Overview ODS Merge consolidates two duplicate records in the Operational Data Store into a single master record. Configurators run the merge from the Admin portal, and the change flows through to active matters. The subordinate record stays in the system, set to inactive, so historical references remain intact. The feature applies to both People and...

James takes us through List Views in ShareDo in this hour-long recording presented on the 25th February, 2026. Chapters 00:00 Introduction and session overview01:44 What is a List View?02:29 Fundamentals.03:22 Demo....

We're pleased to announce that Clio Operate's next patch release, version 7.11.4, should be available from 19 May 2026. This release builds upon version 7.11.3 and addresses a couple of issues, as well as back-end improvements to the indexer, the SCIM provisioning handler, and the deployment pipeline.  Issue Resolved Internal ID  Title Release Note ...

Managing Long-Running Workflows For Optimal Performance Long-running workflows that remain active while awaiting completion can negatively impact system performance, as each instance must be evaluated against every new event. To mitigate this, it’s recommended to adopt a Spine and Child Workflow architecture. Identify Core Process Elements Begin by ...

Overview This article describes the steps required to connect Clio Operate to iManage Cloud (cloudimanage.com). It covers the full integration process — from registering your environments through to testing — and includes variant guidance for specific scenarios. Read this article if: You are connecting any Clio Operate environment to cloudimanage.co...

Transcription Clio Operate has implemented Transcription directly into the platform. This will be available first as part of the Rich Text or WYSIWYG Editor (CK Editor). This means that if you have a Transcription Provider Enabled and set up, you will be able to speak text directly into these fields all around Clio Operate. As of release v7.10.0, we...

This release of the ShareDo Outlook Add-in (October 10th, 2025) contains the following feature. 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 Description 125240 125885...

This is the stand-alone version of this article. Overview When moving your geopoints configuration from a development environment to a production environment, you must use the Solution Modeller to create a deployment package. This ensures that both the geopoint definitions (like "Incident Location") and their associations with work types are transfe...

When the Word Add-in inserts a tag into a document template, it is placed inside a Microsoft Word content control. By default, this control displays a visible frame around the tag. This frame can be distracting when reviewing a generated document or sending it to an external party. The Word Add-in includes a Hide Bounding Boxes toggle in Settings. E...

Overview When a document is generated, any Document Questionnaire fields on the Prepare Document form become read-only by default. This prevents changes to the questionnaire responses that were used to produce the document. If Document Refresh is enabled on the Prepare Document blade, users may need to update questionnaire responses before refreshin...

In this Overview session, James demonstrates the basic use of ShareDo from a user perspective, with a quick look at the Modeller. Chapters  00:00 End-user Experience   - General overview of ShareDo   - Creating a new Instruction and converting to a Matter01:08:24 Brief overview of Modeller...

We're pleased to announce that Clio Operate's next patch release, version 7.11.3, is available on Wednesday, 29th April 2026. This release builds upon version 7.11.2 and contains one fixed issue. Issue Resolved Internal ID  Title Release Note 139483  Zendesk Ref:  14766 [Key Date] - Can't add a key date after removing due to transition error. Key da...

In this training session, James and John demonstrate advanced techniques when using ShareDo Visual Modeller. The first video below is the full session, during which John experienced a microphone issue, and the decision was made to end the session. The second video is John's re-recording of his session, titled “Advanced Workflow Updating.” Advanced W...

This is the stand-alone version of this article. Overview When configuring the Geopoint Address Capture aspect in the Work Type Modeller, you must choose a Display Mode. This setting determines how the location capture fields are presented to the end-user within the Key Facts blade. There are two primary modes: Single Editor and List. Choosing the c...

In this webinar, recorded on 15th April 2026, Sarah takes us through what Clio Operate is and how you use it in your legal business. Chapters 00:00 Introduction and Why Use Clio Operate?05:30 Clio Operate Orientation15:08 Persona view: Partner22:07 Persona view: Client Portal31:05 Persona view: Consumer Client Portal41:02 Persona View: Internal Fee ...

We're pleased to announce that Clio Operate's next patch release, version 7.11.2, should be in general availability by the end of March 2026. This release builds upon version 7.11.1, focusing on resolving issues and enhancing usability. It consists of 22 items. Items in 7.11.2 Enhancement Internal ID Title Release Notes 137153  [Data Loading] - Bulk...

In this webinar, recorded on the 25th March 2026, James takes us through email templates. Chapters: 00:00 Agenda01:55 Knowledge Base introduction03:30 Email template function10:58 Template administration in Document Admin12:44 Create email template (and the CK Editor)28:53 Clone Top and Tail template41:45 Email signature45:23 Dedicated Cover email t...

This is the stand-alone version of this article. Overview The geopoints system in Clio Operate is a comprehensive model for managing location data. Unlike simple address fields, Geopoints represent points or areas in space, ranging from standard postal addresses and DX information to specific coordinates, lines, and polygons. Currently attached to w...

This is the stand-alone version of this article. Overview While the geopoints system is designed to be intuitive, you may occasionally encounter issues with map precision, coordinate formats, or display settings. This guide addresses common problems you might face when capturing or managing location data in Clio Operate. Map and Pin Issues The map p...

This release of the ShareDo Outlook Add-in (December 12th, 2025) contains the following features and fixes. The Outlook Add-in should update automatically, although occasionally an Outlook restart is necessary. This release includes important updates to overall stability and security.   Features and Fixed Issues Internal ID Description 125892 Outloo...

James presented this info session on Notifications in Clio Operate on 22nd April 2026. Chapters 00:00 Introduction and Agenda02:56 Demo: In-app Notifications07:48 Notification Settings: Types of Notifications14:50 Notification Rules17:20 Document Bundle Notification Demo19:04 Use a Notification Type for Key Dates29:50 More Advanced Example: Email No...

You can find a quick video that shows you how to use geopoints in ShareDo at the bottom of the page. Configuring and Using Geopoints Configuring and Using Geo Points Overview The GeoPoints system in ShareDo is a comprehensive model for managing lo This is the stand-alone version of this article. Overview The geopoints system in Clio Operate is a com...

You can now access a comprehensive suite of on-demand, self-led training for Clio Operate through our learning management system, LearnUpon. This resource is designed to empower you to master the platform at your own pace, providing flexibility for your busy schedule while ensuring you have the foundational knowledge required for success. By engagin...

Vincent for Clio Operate pilot phase The Vincent for Clio Operate integration is currently in a pilot and design phase; further details and updated official documentation will be published as they become available.   Vincent is an AI-powered legal assistant that brings advanced legal research and artificial intelligence directly into your Clio Opera...

This is the stand-alone version of this article. Overview You can capture precise location data for your cases, ranging from simple street addresses to complex property boundaries. The Geopoint  feature allows you to plot specific points on a digital map, manually adjust their positions, and draw shapes to represent areas such as land boundaries or ...

Your Learning Journey 6 modules. 26 topics. Everything you need to get confident with Clio Operate. About this journey Clio Operate is a powerful legal matter management platform. It gives law firms the tools to design, automate, and manage complex workflows from the moment a matter opens to the day it closes. This Learning Journey is your route fro...

From version 7.11.0, the Inbound and Outbound Email blades feature a new ‘focus mode’ configuration that streamlines the blade's content to align more closely with Microsoft Outlook. Focus mode is on by default. The images below show the effects of focus mode being off or on. Focus mode off   Focus mode on Configuration To configure the email blade,...

Version 7.11.0 introduced a new configurable Open Repository Explorer command for menus, enabling users to launch the document repository blade directly from work item menus. This feature supports O365, iManage, and NetDocuments integrations, providing consistent document management access with customisable display and interaction options. Configura...

We're pleased to announce that the next point release of ShareDo, version 7.11.0, is available as of the 3rd of March, 2026. This release includes approximately 40 new or enhanced features, 104 issues or usability fixes, and additional security fixes. ShareDo version 7.11.0 also includes a roll-up of new features and issues from the previous release...

You may receive a validation error when entering or configuring email addresses that contain special characters. Valid special characters for contact types are defined by Regular Expressions in the Contact type categories Option Set.  Edit Option Set Values To configure the expression that defines what special characters are valid for email addresse...

We're pleased to announce that Clio Operate's next patch release, version 7.11.1, will be in general availability on March 13, 2026. This release builds upon version 7.11.0, focusing on resolving issues and enhancing usability. It consists of three resolved issues. Issues Resolved in 7.11.1 Full list of issues resolved in this release: Internal ID Z...