• Logging in

  Single Sign-on via AAD If your organisation uses Azure Active Directory (AAD), you can log into your system seamlessly using your usual AAD username...

  First posted: April 23rd, 2022 1816 views 1 likes
• General Navigation - Understanding Portals and Blades

  Out-of-the-box, the application is designed with a standard interface, depending on your persona. Personas are categorisations of users. For example, you could be an...

  First posted: April 23rd, 2022 3778 views 1 likes
• Your Workbench

  Workbench The workbench is a collection of views on work items, where those work items/matters can be reviewed, managed and actioned. Workbench video  ...

  First posted: April 23rd, 2022 2698 views 1 likes
• Manage Case Participants

  Work Type > Action bar > Participants > Manage Participants If configured, another way to access Participants in the Work Item view is on...

  First posted: April 23rd, 2022 3155 views 1 likes
• Bookmarking work

  Use bookmarks to 'save your place' in the system. You can bookmark a particular case with a click. Once you've bookmarked a case, access...

  First posted: April 23rd, 2022 1063 views 0 likes
• Introducing Notifications

  They system can be configured to notify the user when certain actions have occurred. For example, a notification could be sent under these conditions:...

  First posted: August 30th, 2022 2317 views 0 likes
• Working with Key Dates

  The Case Plan generates case Key Dates automatically when required. Case Key Dates are designed to track important dates within the system and inform...

  First posted: August 30th, 2022 1838 views 0 likes
• Understanding the Case Chronology

  Introduction The chronology records all the actions undertaken on a case. Including scheduled tasks completed in the worklist and ad-hoc activities such as adding...

  First posted: August 30th, 2022 1659 views 0 likes
• Working with Tasks

  Tasks represent the pieces of work that need to be completed by users. They provide helpful checklists and user interface links that get work...

  First posted: August 30th, 2022 3054 views 1 likes
• Glossary

  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 the...

  First posted: March 31st, 2022 1433 views 2 likes
• Workbench Radars (from 7.10)

  Most radars on the workbench are created using reports.    For example, the My Matters Radar consists of 3 reports: My Cases The My...

  First posted: November 3rd, 2025 271 views 0 likes
• Calling a Workflow from a Business Event

  Triggering Workflows via Events The workflow engine uses a technology called ‘complex event processing’. This is robust technology that has been proven to scale...

  First posted: May 14th, 2022 308 views 0 likes

Subcategories

Working with Documents

Understand how you manage documents with the system and your Document Management system

9 Articles by 2 Authors

Working with Different Task Types

Understand how you can use different task types such as telephone calls or document expectations

4 Articles by 1 Author

Working with Emails

Understand how you can manage emails

5 Articles by 3 Authors

Working with Time Recording

Learn how you can record time in the system

1 Article by 1 Author

Frequently Asked Questions

1 Article by 1 Author

Working with Reports

A powerful and flexible Report Builder that enables users to create their own charts and dashboards to track various metrics.

6 Articles by 1 Author

Working with Geo Points

The GeoPoints system in Clio Operate is a comprehensive model for managing location data

6 Articles by 1 Author

Working with Participants

A participant is an entity that takes part in a case, such as a person, organisation, team, or vehicle.

7 Articles by 1 Author