Clio Operate Knowledge Base

Search for answers or browse our knowledge base.
Have you tried asking our AI chatbot for help? It is down in the right-hand corner.

Advanced Modeller Techniques - 30 July 2025

Was this article helpful?

In this Advanced Modeller Techniques session, James takes us through a couple of areas of the Modeller in ShareDo:

  • Business Rules
  • Calculated Fields and Lists
  • Using them in Documents

Chapters

00:00 Introduction
00:13 Business Rule Engine: What is a Business Rule?
00:57 Examples
01:20 Fundamentals: How can Business Rules be used?
02:40 Demo
43:25 Calculated Fields
01:07:40 Things to know: Calculated Lists
End

Deck: Sharedo - Advanced Modeller.pdf

Was this article helpful?

Related Articles

Related articles in the knowledge base