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Legal Tech / Practice management AI

Clio Duo

Clio (Themis Solutions Inc.) · HQ CA · founded 2008 · Last checked 2026-09-03

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Last checked = the date we last re-opened the vendor's published pages. Facts are what the vendor documents, not what it claims in marketing.

Generative-AI assistant inside Clio Manage that surfaces client and matter details, summarises documents, recommends tasks, drafts communications and logs all AI actions.

Category
Practice management AI · matter assistant, document summarisation, task recommendation, drafting
Built for
Small firms & solos, Mid-sized firms
Model providers (disclosed)
OpenAI, Anthropic, Google
Data residency options
US, CA, EU, AU
Pricing
per-seat
Markets
US, CANADA, EU, AUSTRALIA, UK
Last checked
03 Sept 2026

What the vendor documents

Recorded from the vendor's own trust, privacy and terms pages. "Not disclosed" means we found no public statement, not that the control is absent.

No training on customer data
not disclosedsource
SOC 2
documented yessource
ISO 27001
not disclosedsource
ISO 42001
not disclosedsource
Zero retention with model providers
not disclosedsource
DPA offered
documented yessource
Private deployment
documented nosource

Accuracy evidence

Related incidents

No incidents are recorded for this tool as of 2026-09-03.

Ownership · $900M Series F at $3B; $500M Series G at $5B (Nov 2025); acquired vLex for $1B (2025). Also HIPAA, TX-RAMP.

Sources

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Cite this record

SafeLegalAI Legal Tech Tools, "Clio Duo", safelegalai.com/tools/clio-duo (last checked 2026-09-03, accessed 2026-09-04). Data: CC BY 4.0.

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