Clio Duo: the best legal AI tool for law firms

What if, instead of working longer hours, you could become more efficient by eliminating time spent on administrative tasks, reviewing documents, managing clients, and writing messages? More efficiency means more time for revenue-generating work. Meet Clio Duo, Clio’s cutting-edge AI solution that is transforming the way lawyers work.

Powered by generative AI technology, Clio Duo streamlines everything from case management to document review, helping businesses operate at maximum efficiency. No more drowning in paperwork or missing critical deadlines: this AI tool for lawyers takes care of repetitive tasks, giving you the freedom to focus on strategy, client relationships and important files.

As your productivity increases with Clio Duo, so does your ability to accommodate more customers and ultimately improve your business’s bottom line. It’s not just about working harder, but also about working smarter and becoming more profitable.

Ready to dive? Discover how Clio Duo works within Clio Manage to expand your work without overloading you: book your demo today.

How does Clio Duo work?

Clio Duo is a legal AI tool powered by the latest Microsoft Azure OpenAI GPT-4 technology that works within Clio Manage to amplify the way legal professionals work.

Clio Duo leverages your data within Clio’s case management platform to improve decision-making, efficiency, workload visibility, communication and compliance.

Unlike open source AI tools like ChatGPT, Clio Duo uses your company’s data to amplify your productivity from a single workspace. From planning your schedule to turning information into insight, Clio Duo does the heavy lifting so you can focus on the things that matter most.

The rise of AI in the legal sector

AI adoption is only increasing, according to our latest Legal Trends Report79% of law firms now use AI to some extent, and one in four firms (24%) have already largely or fully integrated AI into their operations. Additionally, more than 80% of law firms plan to increase their use of AI over the next 12 months.

Beyond operational improvements, AI can help improve customer experience by improving efficiency within your business. Firm staff can focus on providing a better client-centric experience and grow their business by dedicating time and resources to marketing and attracting new clients.

In fact, customers are starting to prefer that law firms use AI, with 70% of clients being either neutral or preferring law firms to use AI, with a strong openness between generations: 81% of Gen Z, 75% of millennials, 68% of Generation X and 59% of baby boomers are receptive to AI in legal services.

For lawyers, time is money, and with AI tools like Clio Duo, they are reclaiming valuable hours and raising the bar for efficiency, both within their firms than in the legal sector as a whole.

Key Benefits of Using Clio Duo

Curious about exactly how Clio Duo can amplify everything you do? This cutting-edge, AI-powered feature is packed with benefits. Here are five notable benefits:

Automate everyday life with ease

Your expertise should drive your day, not routine tasks. Clio Duo lightens your workload by automating time-consuming tasks, from retrieving case or client information and generating topic summaries to creating tasks, scheduling calendar events, adding time entries and writing responses, all directly in the Duo discussion panel.

Just ask Clio Duo, and that’s it. By managing these essential elements seamlessly, Clio Duo allows you to focus on the legal work that actually requires your attention.

Get instant information about your documents

Clio Duo can help you avoid the tedious headache of finding PDF files and Word documents by reviewing multiple documents to find what you need. Whether extracting relevant details and key dates from your court documents and records or summarizing complex documents, it transforms information into actionable insights you can rely on.

This means less time digging through paperwork and more time strategizing a case and making decisions, allowing you to close cases faster.

Always know exactly what to prioritize

Are you overwhelmed with work and don’t know where to start? Clio Duo is your ally, delivering intelligent, actionable insights that help avoid chaos. From urgent cases to pending deadlines and upcoming meetings, it identifies your top priorities and ensures you don’t miss a thing.

With Clio Duo’s intelligent recommendations, you’re always one step ahead. Duo is also able to proactively suggest time entries by analyzing your notes, journals, and tasks that don’t have a time associated with them. Plus, you can customize reminders to ensure every activity is billed accurately.

Clio Duo strives to strategically manage your time, prioritize high-impact tasks, and avoid costly oversights.

Work from anywhere in Clio Manage

No need to switch from one tab to another or open a new window to access Clio Duo. Integrated directly with Clio Manage, you can extract essential details from a case and delegate the creation of tasks, time entries and calendar events while you work. Clio Duo takes care of this on request, allowing you to stay focused on your legal work. Let Clio Duo take care of the little things so you can stay focused on the job at hand.

Write customer responses in seconds

Say goodbye to writer’s block by using Clio Duo to generate personalized text and email messages, ensuring you respond quickly to customers with a professionally written message. By automating your responses and eliminating manual writing time, you will not only increase customer satisfaction, but also improve your daily efficiency!

What differentiates Clio Duo from others

Although many AI solutions are available, a few key factors set Clio Duo apart, making it the top choice for lawyers and legal professionals.

Enables secure adoption of AI

When using open source AI tools and chatbots, like ChatGPT, you can easily enter too much information or include sensitive information when trying to summarize or find information in a document.

With Clio Duo, you can harness the power of AI without fear of compromising your customer data. Clio Duo works securely with Clio Manage, our case management platform using only its data. No data is used to train large language models (LLMs), ensuring complete data security and privacy. It respects user permissions, ensuring users can only access what they are authorized to see, control access to data, maintain security, and minimize unauthorized access in your business.

Learn more about Clio’s industry-leading security.

Designed for legal professionals

Clio Duo leverages your company’s data to provide personalized legal insights that generic AI tools can’t provide. It securely uses the details you enter into Clio Manage to instantly offer intelligent recommendations, generate topic summaries, and deliver relevant details from your documents and folders that open source AI simply can’t handle as well. effectively.

Clio Duo is built for legal professionals and is specifically designed to transform the way legal work is done within their case management software. As it evolves, Clio Duo will continue to expand, offering even more automation features, all driven by Clio Duo’s commitment to providing leading software that allows lawyers to focus on work that only they can carry out.

The ethics of AI and Clio Duo

AI is your partner, but it will not replace you. While Clio Duo automates many tasks, your legal expertise remains crucial to ensure accuracy. Check for accuracy, check your bias, and use your professional judgment to review the AI ​​results.

Ultimately, Clio Duo is a tool intended to enhance, not replace, ensuring that human insight and experience remain at the heart of your practice. Clio is committed to implementing AI the right way, equipping legal professionals with the tools they need to better serve their clients and run their firms more efficiently.

Adhering to ethical standards while leveraging the power of AI isn’t just about compliance—it’s a significant benefit. With Clio Duo, you not only follow the change, but also set a new standard in legal innovation and AI ethics in the legal field.

Amplify your impact with Clio Duo

Adopting Clio Duo in your practice is not only a smart decision: it’s a strategic step toward leveraging cutting-edge technology to better serve your clients. Clio Duo puts you at the forefront of legal innovation, enabling you to meet your clients’ needs with greater efficiency and confidence.

Ready to get started with Clio Duo? Book your demo today to see it in action for your business!

We published this blog post in December 2024. Last update: December 9, 2024.

Classified in: Clio, Technology