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Single Sign-on via AAD If your organisation uses Azure Active Directory (AAD), you can log into your system seamlessly using your usual AAD username and...
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Single Sign-on via AAD If your organisation uses Azure Active Directory (AAD), you can log into your system seamlessly using your usual AAD username and...
Out-of-the-box, the application is designed with a standard interface, depending on your persona. Personas are categorisations of users. For example, yo...
Your window into the current state of your matters and tasks.
Work Type > Action bar > Participants > Manage Participants If configured, another way to access Participants in the Work Item view is on the l...
Use bookmarks to 'save your place' in the system. You can bookmark a particular case with a click. Once you've bookmarked a case, access it via the My C...
They system can be configured to notify the user when certain actions have occurred. For example, a notification could be sent under these conditions: W...
The Case Plan generates case Key Dates automatically when required. Case Key Dates are designed to track important dates within the system and inform th...
Introduction The chronology records all the actions undertaken on a case. Including scheduled tasks completed in the worklist and ad-hoc activities such...
Tasks represent the pieces of work that need to be completed by users. They provide helpful checklists and user interface links that get work done in an...
This is a auto-generated Article of all your definitions within the glossary. Glossary This is a auto-generated Article of all your definitions within t...
Most radars on the workbench are created using reports. For example, the My Matters Radar consists of 3 reports: My Cases The My active case count re...
Triggering Workflows via Events The workflow engine uses a technology called ‘complex event processing’. This is robust technology that has been proven ...
Understand how you manage documents with the system and your Document Management system
Understand how you can use different task types such as telephone calls or document expectations
Understand how you can manage emails
Learn how you can record time in the system
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A powerful and flexible Report Builder that enables users to create their own charts and dashboards to track various metrics.
The GeoPoints system in Clio Operate is a comprehensive model for managing location data
A participant is an entity that takes part in a case, such as a person, organisation, team, or vehicle.