Articles

• ShareDo Foundations

  Recorded at the end of 2025

• Standard three-day Modeller Training at ShareDo

  Thank you for attending our standard three-day ShareDo Modeller training course. This article provides a summary of the key topics covered during the se...

• Introduction to document bundling - 27 May 2026

  27 May 2026

• Notifications - 22 April 2026

  James presented this info session on Notifications in Clio Operate on 22nd April 2026. Chapters 00:00 Introduction and Agenda02:56 Demo: In-app Notifica...

• Clio Operate Overview - 15 April 2026

  In this webinar, recorded on 15th April 2026, Sarah takes us through what Clio Operate is and how you use it in your legal business. Chapters 00:00 Intr...

• HTML Email Templates and Signatures - March 25th, 2026

  In this webinar, recorded on the 25th March 2026, James takes us through email templates. Chapters: 00:00 Agenda01:55 Knowledge Base introduction03:30 E...

• List Views Overview in ShareDo - February 2026

  Discover the key features and functionalities of list views in ShareDo.

• Everything you need to know about reports (from 7.10)

  The 7.10 release introduced a powerful and flexible Report Builder that enables users to create their own charts and dashboards to track various metrics...

• ShareDo Beginners Overview - December 2025

  In this Overview session, James demonstrates the basic use of ShareDo from a user perspective, with a quick look at the Modeller. Chapters  00:00 End-us...

• Document Handling in ShareDo - November 2025

  Session 1 of 3 This is the first of three sessions introducing Document Templating in ShareDo. James presented it on November 5, 2025. Chapters 00:00 Ag...

• Advanced Workflow Modeller - October 2025

  22nd October 2025

• ShareDo Introductory Overview - August 2025

  In this Overview session, James demonstrates the basic use of ShareDo from a user perspective, with a quick look at the Modeller and Admin areas. Chapte...

• Business Process Management by ShareDo - July 2025

  In this session, recorded on the 9th of July 2025, Jennie takes us through an introduction to Business Process Management and Notation. Chapters 00:00 I...

• ShareDo Visual Workflow Modeller - end-to-end run-through - July 2025

  16 July 2025

• Advanced Modeller Techniques - 30 July 2025

  In this Advanced Modeller Techniques session, James takes us through a couple of areas of the Modeller in ShareDo: Business Rules Calculated Fields and ...

• ShareDo Solution Architecture - Best Practices July 2025

  Clare takes us through the best practices for ShareDo Solution Architects in this presentation, recorded on July 23, 2025. Chapters 00:00 Introduction00...

• Managing Finance in ShareDo - June 2025

  Introduction to Finance Session 1 of 3 In this, the first of three sessions on Finance in Clio Operate presented on June 11, 2025, Fran provides an over...

• Four Session Configurators Course - May 2025

  These four sessions of the Configurators Overview course were presented in May 2025. The sessions cover an overview of the Modeller and Admin sections, ...

• ShareDo Document Training - April 2025

  2nd April 2025, 9th April 2025, 16th April 2025

• Using Portals and Workbenches in ShareDo - March 2025

  In this training session, recorded on March 5th, 2025, Alex provides a short overview of Workbenches and Portals and how to customise them based on Pers...

• Four Session Developers Guide - February 2025

  The Developer's Guide consists of four training sessions presented in February 2025. The sessions cover troubleshooting ShareDo issues, extending ShareD...

• Users, Teams and Permissions Overview - January 2025

  Introduction to ShareDo Users, Teams, and Permissions, presented by James on the 29th January, 2025. The PowerPoint deck is available here: Users, Teams...

• Finance: Time Recording Overview - January 2025

    This recording is an overview of configuring and using time recording in ShareDo. This training video was recorded on the 15th of January, 2025. For m...