Clio Duo’s smart matter and activity recommendations help you stay on top of your workload with insight into calendar events, tasks, and recent account activity. These recommendations appear as cards on your personal dashboard and are designed to help prioritize the matters that need your attention and track your billable activity.
Note: You can also enter an inquiry, request, or command in the Clio Duo chat modal. A list of example queries can be downloaded here.
View matter recommendations
Clio Duo suggests actions based on open matters, identifying important matters needing attention or those with billable activity exceeding thresholds (e.g., $1,500).
Important: Matter recommendations are updated nightly. Changes made to your matters will not appear in the recommendations until the next day.
- From the navigation bar in Clio Manage, go to Dashboard and select Personal Dashboard.
- Optional: Click the first matter card to get a summary of events and due dates for the week.
- Click on a matter card to navigate directly to the matter to take action.
View activity recommendations
Clio Duo offers activity recommendations based on billable actions from the past 24 hours. You can access activity recommendations for a single matter from the matter dashboard, which suggests time entries for logged communications, notes, or completed tasks.
Note: Clio Duo can display 11 recommendations at a time, including document summaries and bill recommendations.
- Go to Matters.
- Find your matter and click the matter’s name.
- Review the recommendation and take action as necessary.