Clio Duo is designed to support routine legal tasks, such as finding information and providing document summaries. This article explains how you can use Clio Duo to ask about documents and notes, and generate summaries. Clio Duo works within the Global Search bar to help you locate relevant documents connected to your matters and contacts.
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: For an idea of how to phrase commands and questions, download our list of Clio Duo example queries here.
Ask about documents and notes
In Clio Manage, you can use Clio Duo to find documents or notes from your matters quickly.
- In Clio Manage, click the Clio Duo Badge to launch the chat panel, or select Ask Duo from the Global Search Bar.
- Select Ask a question and select an option from the dropdown menu, or enter your own. Such as:
- Show me the documents for this matter.
- What documents for [Contact name] have been updated this week?
- Optional: Click the three dots at the end of the response to copy or provide feedback.
Summarize documents
With Clio Duo in Clio Manage, you can quickly generate a summary of any document stored in your account, adjust the summary length, copy the text, and provide feedback on the quality. Once generated, you can save or export the summary and link it to the original document for future reference.
Tip: You can also summarize documents in the Clio mobile app.
- Go to the main Documents tab or the Documents subtab of a contact or matter.
- Click the arrow next to View and select Summarize document.
- Optional: To adjust the summary's length, use the Desired length scroll bar at the bottom of the window.
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Optional: To save the document summary, from the right-side panel, select the summary and click the copy button to copy it to your clipboard.
- Paste the summary into a document, text field, or any other required location.