About Clio Duo

Clio Duo Review: Artificial Intelligence for Lawyers

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Lawyerist Rating for Duo

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Rating Breakdown

Our Rating: 4.5/5

Our rating is based on our subjective judgment. Use our resources—including our rating and community ratings and reviews—to find the best fit for your firm.

4.5/5

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Overview
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What is Clio Duo?

Duo is a generative AI tool in the works for users of Clio’s flagship Manage law practice management software. It helps law firms draft documents, summarize communications, and surface relevant case information.

Starting Cost: $39.00/user/month

Pros
  • Built into an Existing Product
  • Legal Market Focused
  • Strong Data Privacy
Cons
  • Not for Caselaw Research
Overview
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Clio Duo Review: Artificial Intelligence for Lawyers Features

Customer Experience & Support

/5

Price & Value

/5

Security

/5

Innovation & Future-Proofing

/5

Overview
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Product Details

Apps
  • Web
Website
https://www.clio.com/

Core Features

For , the following are essential features, and you should therefore expect to see a check in every box in this section.

Yes
No

Product Security

Most AI products are built in such a way that they are inherently insecure. If this box is checked, the product or application claims to keep data secure and away from the prying eyes of the public. Although users should not put client information into these platforms, typically sensitive company information is safe.

Client Confidentiality

While some products are secure enough for your own data, others go the extra step of making sure no third party (even themselves) have access to any of the data in your AI product. In these cases, the provider claims that your data is secure enough to maintain your client's Attorney/Client privilege.

Marketing Tasks

Can this product be used for basic marketing tasks like blog creation, social media videos, or website images?

Documentation Assistance

Can this product be used to help document how to do something, whether internal or external facing?

Non-legal Research

Is this product helpful with basic, non-legal research?

Legal Research

Although answers from any large language model tool should be double checked by an appropriate expert, some products claim to be trained on legal specific information. In these cases, it may be reasonable to trust them with legal specific questions or research. Keep in mind, however, that your professional rules likely require you to check their work.

Basic Drafting

Will this product assist in basic drafting of non-legal specific documents (e.g. email, invoices, job descriptions)?

Legal Specific Drafting

Can this product be useful in handling legal specific drafting?

Contract Management

Can this product be used to create and manage contracts?

Frequently Asked Questions

Where can I use Clio Duo?

Duo is available through Clio Manage.

What is the price of Clio Duo?

Duo costs $39/user/month. You do not have to buy it for all Clio users, if only one or two users need it.

Does Clio Duo integrate with my Law Practice Management Software?

Yes, only with Clio Manage currently.

Where does Clio Duo get it's information?

Duo's answers are powered by the data you store in Clio Manage.

Does Clio Duo search caselaw?

No, Duo does not search case law. It accesses only what you store in Clio Manage.

What secondary sources does Clio Duo have?

Duo does not access secondary sources. It accesses only what you store in Clio Manage.

Is Clio Duo reliable?

Yes, it is as reliaible as similar chatbots

Is Clio Duo difficult to use?

No, it's interface is a chatbot similar to ChatGPT and Copilot.

What type of practice uses Clio Duo?

It works with whatever case types and data you store in Clio Manage.

Does Clio Duo have reminders and alerts?

Not for itself, but Duo can set reminders for things like tasks within Clio Manage.

Additional Details about Clio Duo

Clio Duo is a proprietary generative AI technology. It’s designed to enhance productivity by enabling lawyers to interact with their case data using natural language. Available as a paid add-on, Clio Duo aims to streamline legal practice management through secure, context-aware AI assistance.

Natural Language Interface

Clio Duo lets users interact with their practice data using plain English; just type what you want it to do, like “summarize this matter” or “draft a follow-up email.” This lowers the learning curve and makes legal workflows faster without complex navigation or commands.

Document Drafting and Summarization

Duo can generate drafts for emails, letters, or memos based on case data or previous communications. Duo also summarizes long case notes, call logs, or documents, helping users grasp key points quickly.

Matter Insights

Duo can surface insights from a matter’s history, such as key dates, contacts, and recent activity. This eliminates the need to dig through files, making case prep and collaboration more efficient.

Task Creation…via Natural Language

Users can ask Duo to create tasks, set deadlines, and assign follow-ups within Clio Manage.

Secure, Context-Aware Responses

Because Duo works within Clio’s secure environment, it uses case-specific data responsibly, staying compliant with legal privacy standards. It tailors its output based on who’s involved, the matter context, and your recent activity, offering more accurate and relevant results.

Since Duo is developed by Clio, privacy operates as a core principle. Duo’s design includes “guardrails” protecting client confidential data.

Document Analyzer

Clio Duo’s Document Analyzer allows users to upload legal documents and receive instant AI-generated summaries, issue spotting, or clause identification. This feature helps lawyers understand contracts or filings without manually reading through every section, improving speed and accuracy in document review.

Who Clio Duo is for

Duo is built into Clio Manage for Clio users. It is requires a per-user, per-month add-on purchase from Clio.

Not sure where to begin? Download our Field Guide

Take the guesswork out of researching, purchasing, and implementing the right legal tech products and services for your law firm. Our Field Guide answers your essential questions and breaks down the features most important to your business, so you can buy with confidence.

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