Dave Saunders
dave.saunders@clio.com

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Updated July 6th, 2026 by Dave Saunders

Deployment and Management of Custom Operate Code

Overview This document describes the process for adding custom code to Clio Operate environments and the recommended method of moving that code through environments. Writing custom Operate code There are two ways to add custom code to an Operate environment: via the Developer IDE built into Operate, or via Plugins. IDE components Operate has a built...

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