Robert Ambrogi Blog
Calling it a major first step in its wider AI product roadmap, the law practice management company Clio today released Clio Duo, a generative AI product built directly into the Clio Manage law practice management platform.
Clio released the product today at its Clio Cloud Conference in Austin, Texas, after first announcing its plans to launch the product at its conference last year.
“Think of Clio Duo as your AI-powered legal partner,” Clio founder and CEO Jack Newton said during his keynote this morning.
According to Clio, Clio Duo will allow users to:
- Quickly access client and matter details, retrieving key information without the need to sift through extensive documents.
- Extract and cite precise details from documents within seconds.
- Summarize any text document in Clio Manage with one click, and easily export or save the summary as a new file, on both desktop and mobile apps.
- Get recommendations on high-priority tasks and matters, including which need immediate attention, meeting preparations, and how to prioritize pending tasks.
- Work from anywhere in Clio Manage and delegate assignments to Clio Duo, such as creating a task, bill, or calendar event, freeing you up to focus on your current priorities.
- Automatically generate professional text messages and email replies with suggested responses, generating short or long-form replies for client communications via Clio for Clients.
- View an audit log of all actions performed by Clio Duo, ensuring transparency and accountability for every AI-driven task.
Clio Duo provides a chat-like interface through which users can get answers in text and table formats and then copied and used in other editors.
Clio says that the product can understand and process complex queries, coupled with details from Clio Manage, and can prioritize information to help ensure that the most immediately critical information is always top-of-mind across a law firm.
An audit log features provides a clear trail of information sources, including cited references and document origins, so that every piece of data and information is traceable and verifiable.
Clio says that Clio Duo is a major first step in the company’s wider AI-driven product roadmap. Clio plans to expand AI capabilities across every aspect of its platform, it says. It will include advanced AI features that will be able to perform a variety of tasks in law firm marketing, billing, legal documents drafting, and more, and will introduce features that offer a more personalized AI experience.
Clio says it has designed Duo with a strong emphasis on safety and reliability, incorporating advanced guardrails that serve multiple critical functions. These guardrails include real-time monitoring for potential vulnerabilities, Clio says, such as prompt injections.