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 v1.0.3   To perform an Address Lookup in ShareDo, you must first configure a provider. Below are the instructions for configuring Google Places as an Address Lookup provider. Install Google Places To in...

The Audit Event workflow toolbox item allows you to log new audit events. The system automatically logs a whole host of audit events. Phase changes, role changes, participant addition/removal, key date updates, and more. Sometimes, this isn't specific enough, or you want to add a bespoke audit record. The Audit Event can be triggered anywhere in a w...

To perform an Address Lookup in Clio Operate, you must first configure a provider. Below are the instructions for configuring Loqate as an Address Lookup provider. Loqate comes preinstalled out of the box for Clio Operate customers. Configure API Key for Loqate You need to provide an API Key to use the Loqate Service. You can set this up from your L...

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 for configuring Legl as a provider for KYC and KYB Checks. Acronym Full Wording AML Anti-Money Laundering CMI Client Matter Inception KYC Know Your Customer KYB Know Your Business To install Legl in yo...

Within the toolbox, it is now possible to use the evaluation of a Business Rule to guide your workflow. This acts similarly to using the Conditional If workflow toolbox item. For information on the Conditional If workflow toolbox item, see the article Using If in a Workflow. The key difference between evaluating the If toolbox item, which takes inpu...

To send messages from Clio Operate, you must first configure a provider. Below are the instructions for configuring Twilio as an SMS Provider. To install Twilio in your Clio Operate environment, contact your CSM, and Clio Operate will install it for you. Within Modeller > Global Features, search for the following two features: If you are using Tw...

To perform an Address Lookup in Clio Operate, you must first configure a provider. Below are the instructions for configuring AddressFinder as an Address Lookup provider. AddressFinder comes preinstalled out of the box for Clio Operate customers. Configure API Key for AddressFinder You need to provide an API Key to use the AddressFinder Service. You...

What is it? When you use an Event to trigger a workflow, you often want to pass in values from that event to give the workflow some context. This is referred to as binding or mapping. This enables you to use the data from the event within the workflow to do many things. For example, you may use it as a parameter in an IF statement. Configuration Onc...

Work Instance Query The Existing Instance Branch toolbox item is a conditional block which will give you more granular control over what to do with a workflow if you have manually changed the phase of a work item, which can occasionally lead to running a workflow more than once or perhaps not at all. Common Uses It has three potential outlets which ...

It is now possible to stop individual instances of a running workflow in cases where one is hanging or where you triggered multiple while testing. Navigate to: Modeller > Workflow > EE Instances From here, you can open and examine individual Workflow instances. When selecting the menu on a row of the workflow Instances list view, you now have ...

You may have many instances of a Workflow kicked off due to a bulk import or some other scheduled task. This feature allows you to assign a custom Name to a Workflow Instance to make it easily identifiable. Prerequisites This toolbox item has no mandatory prerequisites unless you wish to pass variables into the instance name. Configuration For simpl...

Work Item Search is a wrapper for the Clio Operate public API, which can be used to search for articles based on a number of characteristics. Prerequisites Know what you want to search for and how to use it. What are you searching for? But more importantly, what will you pass into the search block to look for it?  We'll break this down in the next s...

Maintenance Plans are an Administration function. You can think of them like a UI-powered Cron Job.  A handful of plans are supplied with Clio Operate. Some are polling jobs, such as checking for new SMS messages. Using a third-party service to pull texts into the platform might run frequently, say every 15 minutes. Other plans might be to keep the ...

What is it? When you use an event to trigger a workflow, you can use a phase change or phase transition as the trigger. To enhance this capability, we allow you to drill down to specific phases, work types, or whether a phase has a particular feature. Configuration Once you have your visual workflow set up, built, and saved, you can start thinking a...

The Create outgoing SMS visual workflow toolbox item is a simple method for creating an outgoing SMS task against a work item. Common Uses There will often be a requirement to send an external SMS as part of a workflow, such as Case Updates or Reminders. This toolbox item makes that easier by automatically creating the outgoing SMS task with all the...

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, outbound messaging, inbox management, workflow automated messaging, templates, and delivery receipts. Textlocal Messenger Deprecation   Textlocal Ltd. has closed down and the Textlocal Messenger has been ...

Flagging a Workflow as a ‘System Workflow’  provides the ability to both hide or highlight System Workflows from the default List Views By default, this column, and these ‘System Plans’ will be hidden from view of most users. There will be some Workflows that are viewed as ‘critical’ to the operation of a system, they may perform basic functionality...

This item looks for an existing Key Date belonging to a work item and makes it available to be manipulated inside the Workflow. Prerequisites You will need to configure an Input Parameter, that is a Work Item Identifier, and set a binding to match this as desired. Configuration Required configuration: Parent Work Item (Work Item Identifier). Key dat...