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Clio Duo

Medium Risk

Legal

AI assistant integrated into Clio practice management for legal workflow automation.

5
Risk Score
(1-10 scale)

Data Handling

Storage Location

US and Canada servers

Retention Policy

Account lifetime

Training on User Data

No

Risk Factors

  • Access to full practice management data
  • AI queries across client matters
  • Billing data exposure

Security Recommendations

  • Restrict AI access to specific matters
  • Review AI-generated billing entries
  • Enable matter-level permissions

Compliance

SOC 2
GDPR
HIPAA

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