Getting started with implementation

• Clio Operate Rapid Implementation Process: understand the overall approach.
• Clio Operate Centre of Excellence: how ongoing implementation quality is maintained.
• Implementation Catalogue: see what is available before you plan.

Solution design and architecture

• Why have a High Level Design?: start every implementation with a clear design.
• Completing the HLD User Journey Section: document how users will actually work.
• Security Modelling Guide: design permissions and access from the start.

Implementation process guidance

• Configuration Management: manage configuration changes through the project.
• External Conflict Checks: build in conflict checking early.

Configuration guides and best practice

• Sector configuration guides: anti-money laundering, litigation, liability and offers.
• Configuration Best Practice: naming, workflows and forms done well.

Functional accelerator packs

• Client Onboarding: a ready-made starting point rather than building from scratch.
• Civil Mediation: a sector-specific accelerator pack.

Micro solutions and workflow patterns

• Manage CRU: track Compensation Recovery Unit activity on compensation and injury cases.
• Adhoc Supervision Requests: route work to a supervising lawyer for oversight and sign-off.
• PI Limitation Date Calculator: a reusable workflow pattern.

Configuring one specific area rather than planning the whole rollout? Try the Configurator path.