Manage AI (formerly Clio Duo)
AI assistance embedded in Clio Manage for matter summaries and daily work.
FOR SOLO & SMALL-FIRM ATTORNEYS · ISSUE 01
Find AI tools for your law firm — and check what each vendor says about client data.
CounselAtlas records published capability, price paths, and confidentiality, with dated links so you can check our work.
- 1
Filter by your work, practice area, and firm size.
- 2
Read dated product evidence, not ratings.
- 3
Open the vendor’s own source to verify.
LEAD STORY · DRAFTING & REVIEW
Harvey: a security statement you can quote
We don’t use inputs, outputs, or uploaded documents to train underlying models.
Confidentiality source ↗“Harvey contractually prohibits model providers from training on customer data and only uses your data for processing your requests, not for model improvement.”Harvey, observed September 15, 2026 · Training source ↗
Start with the work, not the vendor.
HOW TO USE THIS ISSUE
How a three-person immigration firm would use this issue.
- Filter. Open the directory, set Task to Immigration-specific, Practice area to Immigration, and Firm size to 2-5.
- Shortlist. Compare the surviving records on price path, named connections, and firm-size scope.
- Read the evidence. Open a tool page and read the confidentiality panel, including any vendor caution.
- Compare statements. Use the confidentiality table to read the vendor’s own wording side by side.
- Verify at the source. Follow the source link, then confirm your obligations with your state bar association and professional liability insurer.
Twenty records, one evidence standard.
Checked = vendor page live, pricing path confirmed, and a confidentiality statement quoted. It is not a certification.
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