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.
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.
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