Relied on by the world’s leading large law firms
More than software, Clio Operate brings experts and success teams that ensure adoption, impact, and change. We partner with you long-term so your investment keeps delivering at scale.
Large law firms demand systems built for scale
Proven ROI at scale
Firms using Clio Operate have cut case lifecycles by 40%, accelerated matter creation by 80%, and boosted fee-earner capacity by 30%. This directly improves cash flow and profitability while improving client experience.
One source of truth, one unified platform
Clio Operate connects the tools your firm already relies on into one secure, up-to-date, and central platform. From document management and finance to CRM and collaboration, everything flows through a single hub. Users work from one place instead of juggling systems, while firms retire redundant tools and simplify their tech stack without disruption.
Firm-wide visibility that strengthens leadership decisions
Track lifecycles, margins, and compliance in real time across practices and geographies. Leaders gain a full view of firm operations, with the insight to measure profitability, manage risk, and drive sustained performance.
Clarity that empowers every role
Show the right thing to the right person at the right time. Clio Operate adapts by practice area and persona, so lawyers, paralegals, partners, and even clients each see a tailored experience designed for how they work.
Security without compromise
Large law requires enterprise-grade resilience. Clio Operate safeguards sensitive client data with industry-leading security and compliance standards.
Built to scale with you
Whether handling thousands of matters, integrating dozens of systems, or supporting global teams, Clio Operate is engineered to scale with your firm. No re-platforming, no hidden limits, just technology that scales with your needs.
Connect your people, processes, and data
What customers say about Clio Operate
I haven’t been able to find an equivalent to ShareDo [now Clio Operate]—no other CMS can do all the things it does.
John Grainger
Chief Technology Officer
DWF
We wanted a modern, adaptable, innovative solution, backed by innovative people. There was only one real choice—ShareDo [now Clio Operate].
Graeme Agnew
IT Director
Digby Brown
We value working with ShareDo [now Clio Operate] and their interest in the big picture. Their willingness to constantly innovate, solve our problems and do things differently is enhancing the experience of our users.
Dave Hodsdon
VP Legal Ops (Shared Services)
Liberty Global
Large law firm case management FAQs
What features should large law firms look for in large law firm practice management software?
Large law firms require highly customizable workflows tailored to complex, multi-team operations. They should prioritize legal AI-driven efficiency—intelligent automation to streamline repetitive tasks—and strong integration capabilities. Excellence in support, data security, and scalability are also critical.
How does Clio Operate support client intake and CRM needs for large law firms?
Clio Operate delivers built-in client intake via configurable “instruction” workflows and secure portals where clients or third parties can submit forms, upload documents, complete KYC/AML checks, and e-sign engagement letters. Approved instructions convert to matters automatically with rules-based routing and data validation to eliminate rekeying. Its API-first design integrates with enterprise CRMs (e.g., Salesforce, Dynamics), so your CRM can remain the system of record while Clio Operate manages onboarding—through to matter creation and ongoing client updates.
What makes Clio Operate a better fit for large law firms than traditional legal software?
It’s purpose-built for complex, multi-department work. It also gives your firm one single source of truth, users a single platform to work in, and your data a unified home. Clio Operate’s work-type modeller and no-code automation let firms adapt processes quickly without costly vendor projects. It also delivers deep client collaboration with unlimited, configurable client portals for intake, status, and document exchange. An API-first design with 400+ REST endpoints and prebuilt connectors (iManage, NetDocuments, SharePoint, Aderant, Elite) allows for your firm to work with the tools that function best for you.
How does Clio Operate integrate with other enterprise tools used by large law firms?
Clio Operate is API-first with 400+ REST endpoints and an event engine, so every action in the platform can be automated or synced with other systems (and even orchestrated via Power Automate, K2, or Azure Data Factory). It also offers a growing library of prebuilt connectors across CRM, DMS, finance, email/calendar, KYC, and more—including iManage, NetDocuments, SharePoint, Aderant, Elite, Exchange/Office 365, Twilio, Creditsafe, Loqate, Companies House, Power BI, and SCIM.
Is Clio Operate's large law firm legal management system compliant with data security and privacy regulations?
Clio Operate runs on Microsoft Azure with geo-redundancy, customer-isolated databases, BYOK encryption, SSO/SAML/OAuth/ADFS, continuous backups, auditing, ethical-wall security barriers, and year-round penetration testing, aligning with the security controls large firms require. The service leverages Azure data centres that meet ISO 27001, ISAE 3402, SOC 1/2 frameworks and supports hybrid DMS setups (e.g., iManage/SharePoint) so sensitive documents can stay in your DMS. (Regulatory compliance ultimately depends on your firm’s configuration and jurisdictional obligations.)
See how Clio Operate’s case management software can benefit your law firm
Talk to us to see how Clio Operate’s enterprise legal management platform can simplify your operations, improve consistency, and help your teams do their best work every day.
Request a demo