Important Update: ShareDo officially became Clio Operate in March 2026. For all existing users, accessing your Clio Operate/ShareDo product is still via the same URLs and logins as provided at set up -- there are no changes to your hosting domain. Some instances of ShareDo may appear in how-to guides or video tutorials as we transition our resources to our new branding.

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Contract and Statement of Work Management

  • Contract and Statement of Work Management

    What are Contracts? Contracts provide the top-level work container. All cases and tasks have a contract as the top-level ancestor. Contracts allow you to...

    First posted: April 6th, 2022 2769 views 0 likes

  • Create a Contract

    You can create a contract in the front-end of the application. Go to the left-hand Workbench menu. Click Contract Management > Contract Listing > Create...

    First posted: April 6th, 2022 1251 views 0 likes

  • Create a Statement of Work

    You can create a Statement of Work in the front-end of the application. Go to the left-hand menu on the Workbench. Click Contract Management...

    First posted: April 6th, 2022 1481 views 0 likes

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