The following menu commands can be used to add items to menus. Open List View Blade Configuring the 'Open list view blade' menu command  The Open list view blade command in the menu designer allows you to open a specif 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 examp...

Overview The E&W Manage CRU Accelerator provides a structured way to manage Compensation Recovery Unit (CRU) activities within legal cases involving compensation or injury.  It enables law firms to capture, track, and action CRU requirements consistently, ensuring compliance with Department for Work and Pensions (DWP) processes while working alo...

As part of the Clio Operate accelerator strategy we are developing accelerator specific design principles to ensure we have a consistent and scalable design approach. To ensure accelerator solutions are modular and reusable they should not include elements that we know can vary significantly between clients/environments. For example, accelerator gen...

This section describes how bank details work for end users once aspects are configured. Bank Details on an ODS record Users with the Create permission can add bank accounts directly on the ODS entity record. Modeller > Operational Data Store > Select the ODS entity type. Edit the ODS record. Select Bank Details from the navigation bar. Select ...

Overview The aim of the Civil Mediation work type is to enable the recording and management of mediation on civil matters in England & Wales E&W). The Mediation work type is not intended to be used as a standalone matter type, but as a related child work type to existing matter work types.   In the accelerator, Mediation includes a new root ...

This is a Legacy Accelerator Pack, which is an older accelerator developed in earlier versions of Clio Operate. Legacy Accelerator Packs differ from new Functional Accelerators in several important ways: They do not include implementation guidance or notes They may not leverage the latest Clio Operate product features They may not reflect current re...

This is a Legacy Accelerator Pack, which is an older accelerator developed in earlier versions of Clio Operate. Legacy Accelerator Packs differ from new Functional Accelerators in several important ways: They do not include implementation guidance or notes They may not leverage the latest Clio Operate product features They may not reflect current re...

Notifications keep you updated about what’s happening in the system. It monitors important events, and when something occurs a notification is triggered to inform you. What are Notifications? Introducing ShareDo Notifications ShareDo can be configured to notify the user when certain actions have occurred.  They system can be configured to notify the...

Overview The intention of this solution is to provide a specialist task work type for case handlers to use to request and track records, such as GP records, employment records, financial records, etc. The design is intended to be flexible to provide handlers with an assistive tool, rather than a step-by-step prescriptive process. The solution may be...

This is a Legacy Accelerator Pack, which is an older accelerator developed in earlier versions of Clio Operate. Legacy Accelerator Packs differ from new Functional Accelerators in several important ways: They do not include implementation guidance or notes They may not leverage the latest Clio Operate product features They may not reflect current re...

Bank Details in Clio Operate lets you store and manage bank account information securely against ODS entities, that is, people and organisations. Each entity can hold multiple bank accounts, which are stored centrally and available to reference across all cases. Overview Bank Details operates at two levels in Clio Operate: ODS bank details — bank ac...

This catalogue brings together everything available to support your Clio Operate implementation. Implementation Guidance Configuration Management  External Conflict Checks  Ingesting Emails into Clio Operate      Functional Accelerator Packs Civil Mediation   Client Onboarding Part 7 Proceedings  Part 8 Proceedings  Part 20 Proceedings     Micro Sol...

What does the widget do? This is available from 7.10. The Report View widget displays a ShareDo Report, PowerBI Report or a Dashboard.   Radars use the Report View widget to display ShareDo Reports.   Configuration Settings Setting Description With Chrome Will display your widget as a self contained tile with a title and functional buttons Title Tit...

Background When a new client needs to be onboarded into a law firm, robust governance and control is required, and usually a number of checks and activities need to be carried out. These processes usually vary depending upon whether the new client is a business (B2B) or an individual/consumer (B2C); and potentially if the client is a large corporati...

What are Permissions? Global Permissions and Role-based Permissions Global Permissions A global permission is a system control that defines WHAT a us Global Permissions A global permission is a system control that defines WHAT a user is able to do in the application. For example, a user who has the Admin Access permission has access to administratio...

There are a number of steps involved in configuring Key Dates. Create a Key Date Create a Key Date You can create a key date in ShareDo Modeller. Steps to Create a Key Date Browse  You can create a key date in Modeller. Steps to Create a Key Date Browse to Modeller > Work type modeller > Task > Key date. Select the key date type from which ...

Permissions Three permissions control access to bank details. All sit under the Finance category in global permissions. These permissions are available in core but are not assigned to any default permission set out of the box. Permission Description Finance – Bank Details – Create Can create new bank account details Finance – Bank Details – Update C...

Background In the context of legal case handling, supervision refers to the oversight and guidance provided by a qualified legal professional (such as a senior lawyer, partner, or supervising solicitor) to ensure that a case is managed properly, ethically, and in accordance with legal standards. It typically includes:   Reviewing work: Checking docu...

Edit Participant Blade Work type > Manage participants > Click on participant's name You can edit the role and reference number for the participant relating to this work type.   The Organisation/Person details can be edited by clicking on the icon next to their name.  For details see Edit Person/Organisation below.   Any other details relating...

Implementation Acceleration helps firms implement Clio Operate faster and with greater confidence by providing starter content (accelerators), workflow patterns, and practical guidance drawn from real implementations. Instead of starting from scratch, clients can leverage proven patterns and pre-built starter components that reflect how legal teams ...

You can add a work type role permission to a role in the modeller. You can provide further control to the participant's access by defining what phase of the work type the permissions are granted on. Add a New Work Type Role Permission Add a New Work-type Role Permission You can add a work type role permission to a role in the ShareDo modeller. Selec...

To send a notification via email, you can either use a common default template or create a custom template for that notification type.For example, for an Approval Submitted notification, the default template is applied. Default Template Set the default template in Global Features > Notifications: Note that other settings apply here too. Further d...

You can easily design and create a ShareDo report based on List View data.  You can also edit and customise any of the reports. Go to Modeller > Reports >  Click the New + icon in the top right and select ShareDo Report or Click on a report to view, edit, and customise the design.  Report Properties tab Click to see example blade. Click again ...

This article explains how to manage participants on a case.   Also see Everything you need to know about Configuring Participants   Case Participants Overview Case Participants Overview In ShareDo, master data records are created for different types of entities, e.g. Master data records are created for different types of entities, e.g. organisations...

This global feature is a subfeature of the Core Case global feature.   This feature is used to identify what options are available on the Create menu as default.  The Creatable Work Items provider uses these options, which is used when you are Configuring Menus for Work Type and Work Item Blade Ribbons . The Create menu displays the work types enabl...

Notifications and reminders can be added to Workflows Create Notification - Workflow Toolbox Create notification - Workflow Toolbox The Create notification toolbox item will add a system notification for one or mo The Create notification toolbox item will add a system notification for one or more users/teams. Users can choose how to receive the noti...

The Reports menu provides users with access to view reports. Tasks This displays 2 dashboard:   Mysite team task dashboard Mysite task dashboard Reports Displays all reports.    ...

A Dashboard is a selection of ShareDo reports grouped together.   Go to Modeller > Reports >  Click the New + icon in the top right and select Dashboard. or Click on a dashboard to view, edit, and customise the design. Dashboards are identified by the icon. Click to see Edit Dashboard. Click again to close. Details Dashboard name The name of t...

When you're managing participants in a case, you can manage their case and network connections, depending on their participant role, from the edit participant blade. Also see Configure Participant Role Connections . Manage Case Connections From within a case, use the Manage Participants icon to open the blade. Scroll down to the list of assigned par...

Implementation Guidance provides practical advice and design recommendations for using Clio Operate features effectively. These resources outline different implementation approaches, highlight best practices, and explain the advantages and trade-offs of different approaches to help firms make informed design decisions. Example topics include: Managi...

A key date is a date that is important to the functionality of your work type. This could be the incident date of an accident, the date a service desk ticket was responded to, the completion data on a property sale. A key date is itself a work type, this is because key dates have a phase model. They can be in progress or done. Key dates can be creat...

Most radars on the workbench are created using reports.    For example, the My Matters Radar consists of 3 reports: My Cases The My active case count report, which is a card chart type. Breakdown by type The My active case work type breakdown report, which is a donut chart type.  It is also interactive with the Breakdown by phase report and the My M...

The Email Signature Global Feature allows an email signature to be configured system-wide.  It also offers the facility to enable a user to override the signature on their user profile.  This feature is available from 7.10.   Enabling this feature automatically adds these signatures to all emails.  If you are already using any other email sign off c...

When calculating interest you can use both flat rates or rates that change over time. There are 3 types of interest rates that can be configured: Fixed A flat rate. For example you could calculate the interest owed on an invoice at a flat rate of 8% Variable For example the Bank of England interest base rate, which can change monthly. Derived Anothe...

There are 2 Global Features in Core Cases that are used to set the menu items enabled on the Creatable Work Items provider, used to configure the menus. Create from Menu Core Case - Create from Menu Global Feature This global feature is a subfeature of the Core Case global feature.   This featu This global feature is a subfeature of the Core Case gl...

These are the different areas to configure for Notifications. Notification Types Configure Notification Types The types of notification available in the system are configured in the Channels  The types of notification available in the system are configured in the Channels section of the Admin screen. You can access this by navigating to Launchpad &g...

In England & Wales (E&W), a limitation date (or limitation period) is the deadline by which a legal claim must be started in court. If you miss it, the claim is usually “time-barred”, meaning the court will not allow it to proceed (with some exceptions).  Limitation is a procedural defence, and claims are often issued protectively just befor...

Global Navigation Bar menus Configuring the Global Navigation Bar menus Introduction The Global Navigation Bar menus include the Launchpad , My cases men 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 an...

This article describes the methods by which email can be ingested into Clio Operate, and discusses when each approach is suitable. This allows you to make an educated decision on which process(es) to use to support your particular requirements. Monitored Mailboxes Clio Operate can directly monitor one-or-more mailboxes. When an email is received by ...

Effective configuration management is critical for maintaining system stability, enabling collaboration, and supporting scalable development practices. By proactively planning changes, tracking and documenting configuration updates, fostering clear communication and establishing robust validation processes, teams can reduce risk, prevent unintended ...

Also see Everything you need to know about Case Participants .  Terminology Participant Terminology Operational Data Store (ODS) Entity The entity that is stored centrally in ShareD Operational Data Store (ODS) Entity The entity that is stored centrally allows us to capture data against the entity that can be surfaced across different work types/are...

This global feature is a subfeature of the Core Case global feature.   This feature is used to identify what options are available on the standard (non-overridden) menus such as Launchpad.  The Creatable Work Items provider uses these options, which is used when you are Configuring the Global Navigation Bar menus . The Create menu displays the work ...

You can link ShareDo reports together interactively. So clicking on something on one report will filter the results in another. And not just reports, you can filter list views when something is selected in a report as well and vice versa. Reports and lists that interact with each other need to be on the screen. For example, on a dashboard, radar, po...

Accelerator Recipe Cards define how different accelerators and sample configuration can be combined to support specific areas of legal work. While individual accelerators provide distinct solutions for particular processes or operational capabilities, most legal practice areas require multiple processes working together. Recipe Cards bring these com...

Organisations often require the ability to lockdown or restrict access to cases or other work types (e.g. instructions, matters) after they have been setup. In most implementations, reader and contributor access is given to matters via the parent statement of work, and often provides access to team(s) or even department(s). However, if a case become...

You may be a user who is in Clio Operate every day or you may be an occasional user of the product. To cater for this, we allow you to set up your notification preferences to suit your usage.  Access the notifications list from the bell icon on the global navigation bar.  Click on the Settings cog wheel.  This allows you to specify which notificatio...

The 7.10 release introduced a powerful and flexible Report Builder that enables users to create their own charts and dashboards to track various metrics, as well as replace reports in areas of the platform, such as the previous radar components (found at the top of a page). Reports Overview Reports Overview (from 7.10) The 7.10 release introduced a ...

Accelerators help firms start implementation with proven foundations rather than a blank page. Built from real-world Clio Operate implementations, Accelerators provide structured starting points for common legal operational scenarios. They include pre-designed configurations, workflows, and supporting guidance that significantly reduce the time requ...

The process to add a participant to a case always begins by selecting the type of participant you wish to assign and then checking to see if there is an ODS entity for that participant, in other words, if they already exist in the system. If a participant does not exist, you can create them and add their contact and location details and any competen...

Scenario You perform conflict checks across multiple systems in your organisation. For example: You are migrating from one case management system to another and need to conflict check across both during the transitionor  You have multiple specialised case management systems in addition to Clio Operate. Recommended Architecture Clio Operate cannot ty...

Master data records are created for different types of entities, e.g. organisations, persons or teams. An example of a master data record would be an organisation's name, contact details, and the address of each branch. It is best practice to use master data records as participants so that there is no duplication in the system. Ideally, you want to ...

The browser tab uses the title of the page you are on.  If you have multiple tabs open, this helps you know what each is being used for. Override Tab Title is an Advanced Global Feature, introduced in 7.10. Therefore make sure you switch on Include Advanced to find this feature. This global feature allows you to add a global name in front of that ti...

ShareDo Reports, Dashboards & PowerBI Reports can all be created in Modeller > Reports. Create ShareDo Reports Create ShareDo Reports (from 7.10) You can easily design and create a ShareDo report based on List View data.  You c You can easily design and create a ShareDo report based on List View data.  You can also edit and customise any of t...

The 7.10 release introduced a powerful and flexible Report Builder that enables users to create their own charts and dashboards to track various metrics, as well as replace reports in areas of the platform such as the previous radar components (found at the top of a page). Users can create highly customisable reports and link them together to build ...

For a full view of key dates, the Key Dates aspect can be added to a work type blade. See the Add an Aspect to a Work Type article for more information When configuring the Key Dates Aspect, you can set it to poll for changes based on a list of events and select key date types from the list that you want to refresh on save. Example Key Dates Aspect...

I want to use an ODS picker on my work type and have it pick up the participants that are on the parent work item. How can I do this? Step 1 - Participant Role The participant role you are setting must have the ability to search from parent items turned on in Role Sourcing for that work type.  Modeller > Participant Roles > Edit Role from burg...

Operational Data Store (ODS) Entity The entity that is stored centrally allows us to capture data against the entity that can be surfaced across different work types/areas within Clio Operate.​  The ODS entity holds the details that specifically relate to that person or organisation irrelevant of how they are involved in any work. ​Participant and P...

If you create an ad-hoc key date work type, this can be used for any date.  It allows the user to edit the description to be what they need it to be. The steps below explain the specific configuration for an ad-hoc key date.  For full details see Everything you need to know about Key Dates .  Create an Ad-Hoc Key Date work type.See Create a Key Date...

When a user adds a participant to a work item, a list of participants can be presented to the user as possible assignments to the role. This is done if Role Sourcing is set up on the role for that work type. Modeller > Participant Roles > Edit Role from burger menu > Sharedo Ownership nav bar > Edit from burger menu on relevant work type...

The ODS Entity Picker aspect can be added to a blade on a work type and is used to add/show specific participant roles. Display Widget Title The name of this aspect on your blade. Switch Show On to display on the blade. You can use the next two fields to set when you want it to show on the blade.  You can have either or both set to On. Show before s...

You can create branch offices for your firm/organisation as locations. Users can then be linked to a branch/location.   Step 1 - Create/Edit Branch Offices You can add all your branch offices as locations to your firm which is your default organisation. Admin > Operational Data Store > Organisations. Find your organisation and open it. The Edi...

This Participant Summary portal widget  contains options to add/edit or remove the Participants from the case. When configuring the portal for this work type, you can rename the widget. This example uses Key Participants. As the name suggests, these are the important Participants on this case. Add New Participant Use the + icon at the top of the wid...

Key Dates can be used in Workflows. Create Key Date - Workflow Toolbox Create key date - Workflow Toolbox The Create key date toolbox item allows you to create (or set) a Key Date at a gi 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 comm...