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 Introduction and Why Use Clio Operate?
05:30 Clio Operate Orientation
15:08 Persona view: Partner
22:07 Persona view: Client Portal
31:05 Persona view: Consumer Client Portal
41:02 Persona View: Internal Fee Earner
54:18 Pages
01:01:07 Tasks
01:13:10 Back-end: Modeller, Admin, Doc Admin
01:15:32 Modeller: Work Types and the Inheritance Model
01:19:51 Modeller: Workflows
01:22:08 Modeller: Portal Design