• Automatic Delegation of Tasks

  The automatic task delegation feature allows users to indicate in their profile who their tasks should be delegated to while they are absent from...

  First posted: April 6th, 2022 1713 views 0 likes
• Location Types

  There are two types of location types within the system, and the Location Types feature allows you to configure both of those elements. When...

  First posted: April 6th, 2022 1246 views 1 likes
• Participant Activities

  When a participant is added to a work type, a set of menu options is available for the participants. Actions allow you to edit,...

  First posted: April 6th, 2022 1083 views 0 likes
• ODS Search

  Refining the ODS Search feature improves search result relevance and accuracy by managing the weightings on fields and exact matches. See the article Understanding...

  First posted: December 6th, 2023 810 views 0 likes
• Competencies

  Use this feature to configure the Competency Types available to user profiles in the system. For more information on using Competencies in Clio Operate,...

  First posted: October 1st, 2024 539 views 1 likes

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