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.
View matter recommendations
Clio Duo recommends actions based on your open matters. The recommendations section, which you can expand or collapse, identifies important matters needing attention. For example, Clio Duo may recommend matters with billable activity exceeding predefined thresholds (e.g., $1,500), upcoming deadlines, high-priority tasks, or event descriptions containing keywords like court meetings or court appeals.
To access and interact with these recommendations:
- 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.
- Optional: To receive the most up-to-date recommendations, use the Update function within the matter recommendation section.
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.