Clio's continued commitment to your security and firm privacy means that you can feel confident that:
- Your data is protected: Clio applies the same robust security, privacy, and compliance standards across all its products and features, including AI features.
- Your information stays private: AI features in Clio adhere to your existing Clio Manage permissions and will not surface data or matter details from files or matters you are not authorized to access. Your data is never used to train external AI models. Refer to Clio’s Terms of Service and Privacy Policy for more information.
- Your data stays in your region: Depending on where your firm is located, AI features in Clio may process your queries on servers located outside your home jurisdiction. After your request is processed, any resulting data remains securely stored within your region, in line with Clio's standard data handling practices
You are responsible for your firm's compliance. Laws and regulations about AI and data handling vary from region to region, and you are responsible for ensuring your firm's use of AI features aligns with your local regulatory and compliance requirements. Consult with your internal compliance team or legal counsel before using AI features, especially if your firm has specific data residency or HIPAA obligations.
Note: Firms sometimes opt out of AI features for client confidentiality or regulatory reasons. That choice also narrows document search to file names and metadata, so a matter review or discovery search returns fewer keyword matches.
View AI events in the Audit Log
When Clio's AI performs and action on your behalf, Clio logs this event in the firm's Audit Log, helping your firm meet compliance standards. The log shows a record of the last 90 days with information like the type of event, where the action was taken in the web app, the date and time, user details, IP address information, and more.
Opt out of AI features
Important: This article describes unified Clio. Unified Clio is available to firms in stages, so your account may still use the old experience. To switch to the old experience, open the user menu. Then select Switch to the old experience. Your data and settings are the same in both experiences.
Administrators can turn off AI access for the entire firm with the Firm-level AI access setting. One setting covers both Clio Manage and Clio Grow. Turning it off removes AI features for every user immediately, and content already created with AI stays unchanged. Turning it back on restores AI features for every user with no additional setup. Only administrators can access this setting.
- Click the user menu (top right) > Manage settings > Security & Compliance > AI features.
- Click Open AI settings. The AI access settings open in a new browser tab.
- Toggle Firm-level AI access off.
- Click the user menu (top right) > Manage settings > Admin Console > Settings > AI Access.
- Toggle Firm-level AI access off.
Up next
- AI Features in Clio Manage: See what you can ask for, and where you can ask for it.
- Audit Log: Review the actions taken in your firm, including actions taken by Clio's AI.
- Search and Download Documents in Clio Manage: See how opting out of AI features affects document search.