Clio Operate
Acquired by Clio on Mar 13, 2025
Key Features and Functions include:
Legal Request Intake and Triage
Clio Operate provides structured intake forms that allow internal stakeholders to submit legal requests through standardized workflows. These submissions can be automatically routed, categorized, and prioritized to support consistent triage and assignment across legal teams.
Matter and Work Management
The platform enables legal teams to track legal matters and related work in a centralized system. Users can manage tasks, monitor status, and maintain documentation associated with each matter to help organize legal activities and maintain oversight of ongoing work.
Workflow Automation
Configurable workflows allow legal departments to automate certain operational processes, including intake routing, approvals, and matter progression. These automation capabilities are intended to reduce manual coordination and create repeatable operational processes.
Reporting and Operational Visibility
Clio Operate includes reporting tools and dashboards that provide insight into legal team workload, matter status, and operational activity. These features are designed to support data-informed management of legal operations and resource allocation.
Collaboration and Communication
The platform supports communication between legal teams and internal business stakeholders within the system. This enables centralized tracking of discussions, updates, and status changes associated with legal requests and matters.
Integration with Legal Technology Ecosystems
Clio Operate is designed to integrate with other systems used by legal teams, allowing organizations to incorporate the platform into broader legal technology and operational workflows.
This solution was formerly known as ShareDo. It was acquired by Clio in March 2025 and rebranded in March of 2026.
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