Do more with Duo

Clio Duo is your dynamic AI-powered partner, available in Clio’s legal practice management software. Clio Duo is always ready to help you make the most of your work day by automating everyday tasks such as data retrieval, bill generation, and more.

Clio Duo stands out from other AI tools due to its deep integration with Clio Manage, specifically tailored for legal professionals. Unlike generic AI tools, Clio Duo offers the following:

• Legal-specific functionality. Designed specifically for the legal industry, Clio Duo provides features that address unique legal needs, such as case summaries, legal document analysis, and smart task prioritization.
• Integrated case management. Clio Duo seamlessly embeds within Clio Manage, allowing users to access AI capabilities directly alongside their existing case and client data. This integration ensures a cohesive experience without needing to switch between platforms.
• Data security and privacy. Clio Duo prioritizes the protection of sensitive legal information. It operates within the strict security protocols of Clio, ensuring that your data is secure and not used to train external AI models.
• User-friendly interface. Clio Duo offers an intuitive, user-friendly interface designed for legal professionals, making it easy to adopt and use without extensive training.
• Comprehensive support. As a feature of Clio Manage, Clio Duo benefits from Clio’s dedicated customer support and continuous updates, ensuring users have access to the latest advancements and assistance.

Clio Duo operates within the secure environment of Clio, ensuring that your data remains private and is not used to train external AI models. It adheres to the same permissions as you, preventing unauthorized access to sensitive information. Additionally, with our audit log functionality, you can track and review all of Clio Duo’s activities, providing transparency and security for your data.

There is no separate free trial for Clio Duo. Clio Duo’s AI capabilities are seamlessly embedded in Clio Manage and available as an add-on to the Essentials, Advanced, or Complete plans.

Clio Duo is currently only available to law firms in the U.S. who are using Clio’s cloud-based legal practice management software, Clio Manage.

Clio Duo is designed to enhance and amplify the capabilities of legal professionals, not replace them. While Clio Duo’s AI capabilities can handle routine and time-consuming tasks such as summarizing documents, drafting communications, and prioritizing workflows, it does not replace the essential human judgment and expertise required for complex legal decision-making. Instead, Clio Duo supports legal professionals by enhancing their efficiency and allowing them to focus on high-value tasks that require professional insight and expertise.

When using AI software for lawyers, you should consider several important ethical implications:

• Data privacy. Ensure that sensitive client information is securely protected. Clio Duo adheres to strict data privacy standards, but it’s essential for lawyers to remain vigilant about how data is handled.
• Accuracy. Verify that the outputs generated by Clio Duo, such as document and matter summaries are accurate and reliable. Always cross-check AI-generated information with your own legal expertise.
• Bias awareness. Be mindful of potential biases in AI outputs. While Clio Duo is designed to minimize bias, it’s important to review AI recommendations critically to ensure fairness and objectivity.
• Professional judgment. Use Clio Duo to enhance your practice, not as a replacement for professional judgment. AI can support and streamline tasks but should complement, not substitute, your legal expertise and decision-making.

By adhering to these ethical considerations, you can effectively and responsibly integrate Clio Duo into your legal practice.