Clio Duo / Manage AI
https://www.clio.com/features/legal-ai-software/
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.
Active · Verified 2026-10-22 · fresh as of 2026-10-22 · 29 cited facts, 4 with a third-party source · 1 recorded change · Suggest a correction
At a glance
- Type
- Matter-scoped PMS-native context retrieval vendor fix
- Tier
- T2
- Created
- 2007 (Clio founded 2007 by Jack Newton and Rian Gauvreau; Burnaby BC Canada) third-party fix
- Latest release
- not applicable — not OSS fix
- License
- not applicable — not OSS fix
- GitHub
- not applicable — no GitHub repo fix
- Pricing
- from $49/user/mo (third-party listing; AI add-on pricing not public) third-party fix
- Funding
- total ~$1.7B equity (Series G $500M led by NEA at $5B post-money, 2025-11; plus $350M debt facility) third-party fix
- Freshness
- 2026-10-22 fix
- Layer
- agent-infra repo fix
- Licensing
- commercial third-party fix
Memory taxonomy
- storage
- vector
- retrieval
- similarity
- persistence
- cross-session
- update
- extraction
- unit
- document
- governance
- auditable
- conflict
- document-version
When to use
Optimised for: matter-scoped privilege + audit + firm-precedent memory
Anti-fit: not for non-legal verticals; not for self-represented litigants
Pros & cons
Pros
Embedded in Clio practice management — memory is grounded in case management workflow, not separate.
Cons
Tied to Clio platform; not a standalone memory product.
Claims & capabilities
Dominant SMB market position.
Technical surface
- API surface
- searched not found
- Backend storage
- searched not found
- Deployment
- Cloud SaaS only (runs entirely in Clio's cloud infrastructure)
- Embedding model
- searched not found
- Multi-tenancy
- Clio Operate: dedicated customer-specific database instance per customer (full data isolation); explicit security-barrier creation for case-level access policy
- MCP
- no MCP support advertised — vertical product, no MCP server / client integration documented
- A2A
- no A2A protocol support advertised — vertical product, no A2A integration documented
- OpenTelemetry
- no OpenTelemetry integration advertised — vendor logs/observability not publicly documented
Alternatives to Clio Duo / Manage AI → live options ranked by shared design, licence, hosting and MCP support
Similar systems
Other vertical / domain-specific ai memory in the catalog, ranked by inbound references.
- Inworld AI T1
Formerly an NPC character engine with named Long-Term Memory; now sells realtime voice models (TTS-2, STT-1, speech-to-speech) and OpenAI-compatible open-model inference. Character/NPC memory is no longer the headline product.
- NVIDIA ReMEmbR T3
Builds long-horizon memory by captioning video segments with VILA, storing captions with timestamps + 3D position coordinates in MilvusDB. At query time, LLM iterates retrieval across text, time, and position modalities. Deployed on Nova Carter robot (Jetson Orin).
- Abridge T1
Clinician-assist ambient documentation. Source mapping: every AI-generated summary element traced back to the source utterance. Audit-and-trust layer over episodic memory. Built on proprietary 1.5M+ medical-encounter dataset.
- ASAPP GenerativeAgent T1
Treats memory as first-class architecture. Captures the digital footprint of every interaction; retrieves preference and history at engagement time. Public example: airline knowing a frequent flyer wants aisle seats with her son — preference-aware, not just history-lookup.
- BenevolentAI T1
Taken private: merged into Osaka Holdings (renamed BenevolentAI S.A.) and delisted from Euronext Amsterdam 2025-03-13. Target identification / drug repurposing / mechanism tracing. 85+ data sources, petabyte-scale, rebuilt every few weeks. Wet-lab results re-enter the graph and shift downstream predictions — institutional experimental memory closing a feedback loop. As of Oct 2026 benevolent.com leads with Qor, powered by BenevolentAI, a life-science intelligence service for biopharma decision makers and consultancies. Qor (qor.one) is a continuously updated decision-intelligence service built on BenevolentAI's knowledge graph and reasoning methods: it tracks evidence on an asset or indication (competitive position, rival readouts, comparable deals), source-verifies each claim and flags when an earlier conclusion stops holding. It targets biotech teams and life-science consultancies.
- Causaly T1
Agentic AI platform for life sciences: orchestrated scientific agents over a curated biomedical knowledge graph (plus Bio Graph and Pipeline Graph), an evidence-retrieval system and an enterprise data fabric over literature, trials and patents.
Sources (28 cited facts, 4 third-party)
Each fact links to the page it came from; the badge says who published it (how to read sources).
- What it is Matter-scoped PMS-native context retrieval vendor
- What it does & what's distinct SMB law firms. AI embedded in practice management; pulls full matter overviews — WIP, bi… vendor
- Claims / benefits Dominant SMB market position. vendor
- Modalities text vendor
- Created 2007 (Clio founded 2007 by Jack Newton and Rian Gauvreau; Burnaby BC Canada) third-party
- Funding total ~$1.7B equity (Series G $500M led by NEA at $5B post-money, 2025-11; plus $350M de… third-party
- Pricing from $49/user/mo (third-party listing; AI add-on pricing not public) third-party
- Deployment Cloud SaaS only (runs entirely in Clio's cloud infrastructure) vendor
- Memory volume / scale internal — undisclosed (dominant SMB market) vendor
- Multi-tenancy Clio Operate: dedicated customer-specific database instance per customer (full data isol… vendor
- Encryption AES-256 at rest, HTTPS/TLS 1.2+ in transit; SOC 2 Type II 2025 (June 2024 - May 2025) vendor
- Consistency strong consistency (legal accuracy requirement) vendor
- Versioning matter-versioned (per-matter document history) vendor
- Tombstoning matter-closure soft delete + privilege-log retention vendor
- Schema evolution schema with migration vendor
- Namespace primitives matter-per-tenant + firm-tenant (ethical-wall isolation) vendor
- Contradiction handling lawyer-in-the-loop reconciliation; auditor flags vendor
- Forgetting policy matter-retention policy (firm-defined; commonly 7-10 years post-matter-close per state b… vendor
- Validated verticals legal (BigLaw, plaintiff litigation, in-house, transactional, contracts) vendor
- Time to running <1week to weeks-to-months (firm procurement + matter integration) vendor
- Anti-fit not for non-legal verticals; not for self-represented litigants vendor
- Optimised for matter-scoped privilege + audit + firm-precedent memory vendor
- Adjacent infrastructure requires DMS / case-management integration + identity provider vendor
- Pros Embedded in Clio practice management — memory is grounded in case management workflow, n… vendor
- Cons Tied to Clio platform; not a standalone memory product. vendor
- Project & sources clio.com vendor
- licensing-bucket commercial third-party
- taxonomy-three-layer-rollup agent-infra repo
What changed
Changes to this record's lifecycle, licence, release, pricing and hosting facts, from the catalog's git history. Subscribe (Atom)
- 2026-10-22
- Pricing first recorded as “from $49/user/mo (third-party listing; AI add-on pricing not public)” source
- Funding / ownership first recorded as “total ~$1.7B equity (Series G $500M led by NEA at $5B post-money, 2025-11; plus $350M debt facility)” source
- Deployment first recorded as “Cloud SaaS only (runs entirely in Clio's cloud infrastructure)” source