In-House Legal & Corporate Legal Ops
Clio Operate review for Australian law firms
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.
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
Points to verify
- Enterprise-only — not suitable for small or mid-sized firms
- Custom pricing only — no transparent pricing available
- Implementation requires dedicated change management
- Primarily UK/global focused; AU-specific support details not published
Integrations
iManage, NetDocuments, SharePoint, Microsoft 365, Outlook, Teams, Aderant, Elite, CRM platforms, Conflict checking tools, AML/KYC systems