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Clio Operate Knowledge Base

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  • Vincent Integration

  • Product Overview

  • Managing Cases and Tasks

    • Working with Documents

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    • Build Workflows using the Script Canvas

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  • Highlighted Articles

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  • / Modeller Guide
  • / Global Features
  • / People, Organisations and Places

People, Organisations and Places

Articles

  • Automatic Delegation of Tasks

    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...

  • Location Types

    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...

  • Participant Activities

    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...

  • ODS Search

    Refining the ODS Search feature improves search result relevance and accuracy by managing the weightings on fields and exact matches. See the article Un...

  • Competencies

    Use this feature to configure the Competency Types available to user profiles in the system. For more information on using Competencies in Clio Operate,...

  • Short Name Generation

    Organisations, people, and teams all have the capability to automatically generate a short name. This short name is often used in documents as part of a...

Subcategories

  • Availability

    We're a new category, with lots of useful information.

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Our Knowledge Base encompasses help material for end users, template authors, modellers, project managers and system administrators.

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