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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Home Modeller Guide

List Views

Learn how to define and then use list views across the application

  • Understanding List views

    Clio Operate uses a powerful technology called Elasticsearch which helps you quickly search through all your cases, tasks, contacts, and other items. The results...

    First posted: May 13th, 2022 2872 views 0 likes

  • Configuring List Views

    When configuring both workbenches and work type portals, you will typically configure many lists of items and searches to make your users' experience of...

    First posted: August 14th, 2024 1238 views 2 likes

  • Using List Views

    List views are common across the application and are efficient ways of displaying data. Although list views may look different across the application, they...

    First posted: August 14th, 2024 899 views 0 likes

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