The Modeller home page is a multifunctional dashboard that provides helpful insights, highlights the latest changes, shows recent imports/exports, and allows you to intelligently access work types, participants, and workflows by searching for them directly. It also allows you to open the relevant page in Clio Operate by hovering over the appropriate...

Key Concepts What are Virtual Data Rooms? Virtual Data Rooms (VDRs) are stand-alone document repositories that you can add to a case to allow the sharing of documents between you and your client. You can add them to your portal via the Virtual Data Rooms widget and control the level of access the client has through role permissions. You can also add...

Before you create a VDR on a case you need to make sure you have configured a Virtual Data Rooms Widget to be able to see your data rooms. If your widget is already configured jump straight to step 7. Go to Open Modeller > Work Type > Work type modeller Select the work type to which you want to add your VDR's and click Portal designer Choose t...