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 required to design and build solutions from scratch.
Accelerators are designed to speed up implementation while maintaining flexibility. They provide the foundational configuration for a subject area, enabling teams to focus their time on tailoring the solution to their specific business needs rather than building core components from the ground up.
Designed as Foundations — Not Plug-and-Play Solutions
Accelerators are not intended to be deployed as plug-and-play solutions.
Instead, they provide the foundational configuration for a particular subject area, which organisations can build upon to deliver their full business solution.
Every firm operates differently, and it is the responsibility of those implementing an Accelerator to ensure the final solution:
- Meets their specific business requirements
- Aligns with internal policies and procedures
- Complies with relevant regulatory and legislative obligations
Accelerators should therefore be treated as structured starting points, not finished implementations.
Accelerator packs fall into two categories: Functional Accelerators and Micro Solutions.
Faster Implementation, Proven Foundations
By providing pre-designed configuration and practical implementation guidance, Accelerators enable organisations to:
- Reduce solution design time
- Start implementation with proven patterns
- Focus effort on tailoring solutions rather than building from scratch
- Deliver value from Clio Operate more quickly
Functional Accelerator Packs
Functional Accelerator Packs provide comprehensive solutions for complex processes that require multiple interlinked components within Clio Operate.
These packs combine elements such as work types, portals, workflows, and data capture to deliver structured solutions for common operational scenarios.
Example use cases include:
- Client onboarding
- Offers
In addition to the new style functional accelerators, we also have Legacy Accelerator Packs, which are earlier accelerator content developed in earlier versions of Clio Operate.
These packs are similar in structure to Functional Accelerators and typically include foundational configuration for more complex operational processes, such as work types, workflows, portals, and supporting components.
However, Legacy Accelerator Packs differ from current 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 recommended implementation approaches
Users adopting a Legacy Accelerator Pack should carefully review and validate the configuration and processes described, and consider how the design may need to be updated, extended, or modernised to align with current product capabilities and their organisation’s specific requirements.
In time we plan to review and refresh these accelerators, however they are still a useful and beneficial tool to accelerate implementation.
Adapting an Accelerator to Your Implementation
Users of accelerators should carefully review and validate the designs, configuration, and processes included within an Accelerator before implementing them.
Accelerator documentation primarily describes the “out-of-the-box” configuration provided by the accelerator. It should be used to evaluate:
- What may need to be added
- What may need to be removed
- What may need to be modified to meet the organisation’s needs
To support this process, implementation notes are provided within accelerator design documents. These notes highlight considerations, potential variations, and areas where firms may want to adapt the solution during their implementation.
Micro Solutions
Micro Solutions provide smaller, focused capabilities that address specific operational needs, and are designed to be reusable across different practice areas/work types.
They typically include a small number of connected components such as work types, workflows, or data capture elements, making them quick to adopt and easy to implement.
Example use cases include:
- Mediation
- FOA and records requests
Workflow Patterns
Workflow Patterns are pre-built workflow templates that capture common workflow patterns used across many Clio Operate implementations.
These templates help firms implement proven workflow logic quickly while maintaining flexibility to tailor processes to their own needs.
Example use cases include:
- Locking down or restricting access to cases
- Limitation date calculators