Clio is a cloud‐based legal technology company that provides practice management, client intake, document, billing, and case/matter management software for law firms. Clio Duo is their AI‑powered legal assistant module, built into their Clio Manage product, designed to help automate workflows, extract insights, summarize documents, generate drafts, and generally make daily legal practice more efficient.

Themis Solutions Inc. (Clio)

<h3><span style="color: rgb(0, 0, 0);">Introduction</span></h3><p>Clio Duo is an AI-powered legal assistant integrated into Clio Manage, a leading cloud-based legal practice management platform. Launched in 2024 with advanced Microsoft Azure OpenAI GPT-4 technology, Clio Duo automates routine legal tasks, enabling lawyers to focus on higher-value work. It helps legal professionals by summarizing complex cases, managing client communications, drafting documents, creating tasks, and prioritizing workload predictions. Integrated deeply into the case‑management environment, it allows users to access matter details, summarize documents, generate simple drafts, respond to client communications, and prioritize essential actions—all without needing to switch tools. A strong focus is placed on privacy, role‑based permissions, and audit logs to ensure transparency and security. Clio Duo’s goal is not to replace human legal judgment, but to enable legal professionals to spend more time on high‑value, strategic work.</p><h3>Legal Research</h3><p>Clio Duo offers capabilities to make legal research more efficient, especially in the context of your own cases and documents. Within Clio Manage, you can ask Duo to pull up client or matter information, retrieve summaries of case history, and extract relevant details without manually searching through all files. It helps find documents by keywords across a matter or client, summarize long texts, and cite sources of information within documents you have stored in Clio. Although Clio Duo is not (yet) a full replacement for external legal research databases like Westlaw or Lexis, its integration with Clio’s data and, after Clio’s acquisition of vLex, expansion in legal research content suggests improving external law‑library access over time. The strength lies in fast, contextual access to information already in your system.</p><h3>Contract Analysis</h3><p>Contract Analysis with Clio Duo is centered on the Document Analyzer tool. You can upload or select documents (PDF, DOCX, TXT up to specified size limits) associated with a matter, then ask Duo to analyze them. It can extract key dates, involved parties, obligations, or other specified items. There are options for “quick” vs “thorough” responses depending on how much detail you want. The tool helps with issue spotting and summarization of contracts or related documents so that review becomes faster.</p><h3>Document Drafting</h3><p>For Document Drafting, Clio Duo assists primarily with simpler or more routine legal documents and communications. It can generate draft text for emails, client correspondence, responses, and other short‑form communications. It also works with templated documents, enabling you to auto‑fill parts of a template using matter or client data stored in Clio. The AI helps overcome “writer’s block” by providing suggested beginnings or rewriting pieces of text. Although it does not currently handle highly complex contracts or jurisdictionally complicated documents from scratch, it speeds up drafting of standard forms, letters, or engagement documents. Because it sits in the same environment as your case files and templates, you don’t need to export/import or copy‑paste between systems.</p><h3>Predictive Analytics</h3><p>Clio Duo offers features that lean toward descriptive and advisory analytics more than deep predictive modeling (e.g. forecasting litigation outcomes). Key predictive‑type features include: smart recommendations for what tasks or matters need immediate attention; reminders for overdue tasks or bill approvals; insights into business performance (billing, month‑to‑month comparisons, recent activity across matters) surfaced through chat‑style queries; and helping users prioritize work based on what is likely urgent. These features help firms anticipate what needs doing rather than just react. Duo also has audit logs to track what it did. However, more advanced predictive analytics (e.g. probability of case success, cost estimates under uncertainty, risk of default by a party) are not yet part of its public feature set. </p><p><br/></p>

Review about Clio Duo - an AI legal assistant powered by GPT-4, designed to automate tasks, summarize documents, and boost lawyer productivity within Clio Manage.