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.
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.
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. Matter updates do not impact 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 seven recommendations at a time, including document summaries and bill recommendations.
- Go to Matters.
- Find your matter and click the matter name.
- Review the recommendation and take action as necessary.