Clio Operate logo

Clio Operate

AU Market

Enterprise matter management and workflow automation (formerly Sharedo)

⚖️ Practice Management Enterprise pricing

Overview

Clio Operate, formerly Sharedo, is a case and matter management platform designed for large law firms handling complex legal work. Acquired by Clio, it now serves as the enterprise tier of the broader Clio ecosystem (which also includes Clio Manage for SME firms, Clio Grow for CRM/intake, Clio Draft for document automation, and Clio Work for AI-powered research). The system provides no-code workflow automation, secure document management, client portals, and an API-first architecture with over 400 REST endpoints for integration with existing firm systems.

Key Capabilities & Differentiators

Clio Operate's no-code workflow modeller allows firms to configure complex matter workflows without developer involvement. Its API-first architecture with 400+ REST endpoints enables deep integration with existing firm systems including DMS platforms, financial systems, and communication tools. Clio established an Australian data centre in 2019, and Clio Operate extends this enterprise offering to the Australian large firm market.

Core Features

No-Code Workflow Automation
Customisable Workflows
Secure Document Management
Client Portals
Role-Based Dashboards
Data-Driven Reporting
API-First with 400+ REST Endpoints
Integrations with DMS and Legal Tech
Matter Management
Compliance & Risk Management

Integrations

iManageNetDocumentsSharePointAderantEliteSalesforceDynamicsPower AutomateTwilioPower BI

Related Software

User Ratings

Register to Rate

Ratings are submitted by registered users and moderated for quality.

No user ratings yet. Be the first to rate Clio Operate.

Discussion

Share your thoughts, questions, or tips about Clio Operate. You must be registered to comment.

Register to join the discussion

Register / Sign In

No comments yet. Start the discussion.

Quick Facts

Headquarters
Cheshire, United Kingdom
Founded
2011
Pricing Model
Per User / Year
Firm Sizes
Large, Enterprise

Pricing

Custom quote. Discounts available for volume and longer contract lengths. Contact Clio for pricing.

Prices shown are indicative and may vary. Contact the vendor for current pricing. All prices in AUD unless stated otherwise.

Best For

Large law firms and corporate legal departments with complex, multi-practice work requiring highly customisable matter management and workflow automation

Get Expert Advice

Not sure if Clio Operate is right for your firm? Our legal tech consultants provide free, independent guidance.

Get Free Advice 1300 033 912

Legal Tech Weekly

Get weekly best practice guides, software comparisons, and tech tips for Australian law firms.

No spam. Unsubscribe anytime.