Clio Duo

Clio is the dominant law practice management platform globally — used by 150,000+ law firms to manage cases, billing, client communication, and document organization. Clio Duo (launched 2023) is the AI layer built directly into this workflow context.

## What Makes Clio Duo Different

Most legal AI tools are standalone — you paste in a document and get analysis. Clio Duo is connected to your actual firm data: your cases, your clients, your billing records, your email history. When you ask it a question, it answers from your real data, not generic legal knowledge.

Practical examples: - "Summarize everything that's happened in the Smith case this month" — Clio Duo reads through all case notes, emails, and documents from the past month and produces a narrative summary - "Which matters have open invoices older than 30 days?" — surfaces billing data with client names and amounts - "Draft a client email updating Johnson on the status of her case" — writes an email using actual case data from the matter file - "What did we agree to in the last call with opposing counsel in the Martinez matter?" — finds relevant call notes

## Document Drafting

Clio Duo helps draft: - Client update emails (pulls actual matter data as the basis) - File notes from meetings (voice-to-text plus AI structuring) - Task lists for standard matter types - Billing entries from time narratives

## Compliance with Lawyer Obligations

Clio Duo is designed with legal ethics in mind. Data stays within the client's own Clio environment — it doesn't train on your client data. Clio publishes its AI data handling policies to satisfy law firm compliance and confidentiality requirements.

## Integration Depth

The value of Clio Duo is inseparable from the Clio platform. Attorneys already on Clio get AI that understands their workflow without migration. Attorneys on other platforms (MyCase, Practice Panther, Filevine) need to switch platforms to access it.

## Pricing

Clio Duo is included with Clio Grow and Clio Complete plans (from ~$79/month per user). Not available on the base Clio Manage starter plan.