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Clio Duo

Assistant built into Clio Manage that prioritizes tasks, drafts client updates, summarizes documents and generates bills, sold as the Manage AI add-on.

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What the AI doesClio Duo, Manage AI, scheduling automation, smart task prioritization, AI-generated client updates, automated billing, document analyser
Who it servesSolo attorneys, Small law firms
Starting priceQuote-based
Pricing modelQuote-based
Free trialYes
Best fitSolo attorney, Small firm
CategoryKnowledge Management & Firm AI Assistants
Also fitsPractice Management & Workflow with AI
Works withClio, Clio App Directory
ConfidentialityPosted on the vendor's site: client data is not used to train AI models; SOC 2 Type II; SOC 1 Type II; HIPAA named.
Checked2026-10-31, against the vendor's own page

Who it's for

Clio Duo is listed as a fit for solo attorneys and small firms, and the vendor names solo attorneys and small law firms on its own site. The job it gets hired for: putting the firm's own documents and know-how behind an assistant that drafts, summarizes and answers. It also fits the Practice Management & Workflow with AI category.

What it costs

Clio Duo is priced by quote, so the demo is where you get a number tailored to your firm. There is a free trial.

Good to know

Clio Duo works inside Clio Manage to prioritize tasks, draft client updates, summarize documents and generate bills, and Clio's security page states data is never used to train AI models. Clio plans start at $49 per user per month with a 7-day free trial; the Manage AI add-on is priced through sales.

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