ShareDo, now part of Clio

The proven legal case management software for large law firms

Trusted for over a decade by leading UK firms, ShareDo unifies every matter, document, and workflow into one adaptive platform, cutting case lifecycles by 40% and boosting capacity across the firm.

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A user interface showing a dashboard for a client named Cassy Smith. The dashboard displays "Liability Decision Due" on Oct 11, "Overdue" and "Open" tasks, an "Expected document," and a summary of "Active tasks," "Key dates," and "Unread notifications."

Relied on by the world’s leading large law firms

More than software, ShareDo 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 ShareDo 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.

Once source of truth, one unified platform

ShareDo 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. ShareDo 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. ShareDo 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, ShareDo 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

A diagram showing a workflow. It starts with "Start Workflow," then "Raise Notification" and "Evaluate Matter Owner." If "is a user," the workflow moves to "Send notification," which then links to "Workflow complete." If "else," it moves directly to "Workflow complete."

Case management software 
that scales without overhead

Scale without adding complexity:

  • Create workflows in a no-code design canvas.
  • Trigger from events, menus, or other workflows.
  • Allocate tasks automatically based on skills, role, 
or workload.
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A user interface titled "Action Plan" showing a checklist with three tasks. "Confirm Matter Parties" is checked and has a "Manage Participants" button. "Review Heads of loss" has a "Schedule of claim" button, and "Review Liability position" has a "Liability" button.

Customisable large law firm legal management solution

Combine flexible matter handling, structured workflows, and automation in one platform:

  • Support knowledge-driven legal work with minimal automation where needed.
  • Guide staff through consistent processes with prescriptive workflows.
  • Automate high-volume tasks with straight-through processing.
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A user interface showing a Virtual Data Room Widget titled Case Chronology. The widget shows three entries on a timeline: Received - For Review on Oct 14, Milestone - Met on Oct 12, and Received - New Comment on Oct 11.

Secure, contextual collaboration for large law firms

Bring internal teams and external partners together without losing oversight:

  • Share documents in secure virtual data rooms.
  • Use built-in wikis to get everyone up to speed instantly.
  • Collaborate with threaded, case-specific comments.
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Use your favorite tools as the foundation

API-first, event-driven connectivity.

  • 400+ REST endpoints for full platform access.
  • A number of connections to common applications streamlines the configuration of standard integrations.
  • Connect via brokers like Power Automate or Kafka.
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A My Dashboard user interface is shown, with a user icon displaying a profile picture of a woman. The dashboard shows "Active cases: 7" and "Active tasks: 2" and has an "Add widget" section with an "Add Reports Widget" button.

Personalised workspaces for every role

Deliver tailored interfaces for every role and client.

  • Define personas for fee earners, clients, regulators, or third parties.
  • Build role-specific dashboards with 200+ widgets.
  • Manage layouts centrally for consistency and speed.
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A "Bundle Documents" user interface. The first section has a document named Correspondence.doc. A user is shown dragging and dropping a PDF file named Expert Report.pdf into the second section. The third section is empty.

Master complex legal documents, end-to-end

Fully integrate with your chosen document management system:

  • Access, edit, and organise documents without leaving ShareDo.
  • Preview, annotate, redact, bundle, or split files instantly.
  • Keep a single source of truth in sync at all times.
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Leverage data-driven insights across every matter

Turn activity into insight:

  • Real-time reporting from a secure data warehouse.
  • Role-specific dashboards and embedded Power BI reports.
  • Usage analytics to improve adoption and efficiency.
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What customers say about ShareDo

I haven’t been able to find an equivalent to ShareDo—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.

Graeme Agnew
IT Director
Digby Brown

We value working with ShareDo 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 customisable workflows tailored to complex, multi-team operations. They should prioritise 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 ShareDo support client intake and CRM needs for large law firms?

ShareDo 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 ShareDo manages onboarding—through to matter creation and ongoing client updates.

What makes ShareDo 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. ShareDo’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 ShareDo integrate with other enterprise tools used by large law firms?

ShareDo 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 ShareDo's large law firm legal management system compliant with data security and privacy regulations?

ShareDo 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 ShareDo’s case management software can benefit your law firm

Talk to us to see how ShareDo’s enterprise legal management platform can simplify your operations, improve consistency, and help your teams do their best work every day.

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