Proven impact at large-firm scale
Integration is the biggest barrier Canadian legal professionals report to adopting new technology. An operating layer is the answer to that problem.
40%
faster case lifecycles
80%
faster matter creation
30%
higher fee-earner capacity
The most capable legal AI for every task
-
Governance without rigidity
Standardize legal work firm-wide or department-wide while preserving what each office and practice group needs locally.
-
Adoption that sticks
Role-based experiences and controls that drive usage across offices, practice groups, and departments.
-
Connected operations
Unify matters, documents, financial oversight, and reporting across the systems your firm already runs, from your DMS to your practice financial system.
-
Partnership beyond deployment
From implementation through training and change management, get the expertise and support to drive adoption. Clio is a Canadian company with a head office in Burnaby and offices in Toronto and Calgary.
-
The adaptive operating layer other systems can’t match
Clio Operate is the execution layer that connects your core systems into governed, standardized delivery, without replacing them. Configure a matter type once, then vary it by province, by practice group, and by the procedural rules that actually apply.
- Configurable workflows by practice, province, and legal tradition
- Centralized governance with decentralized execution across every office
- Role-based permissions, conflicts screening, and ethical walls
- Real-time matter lifecycle and margin data
Out of 20 vendors, Clio Operate (formerly ShareDo) had 100% backing. It was the clear and obvious winner.
John Presland, Chief Information Officer
Horwich Farrelly
Built to power and connect your core legal systems
Clio Operate combines built-in capabilities for large-scale legal operations with flexible integrations across the systems already at the centre of your firm’s work.
-
Built-in capabilities for how large firms and legal teams work
Configurable workflows. Support different practice groups, matter types, and departmental processes across provinces, while holding consistency across the firm.
Legal-specific foundations.
Start faster with pre-built configuration designed for common legal workflows, including litigation, insurance defence, and contract management.
No-code automation.
Give internal teams the flexibility to update workflows when a law society rule, a practice direction, or a limitation period changes.
-
Integrations across your legal technology stack
Document and collaboration systems.
Connect with iManage, NetDocuments, SharePoint, Microsoft 365, Outlook, Teams, and secure client portals.
Business and client systems.
Integrate with Aderant, Elite, CRM platforms, intake tools, and other client relationship systems.
Risk, compliance, and legacy systems.
Connect conflicts checking, client identification and verification, trust accounting, and governance tools, plus proprietary or legacy systems, through open APIs.
