Clio Duo promises to usher in a new era of legal platform intelligence

Clio, a global leader in legal technology, is introducing Clio Duo, now offering artificial intelligence on the Clio platform to set a new precedent for legal AI.

According to the company, it enables a seamless integration of advanced AI capabilities into everyday legal tasks, enhancing efficiency and transforming how legal professionals operate across a unified technology platform.

“The launch of Clio Duo marks a defining moment for the legal industry,” said Jack Newton, CEO and Founder of Clio. “We’ve embedded artificial intelligence into the most connected platform in legal, and we’ve done so at an unprecedented scale. As AI adoption continues to accelerate across the industry, we’ve built Clio Duo with a great deal of precision and protection, laying a strong foundation for how AI can empower legal professionals to scale their practice confidently. Our customers deserve the best tools as they reshape their practices with this transformative technology. Launching Clio Duo is a significant milestone to celebrate today, but it’s just the beginning of an ongoing journey to develop AI that evolves with the future of legal work.”

Clio Duo acts as an AI-powered legal partner, streamlining all aspects of a law firm and transforming data into actionable insights.

Built into Clio’s flagship practice management product, Clio Manage, Clio Duo enhances legal workflows by offering insights and automating tasks, allowing legal professionals to prioritize critical work and boost productivity without switching applications.

With Clio Duo, customers can:

• Instantly access client and matter details, retrieving key information without the need to sift through extensive documents.
• Extract and cite precise details from documents within seconds.
• Summarize any text document in Clio Manage with one click, and easily export or save the summary as a new file, on both desktop and mobile apps.
• Get smart recommendations on high-priority tasks and matters, including what needs immediate attention, meeting preparations, and how to prioritize pending tasks.
• Work from anywhere in Clio Manage and delegate assignments to Clio Duo, such as creating a task, bill, or calendar event, freeing you up to focus on your current priorities.
• Automatically generate professional text messages and email replies with suggested responses, generating short or long-form replies for client communications via Clio for Clients.
• View an audit log of all actions performed by Clio Duo, ensuring transparency and accountability for every AI-driven task.

Early trial customers of Clio Duo reported significant boosts in both efficiency and productivity. From streamlining tasks to speeding up workflows, Clio Duo has helped legal professionals achieve more in less time without compromising quality.

Clio Duo efficiently handles questions through its chat-like interface, providing answers in text and table formats that can be easily copied and used in other editors. Leveraging advanced AI capabilities, Clio Duo can understand and process complex queries, tightly coupled with details from Clio Manage, producing timely and relevant insights. Additionally, Clio Duo can prioritize information, ensuring that the most immediately critical information is always top-of-mind across a law firm.

Clio Duo uses advanced technologies that include sophisticated machine learning techniques, natural language processing, and large language models to produce tailored insights, reduce manual inputs, and accelerate workflows. 

Transparency and accountability are at the core of Clio Duo with its unique and robust audit log feature. This provides a clear trail of information sources, including cited references and document origins, ensuring that every piece of data and insight is traceable and verifiable. By maintaining records of all interactions and modifications, Clio’s audit log helps legal professionals keep track of their information, supporting compliance and enhancing confidence in the accuracy of their work.

Clio Duo is a major first step in the company’s wider AI-driven product roadmap, according to the company. Clio plans to expand AI capabilities across every aspect of the Clio platform, transforming how legal professionals manage their practices. This includes advanced AI features that can perform a wide variety of tasks in law firm marketing, billing, legal documents drafting, and more, ensuring that law firm workflows are more intuitive, efficient, and insightful.

“We’re not just focused on today, we’re planning 2 to 5 years ahead,” says Jonathan Watson, CTO at Clio. “Our aim is to seamlessly integrate AI into every aspect of legal work, making it intuitive—an extension of your team—enhancing productivity and decision-making. By laying this groundwork now, we’re positioning Clio as a long-term AI partner for legal professionals, helping them navigate future challenges and find new ways to grow their practice. We’re committed to delivering AI tools that are intuitive and easy to use, while driving the industry forward with best-in-class innovation.”

For more information about this news, visit www.clio.com.