Clio Duo adds an AI partner inside Clio Manage that summarizes matters and documents, retrieves case facts, drafts responses, and creates tasks and time entries so lawyers work faster without switching tools
Product Category
Legal Practice Management
Product Subcategory
AI Functions
Clio Duo drafts emails and documents, summarizes files and communications, translates text, and suggests next actions.
Conversational commands to retrieve client or matter details, add tasks, schedule events, and create time entries.
Context aware help inside Clio Manage with privacy controls and firm data boundaries.
Product Core Functions
Clio centralizes work for law firms from first contact to paid invoice. In Clio Grow you capture and qualify leads with online intake forms, templated emails, and booking links. New clients convert to matters in Clio Manage, which organizes documents, notes, tasks, communications, calendar events, and time entries under one file.
Time and billing tools support multiple rates, timers, LEDES, and trust compliant workflows. Clio Payments lets clients pay by card or eCheck from invoices, payment links, or text, with IOLTA safeguards and built in reporting. Document management provides unlimited cloud storage, versioning, and desktop sync via Clio Drive so teams can work from familiar folders. E-signatures and template automation reduce drafting time.
Client collaboration runs through Clio for Clients, a secure portal for messaging, document exchange, and status updates. Calendar and scheduling tie firm availability to online bookings, while email add-ins and the mobile app capture communications and on the go work. Reporting covers utilization, collections, pipeline, and matter budgets, giving owners a real time view of productivity and cash flow.
Clio Duo brings AI assisted summaries, drafting, and tasking directly into matters so attorneys move faster on routine steps and keep files current. An open integrations catalog connects email, calendars, phone, accounting, eDiscovery, and more, which keeps Clio at the center of the firm without forcing tool changes.
Key Features
Matters for end to end case organization and collaboration
Time tracking, invoicing, LEDES, and trust accounting safeguards
Clio Payments for online card and ACH with IOLTA compliance
Client intake and CRM with online forms, e-sign, and scheduler
Document management with templates, e-signatures, and Clio Drive desktop sync
Secure client portal for messaging and file sharing
Calendar, tasks, and mobile apps for work anywhere
App marketplace for email, accounting, phone, and litigation tools
Ease Of Use
Setup: Admin imports contacts, connects calendars and email, enables Payments, and builds one intake form and bill template. Same day go live is realistic.
Daily workflow: Attorneys work from matter dashboards, track time, send e-sign docs, issue invoices or payment links, and review Duo summaries to prep quickly.
Team onboarding: Paralegals, intake staff, and lawyers adopt role based views. A short walkthrough on matters, intake, billing, and portal messaging gets each role comfortable.
Tool integration: Turn on email and calendar add-ins, connect accounting or phone, and validate one intake to matter flow and one invoice payment. A couple of hours and you are operational.
Admin demand: Light to moderate. Maintain users and permissions, trust settings, templates, and reports; review Payments payouts and integration health on a regular cadence.
Use Cases
Solo and small firms standardizing intake, e-sign, billing, and online payments
Growing multi practice firms coordinating teams across matters and calendars
Contingency and high volume practices needing fast intake, tasking, and payment plans
Immigration, family, and criminal defense firms using portal messaging and scheduling
Virtual or distributed firms working from Clio Drive and mobile