information like a Superhero 1...

James presented this entry-level ShareDo Configurator training over six days, in two-hour sessions starting on July 29, 2024. Objectives of the course Discuss the core principles of ShareDo Provide an overview of some of the key functionality Equip the trainees with the skills to create a new work type and undertake some simple configuration, includ...

Refining the ODS Search feature improves search result relevance and accuracy by managing the weightings on fields and exact matches. See the article Understanding Search Scopes for information on using the ODS search in an advanced search scope. Access this feature at Launchpad > Modeller > Global Features or from the Modeller and search for ...

The Work Scheduling settings card allows a configurator to define how a work item's lifecycle is calculated. Work Scheduling settings are mainly relevant to Task work types (including key dates) and are available on the work type modeller page: Launchpad > Modeller > Work types. Open a work type on its General Settings page. Defining how a wor...

What does the widget do? The Prepare Document Browser widget lets you add a list view to a portal page where users can browse the document templates on the system by category, preview them, and prepare documents based on the selected template. This is especially useful for environments that have very many templates. How to use it Enter a word or phr...

We're pleased to announce the next patch release of ShareDo - version 7.6.1 - is in general availability as of the afternoon of the 21st of February 2024. Focusing on resolving issues and usability improvements, this release consists of 17 fixes and UX improvements, and four enhancements.  Features/Enhancements in 7.6.1 Full list of all feature and ...

Portals are useful for managing different tasks, but they could be even better with some customisation. Imagine being able to add a ribbon with your own commands, like "invoke service portfolio" on "mysite," or a panel with quick buttons like "manage participants" on a matter portal. This would make it easier to get things done quickly without navig...

In this article, you will learn how to configure the work item and blade ribbon menu options for a work type. Grant Role Permissions Your first step is to grant role permissions for a work type. This links the permissions of a team or user to this work item.  Certain menu items, like the Create Task item, require specific permissions. For example, t...

The Analytics feature enables configurators to view the analytics mechanism used in the environment and provide connection details. To configure Analytics, navigate to Launchpad > Modeller > Global Features > System > Analytics. The services available are: SQL Azure - You can toggle Job Scheduling on or off when this is chosen. Microsoft...

List views are common across the application and are efficient ways of displaying data. Although list views may look different across the application, they have standard features to help you use them, such as filtering, sorting, customising, and exporting data. Frequently Asked Questions Expand the sections below for answers to each question. How do...

In this training recorded in September 2024, Jennie takes Solution Architects through client considerations at design time. Use the Table of Contents to jump to the recording you want to review. To make it easier to jump to the chapter you want to review, open the recording on YouTube using the Watch on YouTube link in each video. You can drag the t...

The hierarchy of work items plays a crucial role as it influences several vital aspects, including: The synchronisation of participant roles Calculation of fees How documents are stored and the enforcement of security protocols, among other elements.  The reparent a work item feature considers these factors and ensures that re-parenting does not res...

Users can change a work, instruction, or contact type into another. Use the Change Type feature if one of these types has been created in error or a different contact type is preferred. The Change Type action in the More Options menu of one of these types is only available when a change rule has been configured for the type and the user has the appr...

In this Overview session, James demonstrates the basic use of ShareDo from a user perspective, with a quick look at the Modeller and Admin areas. Chapters 00:00 Introduction and Agenda01:19 ShareDo demo01:32 The Workbench02:10 My Profile06:50 Notifications09:40 Time Recording10:20 Help / Knowledge Base demo14:12 My Cases14:39 Launchpad17:30 Admin Me...

Clare takes us through the best practices for ShareDo Solution Architects in this presentation, recorded on July 23, 2025. Chapters 00:00 Introduction00:47 Agenda01:37 The Solution Architect RoleFRAMING THE CAPABILITIES05:53 Stakeholder Management09:10 Leadership and Motivation     - Business Landscape Complexities     - Delivery Model Complexities1...

We're pleased to announce the next patch release of ShareDo - version 7.5.5 - is in general availability as of the afternoon of the 26th October, 2023. Focusing on defect fixes and usability improvements, this release consists of 20 priority fixes. This release also includes 14 security-related patches. After implementing this patch you must rebuild...

In a production environment, dedicated Power BI Embedded capacity is required to issue embed tokens to users viewing reports through Clio Operate. Create Power BI Embed Resource in Azure Power BI Embedded dedicated capacity is provided as an Azure resource. This should be created in the same tenant subscription that was used to register your Power B...

We presented these four training sessions in February 2024. The sessions cover troubleshooting Clio Operate issues, extending Clio Operate, creating custom components using the IDE, and Clio Operate in a Box. Use the Table of Contents to jump to the recording you want to review. To make it easier to jump to the chapter you want to review, open the r...

The Open form builder blade menu command that you can add to menus and calls to action etc., allows you to open a form builder in a blade for a given work item. This is useful when you want to edit a form that is attached to a Matter's add/edit blade, by opening it in its own blade. For general information on customising menus, see the article Confi...

To prevent a task from closing while there are still unsent emails or documents, ensure that your workflow configuration includes phase guards for pending document deliveries. Typically, this involves setting conditions or using validation rules within your workflow management system to verify that all required communications have been sent before a...

We cache the Modeller config in memory for performance reasons - this saves a call and response to the database every time we need a particular setting (which can happen hundreds of times while rendering a single page). The cache can take a few seconds to reload from the database, and must be loaded entirely, so we don't want to do this every time y...

In this ShareDo Overview session, James demonstrates the basic usage of ShareDo from both a user and configurator's perspective. Chapters 00:00 Introduction00:23 Agenda01:58 ShareDo today02:29 Let's dive into ShareDo02:50 What users see- User profile- Blades- Aspects- Nav bars - Teams- User account- Persona08:11 Top menu bars- Notifications- Time re...

Overview of the Document Repository Viewer The Document Repository Viewer in ShareDo allows users to access and interact with documents stored in an external document management system (DMS)—all from within ShareDo. Where relevant, the viewer is configured to display files and folders linked to the current work item, ensuring users can quickly find ...

There are several features you can enable or disable as needed within your environment. The Global features section of the left-hand menu in Modeller allows you to configure these features. If a feature has subfeatures or phase features, you can also manage them from this menu item.  Features are organised into categories like Case features (which i...

Clio Operate uses Microsoft Word’s Rich Text Content Controls when tagging document templates. These controls, or tags, are displayed like this: When Clio Operate generates a document, if no data matching the tag exists in Clio Operate, the tag remains unhydrated, meaning it keeps its placeholder text and style rather than being replaced with live d...

An overview of how to configure and use time recording in ShareDo. This training video was recorded on the 23rd of January, 2024. For more information on Time Recording, see the Overview article. Timestamp 00:00 Introduction00:28 Agenda01:20 Overview of the training03:22 Key concepts05:45 Time recording feature framework06:44 Global feature demo07:4...

We're pleased to announce that ShareDo's next patch release, version 7.8.1, is in general availability as of the 24th January 2025. This release builds on version 7.8.0 and focuses on resolving issues and improving usability. It consists of 35 resolved issues. Browser Tab Titles 111621 [UX] - Add contextual window/tab titles depending on where user ...

User can get a 360° view of everything in the system that they are connected to in any way. The 360° portfolio can be configured to show all contracts, instructions, matters, statements of work (SOW), and tasks (and many other lists) that the user profile is connected to. Use the My Network portion of your user profile to view the 360° portfolio ite...

This training session introduces Business Process Modelling and its notation in relation to designing a process for use in ShareDo's Visual Workflow Modeller. It was recorded on the 31st October 2023. Sites of interest mentioned in the course include: ShareDo training on the Visual Workflow Modeller Introduction to Object Management Group standards ...

Recorded on 21st August 2024, in this video we provide a technical overview of ShareDo’s product architecture. We cover our thinking behind the system design, including insights on how we approach integrations, SDLC/ALC practices, and more. If you would like a better understanding of how our product works at a fundamental level, and why we chose to ...

In this session, Jennie shows us an end-to-end run-through of the Visual Workflow Modeller. This session was recorded on the 13th of September, 2024. Chapters 00:00 Introduction and Agenda 01:56 What is a ShareDo Visual Workflow? 02:29 Workflow structure: Trigger; Process; End. 05:08 Naming your workflows 05:40 Walking through the workflow we'll bui...

You can record voice notes attached to work items. These notes are stored in your document management system (DMS) and behave similarly to other work item related documents. You can preview them and configure the system to send them to typists for transcribing.  Configure the Voice Note Global Feature and Work Type Before you can use the Voice Note ...

The system creates a network of tasks, matters, and other work items like payments and offers. However, when cases are cancelled or closed (finished), users often have to manually close all related tasks and key dates. This can lead to tasks being left open, which can cause worklists to grow cluttered over time. The Auto Close Descendants feature wa...

v7.7.0 and later The Latest Changes menu option opens a page showing recent changes and who made them, helping you keep track of what’s happening in Modeller. The page shows changes by time/date, user, and comments, which can then be expanded for details. There is also a Latest Changes card on the Modeller landing page. You can access the open link ...

Introduction to ShareDo Users, Teams, and Permissions, presented by James on the 29th January, 2025. The PowerPoint deck is available here: Users, Teams & Permissions Overview Training. Chapters 00:00 Introduction00:47 Internal Users: Objectives01:48 Quick look at the Knowledge Base03:10 Internal Users: What are they?03:54 User Authentication04:...

This article describes integrating Okta with Clio Operate for user authentication and provisioning. To integrate Clio Operate with Okta, you must complete several tasks: Create a new app integration in Okta so that Clio Operate can use Okta for authentication Configuring Clio Operate to use Okta as an OpenID Connect (OIDC) authentication provider En...

Security barriers allow admins (who have the Security Barriers - Edit permission) to configure an organisation's security policies. Once in place, they effectively lock down security assignments and remove most opportunities for human error. Put another way, security barriers are used to allow a user or team to hold a specific role, or disallow a us...

Simon Hook presented these four training sessions for ShareDo configurators in May 2024. The sessions cover an overview of the Modeller and Admin sections, managing users, teams, and permissions, and managing Work Types. Use the Table of Contents to jump to the recording you want to review. To make it easier to jump to the chapter you want to review...

Known issue: Microsoft online editors convert Clio Operate content controls in headers and footers to text when document templates are edited and saved. Issue When document templates with content controls in the headers or footers are edited using Word online, the content controls may be converted to plain text when the document is saved. Any output...

The Clio Operate product is constantly evolving. New functionality is being released, existing functionality is enhanced, and, occasionally, functionality is removed. The Modeller Assistant can manage your solution through these changes as easily and risk-free as possible. This proactive tool inspects your configuration to identify potential issues ...

This document introduces the user interface. For more information about the process and end-to-end data flows, please refer to the article  Data Loading Principles and Practices . Using the Data Loader Data Staging Responsibility The data that will be loaded into Clio Operate first exists in the client's network. It is the client's responsibility to...

The Power BI feature allows Power BI reporting to be enabled within the system and provides an entry point for the configuration that should be used with Power BI. Access this global feature at Launchpad > Modeller > Global features. Search for power. You should have a Default configuration set up. Click the gear icon to open this and change t...

Use the Phase model menu item of the Work Type Modeller to create a phase plan that defines all the phases a work type can inhabit. Use the same menu to edit elements of a phase plan. You can access the phase plan from the left-hand navigation menu (Phase model) or the Edit plan link on the Advanced Settings widget.   Create a phase plan Follow thes...

This three-day, six-session demonstration of ShareDo foundations was recorded in late 2025.  Day 1 Session 1 Demonstration of ShareDo from a typical user's perspective. Day 1 Session 2 00:00 - Introduction to ShareDo Modeller25:56 - Creating a new Work Type (Scenario 2 - Contaminated Land)38:18 - Statements of Work 53:42 - Relationships 57:39 - Serv...

In this training session, recorded on March 5th, 2025, Alex provides a short overview of Workbenches and Portals and how to customise them based on Personas you can create or edit. Related articles General Navigation - Understanding Portals and Blades Introduction to Personas and Portals Modelling your work types with ShareDo Chapters 00:00 Introduc...

We're pleased to announce that the next point release of ShareDo, version 7.8.0, is generally available as of December 20th, 2024. This release includes approximately 48 new or enhanced features and 79 issues and usability fixes. ShareDo version 7.8.0 also incorporates a roll-up of new features and issues shipped in all patch releases since 7.7.0. F...

When working with widgets in your portal page, you might encounter formatting issues, such as inconsistent styling of static text and tags. This helps you create CSS formatting styles to ensure a uniform appearance. The styles are available wherever the Rich Text Editor is used, such as on widgets and email templates. Reset Cache Headers when making...

To configure the Outlook Add-in for your environment, search for it on the Global Feature administration page of Modeller > Global features > All global features. Outlook Add-in configuration checks The Search Scope, Work Types, and Content Security Policy should be automatically configured, and checks should confirm that the configuration is ...

This article demonstrates how to create a more precise Form Builder layout that correctly aligns controls in rows. For example, this image shows multiple rows with three fields aligned per row.  Using standard layouts, this is not possible. Controls are associated with zones (or containers) in the layout, and these zones are filled with the controls...

Maintenance Plans are an Administration function within Clio Operate. You can think of them like a UI-powered Cron Job.  Every instance of Clio Operate comes with a handful of plans out of the box. Some are polling jobs, such as checking for new SMS messages. For example, using a third-party service to pull texts into the platform might run frequent...

In this Advanced Modeller Techniques session, James takes us through a couple of areas of the Modeller in ShareDo: Business Rules Calculated Fields and Lists Using them in Documents Chapters 00:00 Introduction00:13 Business Rule Engine: What is a Business Rule?00:57 Examples01:20 Fundamentals: How can Business Rules be used?02:40 Demo43:25 Calculate...

Relevant to ShareDo v7.7 and later How do you migrate Matching Rules to Business Rules? In ShareDo v7.7, all of the rules within the system are upgraded from our Matching Rules engine to the new Business Rules engine. As part of this upgrade, Business Rules jobs in the Modeller Assistant will highlight any possible changes in functionality. To learn...

Calculated fields can be created against document template tags to format document-related data. For example, you can use calculated fields to vary the content of the subject line of a letter or email, depending on the type of recipient of the communication. You could also use them to format the user responses on a form builder questionnaire used in...

Session 1 of 3 This is the first of three sessions introducing Document Templating in ShareDo. James presented it on November 5, 2024. Chapters 00:27 Agenda01:52 Document Templates 04:40 What is a ShareDo document template? (demo)31:50 Document Analysis: Curating your list of document templates.38:36 Date context: What is data context?41:43 Adding t...

Access this global feature at Launchpad > Modeller > Global Features. Search for maintenance. Maintenance mode allows the system to be locked down to specific users when performing system maintenance, such as upgrades or an import of a configuration package. Users not added to the access list will be shown a system maintenance screen with a co...

This release of the ShareDo Outlook Add-in (January 6th, 2025) contains the following features and resolved issues. While some changes have a dependency on ShareDo v7.8.0, the add-in will still work with older versions. The Outlook Add-in should update automatically, although occasionally an Outlook restart is necessary.   Features Internal ID Descr...

Simon presents a beginner overview of ShareDo in this training, recorded on the 25th of July, 2024. Topic timestamps: 00:00 Introduction02:12 Agenda04:33 Our journey so far.06:06 What's in the box?10:12 Solution accelerators.14:23 Demo - training site.15:53 Workbench / Home screen.17:43 Top Nav - logo/search bar.19:48 Top Nav - Launchpad (including ...

A calculated list allows you to apply further sorting and filtering to lists. These are then stored as Calculated Lists, which can be used within the application or in  document templates .  Examples:  I have a list of customers on a work type, and I want to have a pre-filtered list of those customers that only shows those customers who have an emai...

Watch this short video to learn about working with document expectations....

Clio Operate integrates with FormEvo's comprehensive and secure electronic and digital legal forms library. In the past, Clio Operate users who required court forms had to download the form, convert it to Microsoft Word format, and add Clio Operate tags to use it. This is no longer the case. FormEvo provides a library of electronic forms, and Clio O...

Out-of-the-box, the application is designed with a standard interface, depending on your persona. Personas are categorisations of users. For example, you could be an internal user of your organisation, or you could be a B2B or B2C customer. Each persona has a different interface for the system. Standard Layout For Internal Users The layout of the sc...

This training video is a recording done on the 22nd of June, 2022 and deals with advanced Modelling. It covers the following list of topics: Notifications Diagnostics Key Facts Widget Embedded Portals Plan Widget DocuSign Data Quality Rules Document Journey Some New Functionality...

The Clio Operate Docusign integration is designed to present the user with a completely integrated electronic signature experience as part of the Prepare Document journey. Similar to emails or post, electronic signatures can be made available as a delivery action for documents. Once the electronic signature process is started: The user will be prese...

If code is edited in the IDE that affects the front-end, you must use the Cache Headers feature to reset the cache key for those changes to reflect in the User Interface (UI). Only administrators have permissions to do this. The feature may not be enabled in situations where a performance benefit at the expense of file caching may be not be desired,...

We're pleased to announce that ShareDo's next patch release, version 7.8.4, is in general availability as of the 20th of March 2025. This release builds on version 7.8.2 and centres on resolving issues and enhancing usability. It comprises 30 addressed issues.  This release includes two fixes that affected a small number of client configurations, th...

In this hour-long training, Jennie introduces us to Finance in ShareDo. The main idea behind this training is to see what's available for Finance in ShareDo.  Chapters 00:00 Introduction   00:50 Agenda   02:14 Background/Definitions   02:29 Schedule of Claim   02:52 Costs and Disbursements   03:15 Offer   03:32 Settlements   03:37 Payments   04:28 F...

In this training session, recorded on March 14th, 2024, Alex provides a short overview of Workbenches and Portals and how to customise them based on Personas you can create or edit. Related articles General Navigation - Understanding Portals and Blades Introduction to Personas and Portals Modelling your work types with ShareDo Chapters 00:00 Agenda0...

Introduction The Global Navigation Bar menus include the Launchpad , My cases menu, and Help menu. Launchpad: use the launchpad menu to create work items or activities and to access the Modeller and admin functions.  My cases: access bookmarked work or work where you have an important role, here. Help menu: access the Knowledge Base or other configu...

This release of the ShareDo Outlook Add-in (May 21st, 2025) contains the following features and resolved issues. While some changes have a dependency on ShareDo v7.9.0, the add-in will still work with older versions. The Outlook Add-in should update automatically, although occasionally an Outlook restart is necessary.   Features Internal ID Descript...

The Outlook Add-in is dependent on ShareDo v7.7 or later. Adding or removing the add-in may take hours to reflect in Outlook. This is a Microsoft constraint.   Overview The ShareDo Outlook add-in lets you integrate directly with cases in your ShareDo environment while working from Outlook as your primary communication tool. The add-in allows users t...

These four sessions of the Configurators Overview course were presented in May 2025. The sessions cover an overview of the Modeller and Admin sections, managing users, teams, and permissions, and managing Work Types. Use the Table of Contents to jump to the recording you want to review. To make it easier to jump to the chapter you want to review, op...

Use the Solution Modeller to import previously created and exported solution packages. See the article Exporting Clio Operate Configuration for more information on building and exporting solution packages. It is best practice to perform imports after hours and to use the Maintenance mode global feature to minimise issues when importing a solution pa...

Clio Operate integrates with FormEvo's comprehensive and secure electronic and digital legal forms library. Previously, Clio Operate users who required court forms had to download the form, convert it to Microsoft Word format, and add Clio Operate tags to use it. This is no longer the case. FormEvo provides a library of electronic forms, and Clio Op...

This recording of the open training (free to all) on modelling the ShareDo user interface was done on the 13th of July, 2022. It deals with key concepts for configuring the user interface for an improved user experience, concentrating on a few different parts of the system with some examples to help you think about designing those areas better. ...

Calculated list allows you to apply further sorting and filtering to lists inside the application. These are then stored as 'calculated lists' which can be used within the application or in document templates. Example: I have a list of customers on work type. I want to have a pre-filtered list of those customers that only shows those customers who h...

The Title and Reference Generator is used to configure a work type to automatically generate titles and references for child work items, based on system data or data entered by a user. Depending on how they are configured for a work type, the title or reference generated when a child work item is created may be set to allow users to edit them, or no...

We're pleased to announce the next patch release of ShareDo - version 7.7.2 - is in general availability as of the afternoon of the 4th of October, 2024. This release builds on version 7.7.1 and focuses on resolving issues and improving usability. It consists of 48 resolved issues. Enhancements for 7.7.2 ShareDo Outlook Add-in Global Feature The new...

We're pleased to announce the next patch release of ShareDo - version 7.7.1 - is in general availability as of the afternoon of the 16th of July 2024. This release builds on version 7.7 and focuses on resolving issues and improving usability. It consists of 16 resolved issues. Issues Resolved in 7.7.1  Full list of issues resolved in this release: 1...

We're pleased to announce that ShareDo's next patch release, version 7.7.4, is in general availability as of October 18, 2024. This release builds on version 7.7.2 and focuses on resolving issues and improving usability. It consists of 16 resolved issues. Issues Resolved in 7.7.4 Full list of issues resolved in this release: Internal ID Resolved Iss...

This article provides a reference for some of the CSS classes available for styling basic elements like text, form builder fields, sections, etc. Text color Bootstrap/theme text-primary - primary theme colour text-success - green text-warning - amber text-danger - red text-info - blue text-muted - light grey Hover hover-primary - primary theme colou...

The Open list view blade command in the menu designer allows you to open a specified list view in a blade for a work item. For example, you can configure a menu item to open all tasks for a matter in a blade, and configure the blade with a custom width. For general information on customising menus, see the article Configuring menus for work types. T...

Thank you for attending our standard three-day ShareDo Modeller training course. This article provides a summary of the key topics covered during the sessions, along with links to supporting articles and recordings to help you continue learning. Topics Covered in the Training Each of the topics below was introduced during the course. The links will ...

You can use calculated fields to expand the data model using configured or captured data. For instance, you might want to fill calculated fields based on data captured in other fields. Calculated fields allow you to write short scripts to extract any Clio Operate data. Using calculated fields is ideal for document generation or template administrati...

We're pleased to announce the next patch release of ShareDo - version 7.6.2 - is in general availability as of the afternoon of the 22nd of March 2024. This release focuses on resolving issues and improving usability. It consists of 18 fixes/UX improvements, and two enhancements.  Features/Enhancements in 7.6.2 Full list of enhancement tickets shipp...

You can link work types. Instructions can have a special relationship with another work type. This is useful when an instruction work type is being used to initiate a case/matter, and that instruction/case/matter is combined with a contract/statement of work. Linking a new work type to an instruction is a simple process, but it must be done correctl...

Handling unknown participants As part of your case data capture journey, it is common that you may not have all of the information required at the point of entry. An example is that a participant of a particular type isn’t known. Often case handlers will create an unknown participant, and very soon, you will most likely have many of those within the...

Join our Global Innovation Director - Phil Swinburn - as he takes us on an extensive tour of the ShareDo platform. ShareDo is a case management platform that enables lawyers to achieve superhuman results. It creates more time by making light work of countless daily tasks, leaving you laser-focused on delivering the best outcomes for your clients. Fe...