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The automatic task delegation feature allows users to indicate in their profile who their tasks should be delegated to while they are absent from the of...
There are two types of location types within the system, and the Location Types feature allows you to configure both of those elements. When a master da...
When a participant is added to a work type, a set of menu options is available for the participants. Actions allow you to edit, reassign the participant...
Refining the ODS Search feature improves search result relevance and accuracy by managing the weightings on fields and exact matches. See the article Un...
Use this feature to configure the Competency Types available to user profiles in the system. For more information on using Competencies in Clio Operate,...