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How does Clio Duo work? Top benefits of using Clio Duo What sets Clio Duo apart from the rest AI ethics and Clio Duo Amplify your impact with Clio Duo
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What if, instead of working longer hours, you could boost efficiency by eliminating time spent on administrative tasks, document reviews, client management, and drafting messages? More efficiency means more time for revenue-generating work. Meet Clio Duo, Clio’s cutting-edge AI solution that’s transforming the way lawyers work.
Powered by generative AI technology, Clio Duo streamlines everything from case management to document reviews, helping firms operate at peak efficiency. No more drowning in paperwork or missing critical deadlines—this AI tool for lawyers takes care of repetitive tasks, giving you the freedom to focus on strategy, client relationships, and important casework.
As your productivity increases with Clio Duo, so does your capacity to take on more clients and, ultimately, boost your firm’s bottom line. This isn’t just about working harder—it’s about working smarter and becoming more profitable.
Ready to dive in? See how Clio Duo works within Clio Manage to extend your work without overextending you: Book your demo today.
How does Clio Duo work?
Clio Duo is a legal AI tool powered by the latest Microsoft Azure OpenAI GPT-4 technology that works inside Clio Manage to amplify the way legal professionals work.
Clio Duo leverages your data inside of Clio’s case management platform to improve decision-making, efficiency, caseload visibility, communication, and compliance.
Unlike open-source AI tools like ChatGPT, Clio Duo uses your firm’s data to amplify your productivity from a single workspace. From mapping out your schedule to turning information into insights, Clio Duo does the heavy lifting so you can focus on the things that matter most.
The rise of AI in the legal industry
The adoption of AI is only increasing–according to our latest Legal Trends Report, 79% of law firms are now using AI in some capacity, and one in four firms (24%) have already widely or fully integrated AI into their operations. Additionally, more than 80% of law firms expect to grow their AI usage in the next 12 months.
Beyond operational improvements, AI can help enhance client experience by boosting efficiency across your firm. Firm staff can focus on delivering a better client-centric experience, and grow their firms by devoting time and resources to marketing and attracting new clients.
In fact, clients are beginning to prefer that law firms use AI, with 70% of clients being either neutral or preferring that law firms use AI, with strong openness across generations: 81% of Gen Z, 75% of Millennials, 68% of Gen X, and 59% of Boomers are receptive to AI in legal services.
For lawyers, time is money, and with AI tools like Clio Duo, they’re reclaiming valuable hours and raising the bar for efficiency both within their firms and across the legal industry.
Top benefits of using Clio Duo
Curious how exactly Clio Duo can amplify everything you do? This cutting-edge, AI-powered feature is packed with benefits. Here are five standout advantages:
Automate the everyday with ease
Your expertise should drive your day, not routine tasks. Clio Duo lightens your workload by automating time-consuming tasks, from retrieving case or client information and generating matter summaries to creating tasks, scheduling calendar events, adding time entries, and drafting responses—all directly within the Duo chat panel.
Just ask Clio Duo, and it’s done. By handling these essentials seamlessly, Clio Duo empowers you to focus on the legal work that truly demands your attention.
Get instant insights from your documents
Clio Duo can help you ditch the time-consuming headache of digging through PDF files and Word docs by reviewing several documents to find what you need. Whether it’s pulling relevant key details and dates from your court documents and filings or summarizing complex documents, it transforms information into actionable insights you can rely on.
This means less time digging through paperwork and more time driving case strategy and decision-making, enabling you to close cases faster.
Always know exactly what to prioritize
Swamped with work and unsure where to start? Clio Duo is your ally, offering smart, actionable insights that cut through the chaos. From urgent cases to pending deadlines and upcoming meetings, it identifies your top priorities and ensures you never miss a beat.
With Clio Duo’s smart recommendations, you’re always a step ahead. Duo is also able to proactively suggest time entries by scanning your notes, logs, and tasks that don’t have times associated with them—plus, you can customize reminders to ensure every activity is billed accurately.
Clio Duo works to strategically manage your time, prioritize high-impact tasks, and avoid costly oversights.
Work from anywhere in Clio Manage
No need to jump between tabs or open a new window to access Clio Duo. Built right into Clio Manage, you can pull up essential case details and delegate the creation of tasks, time entries, and calendar events as you work. Clio Duo handles it with just a request, keeping you focused on your legal work. Let Clio Duo take care of the little things so you can stay focused on the job at hand.
Craft client responses in seconds
Say goodbye to writer’s block by using Clio Duo to generate tailored text and email messages, ensuring you respond to clients promptly with a professionally crafted message. By automating your replies and eliminating manual writing time, you’ll not only boost client satisfaction but enhance your daily efficiency!
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What sets Clio Duo apart from the rest
While many AI solutions are available, a few key factors set Clio Duo apart, making it the leading choice for lawyers and legal professionals.
Allows for secure AI adoption
When using open-source AI tools and chatbots, like ChatGPT, you can easily enter too much information or include sensitive information when attempting to summarize or find information within a document.
With Clio Duo, you can harness the power of AI without concerns about compromising your clients’ data. Clio Duo operates securely with Clio Manage, our case management platform using only its data. No data is used to train large language models (LLMs)—ensuring full data safety and privacy. It respects user permissions, ensuring users can only access what they are authorized to see, control data access, maintain security, and minimize unauthorized access across your firm.
Learn more about Clio’s industry leading security.
Made for legal professionals
Clio Duo harnesses your firm’s data to deliver tailored legal insights that generic AI tools can’t provide. It securely uses details you input into Clio Manage to instantly offer smart recommendations, generate matter summaries, and provide relevant details from your documents and case files that open-source AI simply can’t handle as effectively.
Clio Duo is designed with legal professionals in mind and is built specifically to transform the way legal work gets done within their case management software. As Clio Duo evolves, it will continue to expand, offering even more automation features, all driven by Clio’s commitment to delivering top-tier software that enables lawyers to focus on the work only they can do.
AI ethics and Clio Duo
AI is your partner, but it won’t replace you. While Clio Duo automates many tasks, your legal expertise remains crucial for ensuring precision. Check for accuracy, check your bias, and use your professional judgment in reviewing AI outputs.
Ultimately, Clio Duo is a tool to enhance, not substitute, ensuring that human insight and experience remain central to your practice. Clio is committed to doing AI the right way, equipping legal professionals with the tools they need to serve their clients better and run their practices more efficiently.
Adhering to ethics rules while leveraging the power of AI isn’t just about compliance—it’s a significant advantage. With Clio Duo, you’re not only keeping up with change but also setting a new standard for legal innovation and AI ethics in the legal space.
Amplify your impact with Clio Duo
Adopting Clio Duo into your practice isn’t just a smart decision—it’s a strategic leap toward harnessing cutting-edge technology to better serve your clients. Clio Duo places you at the forefront of legal innovation, empowering you to meet client needs with greater efficiency and confidence.
Ready to get started with Clio Duo? Book your demo today to see it in action for your firm!
See everything Clio was up to in 2024 in our yearly roundup: 2024 at Clio: A Landmark Year in Review
We published this blog post in December 2024. Last updated: .
Categorized in: Clio, Technology
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