Clio Duo, a complicated AI-powered instrument constructed into Clio’s regulation observe administration software program, affords options designed to streamline your workflow and improve productiveness. Let’s discover 4 function classes: accessing matter particulars, retrieving shopper data, discovering paperwork inside a matter, and getting caught up on case particulars.
Accessing Matter Particulars
Clio Duo makes it extremely straightforward to entry matter particulars. Upon opening Clio, you’re greeted with a private dashboard. Open Duo by clicking the blue “D” to the best of the search field. Duo’s interface works like a “conventional” AI chatbot. You possibly can ask Duo to catch you up on a particular matter. Duo will search and return related data, together with each open and closed issues. By clicking on a matter, Duo takes you on to the small print you want.
For extra complicated queries, similar to itemizing all open issues the place you’re the accountable legal professional, Duo supplies a complete listing. This function is especially helpful for making certain you keep present with shopper billing. Moreover, Duo can establish the matter with the very best unbilled quantity, serving to you prioritize your duties successfully.
Retrieving Consumer Data
Clio Duo additionally excels at retrieving data, making it easy to search for particulars about your shoppers and their issues. As an illustration, you may ask Duo if there are any open issues with a particular contact. Duo will present an inventory of open issues, together with particulars about current communications and call data. This lets you shortly observe up with shoppers and keep knowledgeable about their instances.
Furthermore, Duo can summarize current emails and supply telephone numbers, enabling you to make calls instantly from the platform. This function helps when catching up on instances, making certain you’ve gotten the required details at your fingertips.
Discovering Paperwork Inside a Matter
Finding particular paperwork inside a matter is a breeze with Clio Duo. Whether or not you want the most recent model of a settlement settlement, or all emails associated to a selected case, Duo can discover and supply hyperlinks to those paperwork. This performance saves time and improves search effectivity.
Duo additionally helps extra particular searches, similar to discovering all motions or briefs associated to a matter. Moreover, if you happen to can’t bear in mind the precise identify of a doc, Duo can listing the newest paperwork you accessed, making it straightforward to find what you want.
Getting Caught Up on Case Particulars
When getting back from a trip or an prolonged absence, Clio Duo helps you get caught up on case particulars shortly. By asking Duo to offer an summary of a matter, you obtain complete data, together with observe space, work in progress, excellent payments, and up to date paperwork uploaded.
Duo can present extra particulars, such because the standing of the case and any excellent balances. You possibly can additionally ask Duo to summarize particular paperwork, like damage reviews or depositions, making certain you’ve gotten a transparent understanding of the case’s progress.
Moreover, Duo can inform you about upcoming court docket appearances and shopper conferences, serving to you handle your schedule successfully. This function helps you pay attention to and ready to your commitments.
Conclusion
Are you interested in studying extra about authorized tech? Take a look at the Field Guide for Buying Products and Service, or pop into our artificial intelligence portal to find extra about legal-focused AI.
Final up to date February twenty first, 2025
