Clio Duo Brings AI to Lawyers Doorstep (2025)


Clio Duo, an advanced AI-powered tool built into Clio’s law practice management software, offers features designed to streamline your workflow and enhance productivity. Let’s explore four feature categories: accessing matter details, retrieving client information, finding documents within a matter, and getting caught up on case details.

Accessing Matter Details

Clio Duo makes it incredibly easy to access matter details. Upon opening Clio, you’re greeted with a personal dashboard. Open Duo by clicking the blue “D” to the right of the search box. Duo’s interface works like a “traditional” AI chatbot. You can ask Duo to catch you up on a specific matter. Duo will search and return relevant information, including both open and closed matters. By clicking on a matter, Duo takes you directly to the details you need.

For more complex queries, such as listing all open matters where you are the responsible attorney, Duo provides a comprehensive list. This feature is particularly useful for ensuring you stay current with client billing. Additionally, Duo can identify the matter with the highest unbilled amount, helping you prioritize your tasks effectively.

Retrieving Client Information

Clio Duo also excels at retrieving information, making it simple to look up details about your clients and their matters. For instance, you could ask Duo if there are any open matters with a specific contact. Duo will provide a list of open matters, including details about recent communications and contact information. This allows you to quickly follow up with clients and stay informed about their cases.

Moreover, Duo can summarize recent emails and provide phone numbers, enabling you to make calls directly from the platform. This feature helps when catching up on cases, ensuring you have the necessary facts at your fingertips.

Finding Documents Within a Matter

Locating specific documents within a matter is a breeze with Clio Duo. Whether you need the latest version of a settlement agreement, or all emails related to a particular case, Duo can find and provide links to these documents. This functionality saves time and improves search efficiency.

Duo also supports more specific searches, such as finding all motions or briefs related to a matter. Additionally, if you can’t remember the exact name of a document, Duo can list the most recent documents you accessed, making it easy to locate what you need.

Getting Caught Up on Case Details

When returning from a vacation or an extended absence, Clio Duo helps you get caught up on case details quickly. By asking Duo to provide an overview of a matter, you receive comprehensive information, including practice area, work in progress, outstanding bills, and recent documents uploaded.

Duo can provide additional details, such as the status of the case and any outstanding balances. You could also ask Duo to summarize specific documents, like injury reports or depositions, ensuring you have a clear understanding of the case’s progress.

Furthermore, Duo can inform you about upcoming court appearances and client meetings, helping you manage your schedule effectively. This feature helps you be aware of and prepared for your commitments.

Conclusion

Are you curious about learning more about legal tech? Check out the Field Guide for Buying Products and Service, or pop into our artificial intelligence portal to discover more about legal-focused AI.

Last updated February 21st, 2025





Source link

Leave a Reply

Subscribe to Our Newsletter

Get our latest articles delivered straight to your inbox. No spam, we promise.

Recent Reviews


RHOBH's Kyle Richards Accuses Garcelle of Being Different On-Camera and Being Hypocritical Amid Morgan Wade Drama as Garcelle Wonders Why Cast Has to "Pretend" Singer Doesn't Exist and Signals Double-Standards

Credit: Faye’s Vision/Cover Images, Bravo

Kyle Richards feels that Garcelle Beauvais is a different person when cameras are rolling for The Real Housewives of Beverly Hills.

As Kyle, 56, accused Garcelle, 58, of being hypocritical in her efforts to gain clarity about the nature of her relationship with Morgan Wade, 30, Garcelle expressed frustration in Kyle’s secrecy, proclaiming that she and the cast are “not dumb” as Erika Jayne, 53, and Bozoma Saint John, 48, reacted to the ongoing speculation and Sutton Stracke, 53, explained why she didn’t speak up.

“When Garcelle and I have spoken in private, she’s been totally understanding of my position that I’m in in discussing this. In front of the other ladies, though, she wants to bring it up and bring it to the table,” Kyle revealed on the March 18 episode of the RHOBH: After Show. “It just doesn’t match our private conversations.”

In addition to getting a different Garcelle on-screen, Kyle said she’s been faced with hypocrisy from her co-star.

“Before, Garcelle had said there’s certain things about Oliver she won’t talk about and things were off limits and I have total respect for that. Her son didn’t want to shoot the season or be talked about and that just was not even an option,” she noted.

Because Garcelle “understood” her stance off-camera but acted differently on-camera, Kyle lost trust.

“If I’ve shared things with Garcelle and these conversations were genuine to me and I leave these conversations feeling like, ‘This person’s my friend,’ and then all of a sudden, her actions are completely different the next time I see her, of course, I’m going to question the validity of her words,” she shared.

Kyle went on to state that it was different arguing with Garcelle than Erika or even Dorit Kemsley, 48, since she never felt that she had to have her guard up with the two of them, even in tense times.

“In this moment, I’m like, ‘Wow, do I need to have my guard up with Garcelle?’” Kyle recalled. “And Sutton too at times.”

As for Garcelle, she’d grown tired of Kyle and Morgan’s relationship being in the press, and the cast having to act as if it wasn’t happening.

“We all see it, it’s everywhere, it’s on the blogs, it’s everywhere, but yet we’re not allowed to bring it up … How can we get deeper in our relationship if we can’t talk about things?” she asked. “The narrative of is she, is she not, and she doesn’t have to tell me if she is or she’s not, but can we talk about it? We’re supposed to act like we don’t see it … to pretend that it’s not happening.”

“We’re not dumb. The people out there are not dumb. We see it,” she continued, signaling double standards. “[And] if the tables were turned and it was us, this group would not let it fly … We would get crucified for doing that.”

According to Garcelle, she would’ve understood not talking about Morgan if Kyle had pulled her aside and explained why she didn’t want to discuss the matter in the group. 

Meanwhile, Erika wasn’t nearly as curious.

“However Kyle lives her life is really none of my f*cking business. I’m Kyle’s friend. I’m kind of on a need-to-know basis and I don’t really need to know,” she declared, admitting that Kyle asked her “not to say Morgan’s name.”

“And I said, ‘Okay, fine. No problem,’” she revealed.

Then, after Boz said that Kyle was “not being honest about everything that [was] going on in her relationship, with Mau or anything else,” she wondered how the cast could grow close to her.

“I don’t know how they’re gonna be good friends to her if they can’t speak about the things going on in her life,” she shared.

As for Sutton’s silence amid the discussion about Kyle and Morgan, Boz added that Sutton made Garcelle look “crazy.”

“It would be different if Garcelle said something and then Kyle was like, ‘You’re right,’ and then had gotten into the conversation, and then Sutton would’ve also then jumped in. That’s different,” she noted. “But if Garcelle is challenging and Kyle is just, ‘I’m not giving you anything,’ and then Sutton doesn’t even add on to it, then Garcelle looks crazy … I can understand why Garcelle would be frustrated.”

But after suggesting that Kyle had compartmentalized her relationship with Morgan outside the group, Sutton defended her lack of input, saying she was trying to be respectful of what was going on in Kyle’s life as Garcelle clapped back.

“I just think it’s bullsh*t, honestly, because I think we’ve talked about that … and then here we are at this table and you’re not backing me up,” she told Sutton. “I wish you would’ve said something so that I’m not the only one asking questions.”

Still, Sutton continued to defend herself.

“It’d been a very long day. I had just dealt with that person, tired, I may have zoned out,” she explained. “[But] I’m sorry that you feel that way. I really am. I wasn’t understanding. I’m dealing with Dorit, which is a lot, and I’m like, ‘Just leave Kyle alone.’”

The Real Housewives of Beverly Hills season 14 airs Tuesdays at 8/7c on Bravo.



Source link