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Take a tour through the Clio Operate platform. Use this section as a launch pad to more detailed documentation.
Clio Operate (formerly known as ShareDo) has one objective, one purpose and one focus. To manage work. It does not manage work as a by-product of being ...
Because Clio Operate runs in a browser, its system requirements are relatively simple. Even so, some things must be present to use Clio Operate. Please ...
Within a single law firm, there will be many different work practices or styles. Different practice groups will have different demands for process autom...
An enterprise work management deployment often contain hundreds of different work types. These typically vary from large work items, such as matters or ...
Team collaboration is essential on most work types. Other than the structured data, tasks, documents and KPIs associated with a given matter in ShareDo,...
When your users access ShareDo, they will be interacting with a number of different portal types. Workbench Portals - through workbenches, users get a s...
This article provides an overview of ShareDo’s document management functionality. Firstly, it is important to understand how ShareDo co-exists with your...
There is extensive document generation/assembly functionality. Document templates can be created automatically via workflows or launched from the case P...
There is no escaping the fact that email will continue to be a central part of our case management lifecycle. Likewise, Outlook is often considered one ...
Extensive finance functionality is available to enable the Case Management System (CMS) to be the single application that case handlers need to access. ...
This article overviews ShareDo's matter in-take and client onboarding functionality. Introductory video on matter intake and client onboarding View the ...
Introduction video to business intelligence in ShareDo View the playlist on YouTube: Platform Deep Dive - ShareDoShow. ShareDo presents actionable insig...
Introduction This section describes how ShareDo: Authenticates users, Authorises users to perform specific functions, Audits case activities, and deals...
Clio Operate supports a number of different integration patterns, including: Pre-Built connectors – a number of pre-built connectors are provided to com...
Choices and selection factors
Workflows are built in Workflow Designer. This provides 2 different canvasses: A no-code, browser-based, drag-and-drop design tool. In this tool Users c...
While Clio Operate is a low-code environment, it is also designed to be an open and extensible platform for Enterprise Clients. Extensibility options in...
Overview The ShareDo customer success support plans differentiate between product defects, and customisations or environmental defects. Our support plan...
An extensive tour of the ShareDo platform.
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...
The 7.10 release introduced a powerful and flexible Report Builder that enables users to create their own charts and dashboards to track various metrics...