Proven impact at large-firm scale
40%
faster case lifecycles
80%
faster matter creation
30%
higher fee-earner capacity
Why leading firms and legal departments choose Clio Operate
Governance without rigidity
Standardize legal work firm or department-wide, while preserving practice-level flexibility.
Adoption that sticks
Role-based experiences and controls that drive usage across offices, teams, and departments.
Connected operations
Unify matters, documents, financial oversight, and reporting across your existing stack.
Partnership beyond deployment
From implementation through training and change management, get the expertise and support needed to drive adoption over time.
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.
- Configurable workflows by practice and jurisdiction
- Centralized governance with decentralized execution
- Role-based permissions and ethical walls
- Real-time lifecycle and margin data
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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
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 center of your firm’s work.
Built-in capabilities for how large firms and legal teams work
Configurable workflows
Support different teams, practice areas, matter types, and departmental processes while maintaining consistency across the firm.
Legal-specific foundations
Start faster with pre-built configuration designed for common legal workflows, including litigation, claims, and contract management.
No-code automation
Give internal teams the flexibility to update workflows and respond quickly to evolving business and regulatory needs.
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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 custom systems
Link conflict checking, AML, governance tools, and proprietary or legacy systems through robust APIs.
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Security built for high-stakes legal work
Safe-guarded by a dedicated in-house team of 30+ security and compliance professionals, Clio Operate delivers the rigorous standards and enterprise controls leading firms and legal departments rely on, including SSO, audit trails, granular permissions, encryption, and data governance.
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