AI Playbook
Cover illustration for Clio AI integration..
AI Playbook

Clio AI integration.

Clio Duo handles a lot of platform-shaped work. The integration value is on intake qualification, document triage, and conflict scanning, all gated by scope containment.

Coming online in 2026Notes filed April 2026

Clio's native AI covers the platform-shaped work for solo and small firm practices. The integration earns its keep at the front and back of the file: intake qualification flows that triage emergency immigration cases or after-hours estate inquiries, document triage against a per-practice-area checklist, and conflict-of-interest scanning across prior matters. None of it provides legal information to consumers, because that scope is where the malpractice exposure starts. The full Clio integration guide, with the disclaimer pattern and the scope-containment language we deploy by default, ships in June 2026.

While you wait

Coming online in 2026. The roadmap below is committed, the writing is queued.

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