Clio Duo / Manage AI alternatives

SMB law firms. AI embedded in practice management; pulls full matter overviews — WIP, billing, documents, communications — as context. Memory is the PMS data; no separately persisted cross-matter layer. Renamed Manage AI at ClioCon 2025. Full Clio Duo / Manage AI record →

1. 1 Filevine LOIS Vertical / domain-specific AI memory

   also in Vertical / domain-specific AI memory · same storage (vector, relational) · same retrieval (similarity, injection) · same conflict handling (document-version) · same memory unit (document) · also offered managed

   OSS ? Self-host — Managed ✓ MCP ? Compare with Clio Duo / Manage AI →

2. 2 Luminance Institutional Memory Vertical / domain-specific AI memory

   also in Vertical / domain-specific AI memory · same storage (vector, relational) · same retrieval (similarity, injection) · same memory unit (document, fact) · also offered managed

   OSS ? Self-host — Managed ✓ MCP ? Compare with Clio Duo / Manage AI →

3. 3 Spellbook Library Vertical / domain-specific AI memory

   also in Vertical / domain-specific AI memory · same storage (vector) · same retrieval (similarity) · same memory unit (document) · also offered managed

   OSS ? Self-host — Managed ✓ MCP ? Compare with Clio Duo / Manage AI →

4. 4 CoCounsel Legal (Thomson Reuters) Vertical / domain-specific AI memory

   also in Vertical / domain-specific AI memory · same storage (vector) · same retrieval (similarity) · same memory unit (document) · also offered managed

   OSS ? Self-host — Managed ✓ MCP ✓ Compare with Clio Duo / Manage AI →

5. 5 Iris.ai Vertical / domain-specific AI memory

   also in Vertical / domain-specific AI memory · same storage (vector) · same retrieval (similarity) · same memory unit (document) · also offered managed

   OSS ? Self-host — Managed ✓ MCP ? Compare with Clio Duo / Manage AI →

6. 6 OpenEvidence (DeepConsult + Visits) Vertical / domain-specific AI memory

   also in Vertical / domain-specific AI memory · same storage (vector) · same retrieval (similarity) · same memory unit (document) · also offered managed

   OSS ? Self-host — Managed ✓ MCP ? Compare with Clio Duo / Manage AI →

7. 7 Hebbia Matrix Vertical / domain-specific AI memory

   also in Vertical / domain-specific AI memory · same storage (vector) · same retrieval (similarity) · same memory unit (document)

   OSS ? Self-host ? Managed ? MCP ? Compare with Clio Duo / Manage AI →

8. 8 ChatGPT Study Mode Vertical / domain-specific AI memory

   also in Vertical / domain-specific AI memory · same storage (vector) · same retrieval (similarity) · same memory unit (fact)

   OSS ? Self-host — Managed — MCP ✓ Compare with Clio Duo / Manage AI →

Ranked by shared memory design (storage, retrieval, conflict handling, memory unit), same section and shared must-haves (open source, self-hosting, MCP), with adoption as a tie-breaker. ✓ confirmed · — no · ? not in the catalog yet. Want picks for your own requirements? Use the chooser. Checking a whole project? Check your stack.