Overview

DMH Stallard implemented Clio Operate (formerly ShareDo) to enhance matter and file management. To ensure people adopted the system confidently from day one, the firm partnered with iTrain to deliver a training programme combining practical, task-focused learning with ongoing support.

This was iTrain’s first Clio Operate engagement. Working closely with the firm’s internal trainer, the iTrain team quickly upskilled, gained in-depth knowledge of the system, including key customisations, and delivered both onsite and remote sessions to meet the needs of different teams and locations.

To reinforce learning and provide easy on-the-job support, iTrain also produced eight Quick Reference Guides (QRGs) covering essential workflows such as logging in, navigating matters, using search and list views, creating documents, and leveraging iManage integration.

The Challenges

• Adoption of new workflows: People needed to learn new ways of working and understand how Clio Operate had been configured specifically for DMH Stallard. Training had to be practical, relevant, and accessible to both onsite and remote attendees.
• Rapid upskilling on a new platform: As iTrain’s first Clio Operate project, the iTrain team needed to gain a deep understanding of the system, including customisations and integrations, to deliver accurate and confident training.
• Reusable support materials: The firm required concise resources to enable people to refresh their knowledge independently after training and complete common tasks efficiently.
• Seamless collaboration: Training needed to complement the firm’s internal trainer, ensuring consistent messaging, terminology, and alignment across the end-to-end learning journey.

The Strategy

• Collaborative approach: Worked alongside DMH Stallard’s internal trainer and project team to align content, terminology, and delivery style.
• Rapid system mastery: Upskilled quickly on Clio Operate (ShareDo) and the firm’s custom configuration to deliver practical, accurate training.
• Practical support materials: Produced eight Quick Reference Guides (QRGs) covering account setup, navigation, search and filtering, matter management, participant and document handling, iManage integration, and key date and team processes.
• Blended delivery: Delivered a mix of onsite and remote sessions, tailored to specific roles and day-to-day tasks within matters.
• Positive engagement: Received strong feedback for clear, practical training delivery and high-quality ongoing support.

The Results

• People were supported to adopt Clio Operate through a practical, role-focused learning journey delivered in partnership with the firm’s internal trainer.
• Blended delivery ensured training was accessible and directly relevant to daily matter management.
• The eight Quick Reference Guides enabled staff to quickly refresh key processes, from navigation and searching to updating matters, managing participants, tracking key dates, and generating documents with iManage integration.
• The project demonstrated iTrain’s ability to rapidly upskill on a new platform and deliver confidently, even for first-time engagements with Clio Operate.