Clio Operate

Clio Operate (formerly ShareDo) is an enterprise matter management and governance platform trusted by leading large law firms and in-house legal departments globally. It serves as the adaptive operating layer that standardises matter execution across practices and jurisdictions while connecting seamlessly to a firm's existing core systems — without replacing them.

The platform delivers configurable workflows by practice area and jurisdiction, centralised governance with decentralised execution, role-based permissions and ethical walls, and real-time lifecycle and margin data. Clio Operate is purpose-built for complex, multi-practice environments where consistency, compliance, and adoption at scale are non-negotiable. Its no-code automation gives internal teams the flexibility to update workflows quickly as business and regulatory needs evolve.

With deep integrations across iManage, NetDocuments, SharePoint, Microsoft 365, Aderant, Elite, and major CRM platforms, Clio Operate connects the entire legal technology stack into a governed, standardised delivery model. Security is enterprise-grade, with SSO, audit trails, granular permissions, encryption, and a dedicated team of 30+ security and compliance professionals.