Configuration Guides - Clio Operate

Sort By

Newest
Most likes
Most views

Configuring Instructions

Linking your Instruction to a Matter Type Once you have created both your Instruction and Matter type, you will need to create a relationship...

First posted: May 15th, 2022 1765 views 0 likes
Configuring Litigation / Proceedings

What are Proceedings? A Proceeding is an out-of-the-box solution accelerator that allows you to track legal litigation or Proceedings. It is its own mini...

First posted: June 7th, 2022 1342 views 0 likes
Configuring Finance

Clio Operate contains extensive finance functionality to enable the Case Management System (CMS) to be the single application that Case Handlers need to access....

First posted: June 8th, 2022 749 views 0 likes
Configuring data capture to handle unknown participants

Handling unknown participants As part of your case data capture journey, it is common that you may not have all of the information required...

First posted: June 14th, 2023 645 views 1 likes