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Learn how to configure the system for your use cases
The Clio Operate product is constantly evolving. New functionality is being released, existing functionality is enhanced, and, occasionally, functionali...
An enterprise work management deployment often contain hundreds of different work types. These typically vary from large work items, such as matters or ...
The Modeller home page is a multifunctional dashboard that provides helpful insights, highlights the latest changes, shows recent imports/exports, and a...
Notifications. Diagnostics. Key Facts Widget. Embedded Portals. Plan Widget. Docusign. Data Quality Rules. Document Journey. Some New Functionality.
We cache the Modeller config in memory for performance reasons - this saves a call and response to the database every time we need a particular setting ...
Business rules replace matching rules in ShreDo v7.7
Guides to defining different work types in your solution
Learn how to design portals for your work types or workbenches and personalise them for different personas
Model business processes within your application
Understand and extend Clio Operate's dynamic data model
Matching rules are redesigned as Business Rules in ShareDo v7.7
We're a new category, with lots of useful information.
We're a new category, with lots of useful information.
Learn how to configure search within Clio Operate
We're a new category, with lots of useful information.
Learn how to configure Clio Operate blades
We're a new category, with lots of useful information.
Learn how you can import and export configuration between environments
Learn how to define and then use list views across the application
Learn how to create scorecards for assessing risk or opportunities for your work types
We're a new category, with lots of useful information.
We're a new category, with lots of useful information.
We're a new category, with lots of useful information.
We're a new category, with lots of useful information.