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.
Coming online in 2026. The roadmap below is committed, the writing is queued.
Related reading
- 01
AI for lawyers.
Where AI helps in a law firm and where it manufactures liability. Scope containment over smarter AI.
- 02
The immigration attorney losing clients before the call.
Miami, FL
Acknowledgment as the product. 31 percent to 58 percent conversion in 60 days, no legal info.
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AI in legal: the Mata lesson.
What every solo practitioner should require of any AI on a law firm site.