In Clio Manage, you can easily use Clio Duo to create activities, events, tasks, and notes. Clio Duo assigns actions to the current firm user and the current matter or contact unless you specify otherwise.
Important: Clio Duo is not available on all subscriptions. See which plans have Clio Duo here. If you need to upgrade your firm’s plan, ask a firm administrator.
Tip: A query is the question or command entered in a Clio Duo chat. To get started, you can view or download a list of example queries here.
Create time entries and expenses
Clio Duo allows you to quickly create time and expenses, ensuring that billable Activities are captured. You can provide details such as duration, cost, and matter information for proper tracking.
- In Clio Manage, click the Clio Duo Badge to launch the chat panel. You can also click Ask Duo from the Global Search bar.
- Select Create, and select a time entry or an expense entry.
- Provide additional details such as duration, date, category, rate, and description.
- If you do not provide these details, Clio Duo will automatically assign the current date, user, and default rate.
Schedule calendar events
Clio Duo helps you organize your schedule by allowing you to create and manage calendar events. You can ask Clio Duo to set up events with specified times, dates, and participants, keeping your Clio Calendars up to date.
- In Clio Manage, click the Clio Duo Badge to reveal the chat panel. You can also click Ask Duo from the Global Search Bar.
- Select Create and an event to add an event.
- i.e., Create a 1-hour event tomorrow at 2 PM with [Client Name].
- Provide information such as the time, date, and participants.
- If no details are provided, Clio Duo will assign the current date and user.
Create tasks and notes
Use Clio Duo to create tasks and notes in one seamless step. Assign tasks to yourself or your team with due dates, descriptions, and priority levels. Record and organize important details, like meeting notes or matter information and link them directly to the relevant matter or contact for quick access.
Note: Clio Duo can also recommend time entries based on actions like completing tasks. Learn more about activity recommendations here.
- In Clio Manage, click the Clio Duo Badge to launch the chat panel. You can also click Ask Duo from the Global Search bar.
- Select Create and a task to add a new task.
- i.e., Create a high-priority task named Settlement offer draft review for [Client Name] due on October 9th.
- Specify any relevant information, such as the due date or priority level.
- If no details are provided, Clio Duo will assign the current date and user.
Tip: Learn more about managing matter notes here.
- In Clio Manage, click the Clio Duo badge to launch the chat panel. You can also click Ask Duo from the Global Search bar.
- Select Create, and click a note to create a new note.
- Ask Clio Duo to create a note.
- i.e., Create a matter note for [Matter Name], saying, “Had a conversation with the client on October 3, 2024, regarding the evidence for allegations of neglect. [Client] is gathering witness statements from neighbors and medical records to support the claim.
- Provide information such as the description, date, and firm user.
- If no details are provided, Clio Duo will assign the current date and user.