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The day-to-day of a case: tasks, key dates, chronology and the people involved
The Case Plan generates case Key Dates automatically when required. Case Key Dates are designed to track important dates within the system and inform th...
Introduction The chronology records all the actions undertaken on a case. Including scheduled tasks completed in the worklist and ad-hoc activities such...
Tasks represent the pieces of work that need to be completed by users. They provide helpful checklists and user interface links that get work done in an...
Understand how you can use different task types such as telephone calls or document expectations
The GeoPoints system in Clio Operate is a comprehensive model for managing location data
A participant is an entity that takes part in a case, such as a person, organisation, team, or vehicle.