New look, same knowledge. It's all still here — just easier to find, with a cleaner layout and better navigation.

Clio Operate Knowledge Base

New look, same knowledge. It's all still here — just easier to find, with a cleaner layout and better navigation.

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Based on your feedback, we're reorganising the Knowledge Base to make information easier to find. You may notice articles and categories moving over the coming weeks. We're keeping disruption to a minimum, and search and the chatbot continue to work as normal, so you can always find what you need. Thank you for helping us improve.
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  • / Document template admin
  • / FAQs

FAQs

Articles

  • How do I create an inline content block in an email?

    When adding a content block to an email, you have the option to make the content block appear on a new line or to appear inline within the text you are ...

  • How do I prevent a task from closing while there are still unsent emails/documents?

    To prevent a task from closing while there are still unsent emails or documents, ensure that your workflow configuration includes phase guards for pendi...

  • Enable Editing of Document Questionnaires After Doc Generation

    Overview When a document is generated, any Document Questionnaire fields on the Prepare Document form become read-only by default. This prevents changes...

Welcome to the Clio Operate Knowledge Base

Our Knowledge Base encompasses help material for end users, template authors, modellers, project managers and system administrators.

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