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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Search Scopes

Learn how to configure search within Clio Operate

  • Understanding Search Scopes

    Several types of searches can be configured within Modeller to return relevant pieces of information. The 4 main types of search scopes are defined...

    First posted: May 15th, 2022 3040 views 0 likes

  • Configuring search for duplicates or conflicts of interest

    A common process step in your case lifecycle is to check for potential duplicates or conflicts of interest. In Clio Operate, this is handled...

    First posted: July 20th, 2023 1091 views 0 likes

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