End user
For people using Clio Operate day to day: managing cases, tasks and documents.
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Five guided paths through the knowledge base, one for each type of Clio Operate user. Pick the one that matches your role.
Articles
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Template author
For people who build and maintain document, email and SMS templates.
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Configurator
For people who build out work types, workflows, forms and business rules.
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Administrator
For people who run the day to day operation of the system: users, teams and data.
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Solution architect
For people planning and leading a Clio Operate implementation.