Clio Duo Brings AI to Lawyers Doorstep

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.

The post Clio Duo Brings AI to Lawyers Doorstep appeared first on Lawyerist.