Case & CodeA FIELD GUIDE TO AI
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Clio Duo

In plain words

Software for running a law practice. Some of its tools use AI. Clio is the wider product, not just its AI helper.

The fuller definition

Clio is a practice-management platform. Clio Duo is its built-in AI assistant for tasks that use the firm's own matter, billing, and document data within the platform.

How it fits together
  1. Platform

    Matter and billing data

  2. Assistant

    Summarize and draft

  3. Check

    Against the record

A simplified relationship, not a screenshot or a complete design.

A concrete example

A user asks for a summary of recent activity on a matter and a draft of a client update.

The distinction that matters

The assistant works within the platform's data and permissions. Its answers are only as current as the records in the system.

Related terms

Where it is taught

Choose an AI tool around the work product

Source and further reading

Clio · Clio Duo

The definition and example are written for this library. The link gives background, official documentation or legal authority as labelled. Legal scope depends on the jurisdiction and current text; product features depend on release and settings.

Lessons, terms, practical guides and sources ESC