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Clio Duo and Filevine AI: documented facts, side by side

What Clio (Themis Solutions Inc.) and Filevine publish on their own pages about pricing, training on customer data, retention, certifications, data residency, contract terms, accuracy evidence and incidents on the record, as of 2026-09-08. Every cell links to the page that states it. Where a vendor publishes nothing, the cell says so — the absence is the fact. This is a record, not a ranking, review or recommendation.

as of 2026-09-08 · records: Clio Duo · Filevine AI · tools.json (CC BY 4.0) · method: how tool records are compiled · audit rows: Clio Duo · Filevine AI

Documented factClio DuoClio (Themis Solutions Inc.) · checked 2026-09-03Filevine AIFilevine · checked 2026-09-03
Product
CategoryPractice management AI · matter assistant, document summarisation, task recommendation, draftingPractice management AI · document extraction, demand letters, immigration forms, deposition analysis, case chat, AI drafting
Built forSmall firms & solos, Mid-sized firmsSmall firms & solos, Mid-sized firms, In-house legal
Model providers disclosedOpenAI, Anthropic, GooglesourceAnthropic, OpenAI, Google, xAIsource
MarketsUS, CANADA, EU, AUSTRALIA, UKUS
Pricing
Price publishedper-seatper-seat
Seat minimumnot disclosednot disclosed
Minimum termnot disclosednot disclosed
Free trialnot discloseddocumented yes
Data
No training on customer datanot disclosedsourcedocumented yessource
Zero retention with model providersnot disclosedsourcenot disclosedsource
Data residency optionsUS, CA, EU, AUsourceUSsource
Private deploymentdocumented nosourcedocumented nosource
Encryption at restdocumented yessourcedocumented yessource
Certifications
SOC 2documented yessourcedocumented yessource
ISO 27001not disclosedsourcenot disclosedsource
ISO 42001not disclosedsourcenot disclosedsource
HIPAAdocumented yessourcedocumented yessource
Contract
DPA offereddocumented yessourcedocumented yessource
Sub-processor list publisheddocumented yessourcedocumented yessource
SSO / SAMLnot disclosedsourcedocumented yessource
Breach notification windownot disclosednot disclosed
Terms last updatednot disclosed2026-08-12source
Privacy policy last updatednot disclosed2026-08-12source
Record
Accuracy evidence published0 third-party · 1 vendor-runsourcenone published
Incidents on the recordnone recordednone recorded
Documentation last audited2026-09-062026-09-06

documented yes documented no not disclosed on the pages we read

Cite this comparison

SafeLegalAI Legal Tech Tools, "Clio Duo and Filevine AI: documented facts", safelegalai.com/tools/compare/clio-duo-vs-filevine-ai (accessed 2026-09-08). Data: CC BY 4.0. Facts are recorded from the vendors' published pages on the dates shown; vendors may correct a record via /report.

SafeLegalAI is a research publication by Cognesio LLP, not a law firm. Nothing here is legal advice, and no lawyer–client relationship arises from reading it. Rules change; always check the official document linked on each record and take advice on your own situation. Researched and drafted with AI assistance; verified against primary sources and edited by Cognesio LLP. The linked official documents are the record — our summaries are not the law and are not legal advice. SafeLegalAI is published by Cognesio LLP, which also builds LegalAI Space (an Omnizio LP product); LegalAI Space is listed in the directory with a permanent ownership label and is never compared, scored or counted here. Ownership policy.

Vendor, product, court and regulator names and logos are the property of their respective owners and are used solely to identify the product, body or document referred to; SafeLegalAI claims no rights in them. SafeLegalAI is not affiliated with, endorsed by, sponsored by or approved by any listed vendor, except where a record is labelled an affiliated product. Facts are recorded from vendors' published pages on the date shown; "not disclosed" means not found on the pages read, not that the vendor lacks it. No ranking, rating, review, recommendation or warranty is implied. Mark owners who prefer a text-only reference, and vendors seeking a correction, may write to the report page. Trade mark and quotation policy.