Clio Operate
"Proven legal case management for large law firms."
Overview
Clio Operate (formerly ShareDo) is a comprehensive legal operations management platform designed for the specific needs of large law firms. It provides a unified and adaptive system that consolidates every matter, document, and workflow — reducing case lifecycles by 40% and significantly increasing capacity across the firm. By connecting disparate tools into a single, secure hub, Clio Operate simplifies the technology stack and eliminates redundant software.
The platform offers firm-wide visibility with real-time insights into case lifecycles, profitability margins, and compliance standards across all practice areas and geographic locations. Highly customisable, it allows for personalised user experiences tailored to specific roles and practice areas, supporting everything from knowledge-driven legal work to highly structured prescriptive workflows.
How NewLaw Can Help
As certified implementation partners, NewLaw provides end-to-end support for Clio Operate — from initial assessment and system selection through to deployment, data migration, staff training, and ongoing optimisation. Our team of lawyers, developers, and data specialists ensures your investment delivers maximum return.
Key Features
- Unified Platform for Matters & Workflows
- No-Code Workflow Customisation
- Secure Contextual Collaboration
- API-First Integration
- Role-Based Dashboards
- Integrated Document Management
- Real-Time Reporting
- Enterprise-Grade Security
Quick Facts
- Target Audience
- Large law firms
- Category
- Practice Management
Considering Clio Operate for your firm?
We can help you evaluate whether it's the right fit, plan the implementation, and migrate your data — all with minimal disruption.