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Pre-built workflow templates that capture common workflow patterns used across many Clio Operate implementations.
Organisations often require the ability to lockdown or restrict access to cases or other work types (e.g. instructions, matters) after they have been se...
In England & Wales (E&W), a limitation date (or limitation period) is the deadline by which a legal claim must be started in court. If you miss ...
This workflow pattern has been designed to manage the process of a solicitor (or in-house lawyer) formally engaging counsel/a barrister to advise or rep...
This workflow provides an assistive action plan task to carry out relevant checks and activities before the matter is properly closed. It also includes ...