We're pleased to announce that Clio Operate's next patch release, version 7.11.2, will be in general availability at the end of March, 2026.
This release builds upon version 7.11.1, focusing on resolving issues and enhancing usability. It consists of 21 items.
Items in 7.11.2
Enhancement
| ID | Title | Release Notes |
|---|---|---|
| 137153 | [Data Loading] - Bulk Data Loading with a test harness for data loading providers. | Introduced bulk data loaders that execute SQL directly for faster entity loading, alongside a new test harness to benchmark and isolate data loading providers. This improves performance for simpler scopes, such as people, while complex scopes continue using existing loaders. |
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137353 Zendesk ref: 14337 |
[Documents][iManage] - Added support in iManage repository provider for generating documents with the same file name. |
This update enhances how Clio Operate interacts with iManage repositories, specifically regarding file naming conventions and save behaviours. Previously, the iManage provider enforced unique file name constraints similar to Office 365. If you attempted to save a document using a path-based save, the system would search for an existing file with the same name. If found, it would update or replace that file instead of creating a new one. We have introduced a new feature flag to restore iManage’s native capability to support multiple files with identical names within the same path. The per-repository feature flag is: Once you enable this flag (set it to
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| 137902 | [Matter Conversion] - Ability to recreate Instruction participant role connections on matter participants. | Added a new converter to preserve Participant Role Connections when converting instruction work types to matter work types in Operate, ensuring configurable participant associations (e.g., claimant-vehicle, defendant-solicitor) are accurately copied. This enhancement improves data integrity and relationship continuity across work item conversions. |
| 137486 | [Outlook addin][Backend] - Store email date against created date or other nominated file attribute in Office365. | The Outlook add-in now supports setting the created date of DMS documents to the original email's received date when filing from Office 365. Enable this per repository by setting type.upload.setCreatedDateMetadata to true in Admin Settings. This is set on a per-repository basis, e.g. repository.matter-documents.type.upload.setCreatedDateMetadata.This enhancement ensures accurate document metadata, improving sales-related workflows. |
Issues Resolved
| ID | Title | Release Notes |
|---|---|---|
|
138903 Zendesk ref: 14305 |
[Email] - Unable to convert attachments to PDF when system token fallback is disabled. |
This fix enables identity delegation for the Document Channels Attachment Conversion API endpoint. This enables scenarios where user identity is required to perform document conversion. This would fix issues where emails were not being sent when the 'Convert compatible attachments to PDF' option was checked. |
| 136184 | [Event Engine][Workflows] - Sharedo Provider BuildDocument() method not performing same underlying task context configuration as BuildTask(). |
Fixed an issue in Event Engine where the Sharedo Provider's BuildDocument() method did not associate planExecutionId and planExecutionStepId with tasks as BuildTask() does. This ensures workflows trigger correctly and tasks display accurate context data. |
| 137155 | [Comments] - Clicking View all causes the browser to crash when a work item has a large number of comments. | Fixed browser crashes caused by loading all comments at once on work items with large comment volumes by replacing the View All link with batched View next loading of up to 500 comments. This improves stability and performance when navigating extensive comment threads. |
| 137154 | [Data Loading] - Missing Indexes. | Added new indexes to optimise data loading queries and converted the dataLoadUpdate.statusType column from varchar to integer for improved performance. Removed obsolete temporary indexes to streamline database operations. |
| 138585 | [Dataloader] - The budget transactions loader is missing the ability to add the override for migratedData=true, which means that the load of transactions requires a 'reason code'. |
Added support for the migratedData=true override in the budget transactions loader, allowing transactions to be loaded without requiring a reason code. This enhancement simplifies data migration and improves loader flexibility. |
| 137336 | [Dataloading-ETL] - KeyDates Dataloader will randomise the allocation of due dates to imported key dates when more than one exists for a given matter (sharedoReference) | The KeyDates Dataloader now randomises due date allocation when multiple key dates exist for a matter, ensuring accurate matching between imported key dates and core tasks. Note: an existing rounding issue with seconds/milliseconds that causes date rollovers is being tracked separately (#138562) for a future fix. |
| 137242 | [Documents] - Failure to load existing template with high usage. | Resolved performance and data integrity issues when loading and importing document templates with high usage, ensuring seamless template export/import without data loss or errors - even on large datasets. Improved handling of pack items by marking unused items inactive instead of deleting, preventing referential integrity breaks. |
| 138652 | [General Optimisation] - Collation order predicate on email query causes index redundancy and high resource contention. | Optimised email query performance by eliminating index redundancy and high resource contention through improved indexing, correcting column data types, and moving case sensitivity logic from SQL to C#. This fix improves the efficiency of inbound email handling. |
| 138449 | [General Optimisation] - Tag queries causes high CPU and IO contention. | Resolved high CPU and IO contention caused by tag queries, improving performance and stability during large-scale data operations. Optimised tag assignment logic to handle millions of rows efficiently in testing scenarios. |
| 137532 | [Import/Export] - Dependencies are duplicated when selecting items in the middle column, and dependency counts in that column are not accurate | Fixed an issue in Import/Export where dependency counts were inaccurate and dependencies were duplicated when selecting items in the middle column. Now, dependency counts remain consistent and shared dependencies are not duplicated, ensuring accurate package contents and export configurations. |
| 136189 | [Offers] - Refers To card on Offer Approval task does not show Offer Party name. | Fixed the Offer Approval task card to correctly display the Offer Party name by properly populating participant data and renaming the Recipient field to Offer Party. This update ensures clear identification of offer parties for both Made and Received offers, improving clarity and usability of the approval task. |
| 137240 | [Participant Sync] - Add a copy-down warning/alert when a user adds a role. |
Added a participant synchronization warning that triggers when adding roles with automatic copy-down rules on work items exceeding a configurable descendant threshold. This alert helps users avoid unintended heavy system load by confirming large-scale participant sync actions before proceeding. Configuration
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| 137239 | [Participant Sync] - Better auditing of Copy-Down. | Improved auditing for participant sync's Copy-Down feature ensures more accurate tracking and better data integrity. |
| 137308 | [Participant Sync] - Pre-flight check that only raises copy-down event if participant on target is not already present holding the role being copied. | Added a pre-flight role check to participant sync that prevents duplicate copy events by verifying if the target already holds the role, improving sync efficiency and reducing unnecessary processing. This feature supports large hierarchies, multiple roles, and can be toggled via System Config. |
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137078 Zendesk Refs: 13892 |
[Workflow] - dateDiff error when accessing processes section of a matter. |
Fixed an error (The datediff function resulted in an overflow) occurring when accessing the processes section of matters with long-running workflows (over 25 days), ensuring smooth navigation and workflow execution without system errors. |
| 137537 | [Workflow][Triggers] - related-sharedo-created trigger does not fire event for workflow. |
Fixed an issue where the related-sharedo-created trigger did not fire events for workflows due to missing fields in the event payload. The trigger now correctly fires, enabling workflows and plans to respond as expected. |
| 137241 | [System Settings] - Ensure Load Balancer is present in System Settings. | Added verification to ensure the Load Balancer is correctly configured in System Settings, matching production standards for improved stability and performance. |