White-label Development for Consultancies

Clio Operate Development

Specialist Clio Operate (ShareDo) development under your brand. Team augmentation and discrete projects for workflows, customisation, and integrations.

Specialist Legal Technology Development

Clio Operate Development

Add specialist Clio Operate (ShareDo) development to your consultancy. I work under your brand to build and extend client solutions, from matter workflows and custom functionality to integrations with the wider legal technology stack.

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Development & Configuration

Build and configure Clio Operate solutions around the workflows and requirements of your legal clients.

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Customisation

Custom matter types, task templates, and platform enhancements developed alongside your consultants.

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Integration

Connect Clio Operate with your client document management system, accounting, and other key tools.

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Technical Handover

Documentation and knowledge transfer to help your team maintain and extend the delivered solution.

Clio Operate Delivery Support

✓Matter and task workflow configuration
✓Client portal setup and branding
✓Document automation and precedents
✓Integration with Microsoft 365 and other legal tech
✓System Setup and Authentication
✓Reporting and KPI dashboards
✓Data migration from legacy systems
✓Ongoing support and optimisation

Two Ways to Work Together

Team Augmentation

Add specialist development capacity to your existing team. I work within your tools, processes, and priorities, supporting a workstream or your wider delivery programme under your brand.

Discrete Project Delivery

Commission a standalone Power Apps build, Clio Operate enhancement, or custom application or integration. We agree the scope, deliverables, milestones, and acceptance criteria, then I take the work through development, testing, and handover under your brand.

Discuss Your Clio Operate Project

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