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Clio Releases Clio Duo, Generative AI Built Directly Into Its Law Practice Management Platform

Calling
it
a
major
first
step
in
its
wider
AI
product
roadmap,
the
law
practice
management
company
Clio
today
released
Clio
Duo,
a
generative
AI
product
built
directly
into
the
Clio
Manage
law
practice
management
platform.

Clio
released
the
product
today
at
its
Clio
Cloud
Conference
in
Austin,
Texas,
after
first
announcing
its
plans
to
launch
the
product
at
its
conference
last
year.

“Think
of
Clio
Duo
as
your
AI-powered
legal
partner,”
Clio
founder
and
CEO
Jack
Newton
said
during
his
keynote
this
morning.

According
to
Clio,
Clio
Duo
will
allow
users
to:

  • Quickly
    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
    recommendations
    on
    high-priority
    tasks
    and
    matters,
    including
    which
    need
    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.

Clio
Duo
provides
a
chat-like
interface
through
which
users
can
get
answers
in
text
and
table
formats
and
then
copied
and
used
in
other
editors.


Clio
says
that
the
product
can
understand
and
process
complex
queries,
coupled
with
details
from
Clio
Manage,
and
can
prioritize
information
to
help
ensure
that
the
most
immediately
critical
information
is
always
top-of-mind
across
a
law
firm.

An
audit
log
features
provides
a
clear
trail
of
information
sources,
including
cited
references
and
document
origins,
so
that
every
piece
of
data
and
information
is
traceable
and
verifiable.

Clio
says
that
Clio
Duo
is
a
major
first
step
in
the
company’s
wider
AI-driven
product
roadmap.
Clio
plans
to
expand
AI
capabilities
across
every
aspect
of
its
platform,
it
says.
It
will
include
advanced
AI
features
that
will
be
able
to
perform
a
variety
of
tasks
in
law
firm
marketing,
billing,
legal
documents
drafting,
and
more,
and
will
introduce
features
that
offer
a
more
personalized
AI
experience.

Clio
says
it
has
designed
Duo
with
a
strong
emphasis
on
safety
and
reliability,
incorporating
advanced
guardrails
that
serve
multiple
critical
functions.
These
guardrails
include
real-time
monitoring
for
potential
vulnerabilities,
Clio
says,
such
as
prompt
injections.