Getting Started
Everything you need to begin importing PMS matters into Clio Operate — from first login to your first successful import.
Detailed Documentation
Product Brochure
Overview of features and value proposition.
Business Overview
Key workflows and strategic value.
Technical Overview
Architecture, data flow, and security details.
Deployment Guide
On-premise agent + Azure Relay setup for a client site.
Security & Data Residency
Hosting, Australian data residency, and what is protected.
Business Case & ROI
An illustrative model for estimating impact at your firm.
Staff User Guide
Step-by-step instructions for end-users.
Request access
Access to the Import Portal is managed per organisation. Contact your Alterspective account manager or your firm's Clio Operate administrator to request access. Once provisioned, you'll receive an invite via your organisation's Alterspective Identity account (Keystone) or sign in directly using your Microsoft Entra ID.
Sign in
Navigate to your PMS Sync login page and click Sign in with Alterspective or Microsoft Entra ID. You'll be redirected to your organisation's identity provider. No separate credentials are required.
Configure your organisation (admins only)
Administrators can configure the Alterspective Proxy and Clio Operate connections in Settings. You can now define multiple environments (e.g. Production, UAT, Development) per organisation.
- Alterspective Proxy URLThe URL of the Alterspective Proxy (or Azure Relay endpoint).
- Alterspective Proxy API KeyThe API key issued for the Proxy instance.
- Clio Operate CredentialsOAuth2 client ID and secret for the target instance.
- SIEM WebhookOptional URL for audit event export (CloudEvents) to Splunk/Sentinel.
Preview & Import
On the Import page, select your target Environment, enter a PMS matter number and click Preview. If the dry-run looks correct, click Import into Clio Operate to provision the work item and ODS parties.
Ready to import your first matter?
Sign in with your Alterspective account to get started.
Sign in