Legal - Clio Operate

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Anti-money Laundering (Legal)

Access this global feature at Launchpad > Modeller > Global Features. Search for laundering. This is a global legal feature that enables the use...

First posted: April 6th, 2022 815 views 0 likes
Legal Protocols

A legal protocol prescribes a set of rules or steps that need to be taken during a matter. This global feature is a legal...

First posted: April 6th, 2022 792 views 0 likes
Liability (Legal)

Liability is a legal feature which allows the liability position of different parties to be tracked on a matter. Based on the configuration, a...

First posted: April 6th, 2022 729 views 0 likes
Litigation (Legal)

Litigation is a legal feature which allows legal implementations to create court proceedings against a legal matter. The proceedings are their own work type...

First posted: April 6th, 2022 777 views 0 likes
Matter Ingestion API (Legal Only)

The matter ingestion API enables Clio Operate to use the external reference column when querying against matters, SOW and ODS entities rather than using...

First posted: April 6th, 2022 690 views 0 likes
Offers (Legal)

This global feature is a legal feature that allows you to enable the specification of offers made on legal cases. For example, in a...

First posted: April 6th, 2022 729 views 0 likes