Vincent is an AI legal assistant that works inside your matters in Clio Operate. Vincent reads what is recorded on a matter, answers questions about it, researches the law and drafts work for you. With your approval, Vincent also updates the matter, for example by creating a task or recording time. Your administrator decides who can use Vincent and ...

A Supervised By connection records which user supervises another user. Allocation rules read the connection to resolve a supervisor at runtime, so any process that assigns work to a supervisor depends on it. Document approvals are the most common example. The Lookup supervisor allocation rule follows the Supervised By connection of the document auth...

In this recording, James introduces us to document bundling in Clio Operate from both a user's and a configurator's perspective. Chapters: 00:00 Introduction01:57 Bundling Workflow - User04:09 Litigation Case Document Bundle demo42:11 Bundle Configuration Workflow - Configurators...

Overview Rate cards hold the chargeable and cost rates that Clio Operate uses across Fees, time recording and Payment Requests. Before release 7.12, this area was called Goods and Services, and its setup was split between Modeller and Admin. From 7.12, it is renamed to Rate Cards and managed entirely in Admin, under Admin > Finance > Rate Card...

What UI events are Clio Operate screens are built from independent widgets, panels, and list views placed side by side on the same page. UI events let those pieces communicate in the browser. When something changes in one place, for example a work item is saved, a phase is progressed, or a document is generated, that action broadcasts a named event....

A document approval blocks a generated document from being sent until an approver accepts it. This walkthrough configures one complete example: a letter that the author’s supervisor must approve before the letter can be issued. Each section covers the decisions and the order of work. For field-by-field detail, follow the links to the reference artic...

Quick answers to questions that come up when building document, email and SMS templates. This is a short list for now and will grow as more questions recur. Select a question to see the answer. Email and SMS templates Can I set a CC on an email template? Support for setting a CC on an email template was added in a later release (targeted for 7.12). ...

The text shown beside a Key Date in the user interface looks like a label, but it is the Key Date’s title. Because the title is configurable, you can replace a static string such as Incident Date with a dynamic one such as Date Dave fell over, where Dave is pulled from a participant on the parent work item. Overview Key Dates are work items in their...

Your go-live is one of the most important moments in your move to Clio Operate. When you plan a go-live, a data migration, or another large activity, tell us in advance so we can put the right support in place. Give us at least 14 days' notice and raise the request through the support portal. The same process applies to major activities at any time,...

Overview A Content Block is a reusable piece of content that you store centrally in Clio Operate and insert into documents during assembly. Use blocks for any content you reuse across multiple templates: letter headers, footers, signature blocks, address blocks, standard clauses, terms of business, and appendix-style attachments such as mandates. Th...

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 ...

Work through in order if you are new, or jump to the stage you need. Getting started Logging in : set up single sign-on before anything else. General Navigation: Understanding Portals and Blades : learn your way around the interface. Your Workbench : your daily view into current cases and tasks. Bookmarking work : save your place in the system. Intr...

Overview File naming rules control how Clio Operate builds a file name when it saves a document to a repository. One central set of rules now applies across document generation, document bundling, email archiving, inbound email attachments, document split, legal forms and electronic signatures. Before release 7.12, each of these areas used its own f...

When you first go live, the way you work changes and questions come up. Hypercare is the period straight after go-live when support is at its most intensive, so issues are found and resolved early while your firm settles into Clio Operate. Your agreed hypercare period The length of hypercare varies from firm to firm. Where a hypercare period has bee...

Going live with Clio Operate is a shared effort between your firm and Clio. We prepare and validate the platform. You prepare your people, complete testing, and confirm your firm is ready. Preparation runs across roughly the three weeks before go-live, and the steps below show what to do and when. What we do and what you do We handle the platform: s...

An instruction is the work item that captures a piece of work before your firm is engaged. Once it is ready to proceed, it spawns a matter, which becomes the active case. The instruction and the matter are separate work items: spawning creates the matter and links the two, it does not convert the instruction in place. This article explains what data...

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....

SMS document templates send a text message to one or more participants on a work item. From version 7.12, SMS templates support role-based restrictions on the recipient field at the template level, in line with the existing Email To and Email CC behaviour. Open Document Admin From the menu, select Open Document Admin. In the left-hand panel, select ...

Overview By default, Clio Operate encrypts all data at rest with platform-managed keys. Bring your own key (BYOK) adds a key that you create and own. Your key wraps the encryption keys, so you control whether your data can be decrypted. Clio Operate uses your key to protect all databases and virtual machine disks in your stack. You choose where the ...

Quick answers to questions end users ask most often when working in Clio Operate day to day. Select a question to see the answer. If you cannot find your answer here, try the search bar or the chatbot, or contact your system administrator. Emails and appointments Why are my outbound emails not sending, and why is the outbound email feature shown in ...

Before you start This feature applies only to O365 SharePoint document repositories. Other repository providers are not affected. Your administrator must enable the ChangeFileTitles capability on the repository before the feature appears in Clio Operate. Contact your administrator if the actions described below are not available. To edit titles inli...

You can add Vincent to a visual workflow, so that Vincent carries out work at a set point in a process. For example, a matter moves to a new phase. Vincent then reviews the matter's documents against your firm's playbook, saves a report to the matter and notifies the fee-earner. A person can then review the result, or the workflow can continue on it...

Clio installs Vincent and connects it to your Clio Operate environment. After that, your administrators decide who can use Vincent, where it appears and how it behaves. You make all of these settings in Admin and Modeller. Some settings in this article depend on the version of the Vincent integration that your firm has installed. If a setting is mis...

Three Clio Operate integrations with Office 365 need an app registration in Microsoft Entra: authentication, SharePoint Online as your document management system, and outbound email. This article covers the steps all three share and explains what differs for each. You can create one app registration per integration, or reuse a single registration fo...

Clio Operate can send outbound email through Microsoft Office 365. Sending email from Clio Operate lets the case and task history record what was sent to participants. Clio Operate also tracks the replies and associates them with expectations. You configure outbound email in the Outbound Email global feature. Before you start You need the following ...

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 ...

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...

Configure how Office documents open from SharePoint Before you start This setting applies to Office documents (.docx, .xlsx, .pptx) stored in a SharePoint document repository. Other DMS providers and non-Office file types are not affected. You need access to Modeller > Global features to enable or disable the feature. Overview Starting with versi...

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...

Applies to: Integrations between Clio Operate and a system you host, on your own network or in your own Azure tenant Read this article if: You are planning an integration between Clio Operate and a system you host, either on your own network or in your own Azure tenant. You have been asked which connectivity option your integration needs. You want t...

The File Extension Whitelist global feature lets you define the file extensions that users are permitted to upload or file across Clio Operate. When the feature is enabled and configured, Clio Operate enforces the allowlist in the Outlook Add-in, document repository uploads, drag-and-drop filing, inbound filing, and Virtual Data Rooms. Users who att...

Quick answers to questions administrators ask most often when running Clio Operate: users, access, integrations and system operations. Select a question to see the answer. Users and access How do I set up SCIM to provision Office 365 users? For the secret token, use the Reference token, not the standard access token. Then make sure the SCIM global f...

This release of the ShareDo Outlook Add-in (June, 2026) contains the following features and fixes. The Outlook Add-in should update automatically, though an occasional Outlook restart may be necessary. This release includes important updates to overall stability and security.   Features Product Area Summary Zendesk Ref Internal Ref Email Filing The ...

Electronic signature is a delivery channel for documents in Clio Operate, alongside email, fax and post. You prepare a document as normal, send it out through the Electronic Signature channel, and Clio Operate handles the rest: sending the request through DocuSign, tracking who has signed, and filing the executed document in your document management...

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...

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...

Getting started with templates Creating a Template : the basic building block of template authoring. Understanding document template types : know which type fits your use case before you start. Clone Document Templates and Pack Contents : reuse existing templates instead of starting from scratch. Migration and planning Planning your document templat...

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 transferred correctly. Deployment Checklist Access the S...

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...

Getting started with implementation Clio Operate Rapid Implementation Process : understand the overall approach. Clio Operate Centre of Excellence : how ongoing implementation quality is maintained. Implementation Catalogue : see what is available before you plan. Solution design and architecture Why have a High Level Design? : start every implement...

Each clip shows Vincent at work in Clio Operate in a specific scenario. The scenarios range from building a custom Vincent skill to adding Vincent to an automated workflow. For an overview of what Vincent can do, see Introduction to Vincent for Clio Operate . Clio adds new clips as the integration develops. The clips were recorded in May and June 20...

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...

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 correct mode depends on whether you are capturing ...

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 ...

Overview The @sharedo/mobile-core npm package provides the components and services you need to build a Clio Operate mobile progressive web app (PWA) in Vue and Vuetify. It handles authentication, API calls, user profile loading, and common UI patterns, so you can focus on features specific to your app. The sample app and live examples are useful com...

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...

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 work types, this feature allows you to capture ver...

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 pin is in the wrong location When using the postco...

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...

Transcription Transcription Clio Operate has implemented Transcription directly into the platform. This will  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 ...

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 Overview The geopoints system in Clio Operate is a comprehensive model for managing location data. Unli...

Vincent is an AI legal assistant from vLex (part of Clio) that works inside Clio Operate. Vincent reads what is recorded on a matter, researches the law and drafts work for you. With your approval, Vincent also updates the matter, and your firm can build Vincent into workflows to automate parts of a process. Vincent requires Clio Operate 7.11 or lat...

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 accident sites. This guide explains how to manage...

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...