Meet Clio Duo: Your Firm’s New AI-Powered Partner

What if, as an alternative of working longer hours, you could possibly enhance effectivity by eliminating time spent on administrative duties, doc opinions, shopper administration, and drafting messages? Extra effectivity means extra time for revenue-generating work. Meet Clio Duo, Clio’s cutting-edge AI answer that’s reworking the way in which legal professionals work.

Powered by generative AI expertise, Clio Duo streamlines every thing from case administration to doc opinions, serving to companies function at peak effectivity. No extra drowning in paperwork or lacking vital deadlines—this AI device for legal professionals takes care of repetitive duties, providing you with the liberty to give attention to technique, shopper relationships, and vital casework.

As your productiveness will increase with Clio Duo, so does your capability to tackle extra purchasers and, finally, enhance your agency’s backside line. This isn’t nearly working tougher—it’s about working smarter and turning into extra worthwhile.

Able to dive in? See how Clio Duo works inside Clio Handle to increase your work with out overextending you: Ebook your demo right this moment.

How does Clio Duo work?

Clio Duo is a authorized AI device powered by the newest Microsoft Azure OpenAI GPT-4 expertise that works inside Clio Handle to amplify the way in which authorized professionals work.

Clio Duo leverages your knowledge inside Clio’s case administration platform to enhance decision-making, effectivity, caseload visibility, communication, and compliance.

In contrast to open-source AI instruments like ChatGPT, Clio Duo makes use of your agency’s knowledge to amplify your productiveness from a single workspace. From mapping out your schedule to turning info into insights, Clio Duo does the heavy lifting so you may give attention to the issues that matter most.

The rise of AI within the authorized trade

The adoption of AI is simply rising–in keeping with our newest Authorized Developments Report, 79% of legislation companies at the moment are utilizing AI in some capability, and one in 4 companies (24%) have already extensively or totally built-in AI into their operations. Moreover, greater than 80% of legislation companies count on to develop their AI utilization within the subsequent 12 months.

Past operational enhancements, AI can assist improve shopper expertise by boosting effectivity throughout your agency. Agency employees can give attention to delivering a greater client-centric expertise, and develop their companies by devoting time and assets to advertising and marketing and attracting new purchasers.

In reality, purchasers are starting to favor that legislation companies use AI, with 70% of purchasers being both impartial or preferring that legislation companies use AI, with robust openness throughout generations: 81% of Gen Z, 75% of Millennials, 68% of Gen X, and 59% of Boomers are receptive to AI in authorized companies.

For legal professionals, time is cash, and with AI instruments like Clio Duo, they’re reclaiming helpful hours and elevating the bar for effectivity each inside their companies and throughout the authorized trade.

Prime advantages of utilizing Clio Duo

Curious how precisely Clio Duo can amplify every thing you do? This cutting-edge, AI-powered characteristic is full of advantages. Listed below are 5 standout benefits:

Automate the on a regular basis with ease

Your experience ought to drive your day, not routine duties. Clio Duo lightens your workload by automating time-consuming duties, from retrieving case or shopper info and producing matter summaries to creating duties, scheduling calendar occasions, including time entries, and drafting responses—all immediately inside the Duo chat panel.

Simply ask Clio Duo, and it’s performed. By dealing with these necessities seamlessly, Clio Duo empowers you to give attention to the authorized work that really calls for your consideration.

Get immediate insights out of your paperwork

Clio Duo can assist you ditch the time-consuming headache of digging by way of PDF information and Phrase docs by reviewing a number of paperwork to search out what you want. Whether or not it’s pulling related key particulars and dates out of your courtroom paperwork and filings or summarizing complicated paperwork, it transforms info into actionable insights you may depend on.

This implies much less time digging by way of paperwork and extra time driving case technique and decision-making, enabling you to shut circumstances sooner.

At all times know precisely what to prioritize

Swamped with work and uncertain the place to start out? Clio Duo is your ally, providing sensible, actionable insights that reduce by way of the chaos. From pressing circumstances to pending deadlines and upcoming conferences, it identifies your high priorities and ensures you by no means miss a beat.

With Clio Duo’s sensible suggestions, you’re all the time a step forward. Duo can be capable of proactively counsel time entries by scanning your notes, logs, and duties that don’t have instances related to them—plus, you may customise reminders to make sure each exercise is billed precisely.

Clio Duo works to strategically handle your time, prioritize high-impact duties, and keep away from pricey oversights.

Work from anyplace in Clio Handle

No want to leap between tabs or open a brand new window to entry Clio Duo. Constructed proper into Clio Handle, you may pull up important case particulars and delegate the creation of duties, time entries, and calendar occasions as you’re employed. Clio Duo handles it with only a request, conserving you targeted in your authorized work. Let Clio Duo maintain the little issues so you may keep targeted on the job at hand.

Craft shopper responses in seconds

Say goodbye to author’s block by utilizing Clio Duo to generate tailor-made textual content and e mail messages, making certain you reply to purchasers promptly with a professionally crafted message. By automating your replies and eliminating handbook writing time, you’ll not solely enhance shopper satisfaction however improve your each day effectivity!

What units Clio Duo aside from the remainder

Whereas many AI options can be found, a couple of key components set Clio Duo aside, making it the main selection for legal professionals and authorized professionals.

Permits for safe AI adoption

When utilizing open-source AI instruments and chatbots, like ChatGPT, you may simply enter an excessive amount of info or embody delicate info when trying to summarize or discover info inside a doc.

With Clio Duo, you may harness the ability of AI with out considerations about compromising your purchasers’ knowledge. Clio Duo operates securely with Clio Handle, our case administration platform utilizing solely its knowledge. No knowledge is used to coach massive language fashions (LLMs)—making certain full knowledge security and privateness. It respects consumer permissions, making certain customers can solely entry what they’re licensed to see, management knowledge entry, preserve safety, and reduce unauthorized entry throughout your agency.

Study extra about Clio’s trade main safety.

Made for authorized professionals

Clio Duo harnesses your agency’s knowledge to ship tailor-made authorized insights that generic AI instruments can’t present. It securely makes use of particulars you enter into Clio Handle to immediately supply sensible suggestions, generate matter summaries, and supply related particulars out of your paperwork and case information that open-source AI merely can’t deal with as successfully.

Clio Duo is designed with authorized professionals in thoughts and is constructed particularly to remodel the way in which authorized work will get performed inside their case administration software program. As Clio Duo evolves, it should proceed to develop, providing much more automation options, all pushed by Clio’s dedication to delivering top-tier software program that allows legal professionals to give attention to the work solely they will do.

AI ethics and Clio Duo

AI is your companion, nevertheless it received’t change you. Whereas Clio Duo automates many duties, your authorized experience stays essential for making certain precision. Test for accuracy, examine your bias, and use your skilled judgment in reviewing AI outputs.

In the end, Clio Duo is a device to reinforce, not substitute, making certain that human perception and expertise stay central to your apply. Clio is dedicated to doing AI the suitable means, equipping authorized professionals with the instruments they should serve their purchasers higher and run their practices extra effectively.

Adhering to ethics guidelines whereas leveraging the ability of AI isn’t nearly compliance—it’s a major benefit. With Clio Duo, you’re not solely maintaining with change but additionally setting a brand new customary for authorized innovation and AI ethics within the authorized house.

Amplify your impression with Clio Duo

Adopting Clio Duo into your apply isn’t only a smart move—it’s a strategic leap towards harnessing cutting-edge expertise to raised serve your purchasers. Clio Duo locations you on the forefront of authorized innovation, empowering you to satisfy shopper wants with better effectivity and confidence.

Able to get began with Clio Duo? Ebook your demo right this moment to see it in motion to your agency!

We printed this weblog publish in December 2024. Final up to date: December 9, 2024.

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Clio, Know-how