In-House Legal & Corporate Legal Ops

Clio Operate review for in-house legal teams

The adaptive operating layer for large firms and in-house legal teams

Pricing and product features can change. This profile is general information, not a vendor quote or professional recommendation.

Founded2015

HeadquartersLondon, UK (formerly ShareDo)

Pricing modelEnterprise Custom

Team sizesLarge, Enterprise

Clio Operate overview

Clio Operate (formerly ShareDo) is an enterprise matter management and legal operations platform designed for large law firms and in-house legal departments. It serves as an adaptive operating layer that standardises matter execution and governance across practices while connecting to existing core systems — without replacing them. Trusted by leading firms including Herbert Smith Freehills Kramer, Leigh Day, Shepherd + Wedderburn, Brabners, and Anderson Strathern, Clio Operate delivers measurable operational improvements: 40% faster case lifecycles, 80% faster matter creation, and 30% higher fee-earner capacity. The platform is purpose-built for organisations that need governance without rigidity — standardising legal work firm-wide while preserving practice-level flexibility.

Key capabilities

Clio Operate functions as the execution layer that connects existing core systems into governed, standardised delivery. Its configurable workflow engine supports different teams, practice areas, matter types, and departmental processes while maintaining consistency across the firm. No-code automation gives internal teams the flexibility to update workflows without IT involvement. The platform integrates with all major document management systems (iManage, NetDocuments, SharePoint), financial systems (Aderant, Elite), and risk/compliance tools through robust APIs. Enterprise-grade security includes SSO, audit trails, granular permissions, encryption, and data governance managed by a dedicated team of 30+ security professionals.

Configurable Workflows by Practice & Jurisdiction
Centralised Governance with Decentralised Execution
Role-Based Permissions & Ethical Walls
Real-Time Lifecycle & Margin Data
No-Code Workflow Automation
Legal-Specific Pre-Built Configuration (Litigation, Claims, Contracts)
iManage & NetDocuments Integration
Microsoft 365, Outlook & Teams Integration
Aderant & Elite Financial System Integration
CRM, Intake & Conflict Checking Integration
SSO, Audit Trails & Granular Permissions
30+ In-House Security & Compliance Professionals

Pricing information

Enterprise custom pricing. Contact vendor for quote.

Best suited to

Large law firms and in-house legal departments seeking to standardise matter execution, improve governance, and connect existing legal technology systems without a rip-and-replace approach

Potential advantages

40% faster case lifecycles, 80% faster matter creation (verified client results)
Connects to existing stack — no rip-and-replace required
No-code workflow automation for internal teams
Role-based permissions and ethical walls built-in
Trusted by Herbert Smith Freehills Kramer and other leading firms
Real-time lifecycle and margin data for management visibility
30+ dedicated in-house security and compliance professionals

Questions to ask

Can you confirm that Clio Operate is intended only for large and enterprise organisations, rather than small or mid-sized firms?
What will our custom price be, and what does it include?
What dedicated change management will our implementation require?
What Australian-specific support is available, since the published material does not set it out and focuses mainly on the UK and global market?

Integrations

iManage, NetDocuments, SharePoint, Microsoft 365, Outlook, Teams, Aderant, Elite, CRM platforms, Conflict checking tools, AML/KYC systems

Visit the Clio Operate website