Manage AI (formerly Clio Duo)
AI assistance embedded in Clio Manage for matter summaries and daily work.
TASK HUB
Practice management AI
AI embedded in the firm's system of record.
Compare the assessments
The editorial desk’s own reading of each vendor’s published wording, what adopting the product costs, and the nearest alternative in the catalog. Not a rating and not a recommendation.
| Tool | Reading the vendor’s wording | What adopting it costs | Closest alternative |
|---|---|---|---|
| Manage AI (formerly Clio Duo)Clio | The vendor says the assistant follows the firm's existing Clio Manage permissions and will not surface data from files or matters a user is not authorised to access. It also states that customer data is never used to train external AI models. | The assistant only exists inside Clio Manage, so there is nothing to migrate on its own. Adopting it means adopting Clio; leaving means leaving Clio. | 8am IQ for MyCaseThe MyCase-native equivalent. The two are features of competing platforms, so the platform decision comes first. |
| 8am IQ for MyCase8am MyCase | The vendor says client data is not exposed to another MyCase customer, and that its AI does not train third-party models. The second half of the training statement is the part to read: the vendor reserves the right to use inputs and outputs to improve its own products. | Because the assistant lives inside MyCase, adopting it means adopting MyCase. Leaving means leaving the platform, so the migration question is the same as the platform question. | Manage AI (formerly Clio Duo)The Clio-native equivalent. The two are not competing products; the choice follows which practice-management platform you already run. |
| Smokeball Archie AISmokeball | The vendor says its AI capabilities limit access to authorised users, authorised matters, and authorised firm environments, and that it does not provide customer data to third parties for AI model training. | The assistant is embedded in Smokeball, so adopting it means adopting Smokeball. Because the vendor publishes a data-location statement, the export and hosting questions are easier to answer up front than for its two peers. | Manage AI (formerly Clio Duo)The Clio-native equivalent. This one publishes a firm-size scope and a data-location statement; the other two embedded assistants do not. |
| PracticePantherPracticePanther | The vendor states that data is transmitted using an encrypted connection with 256-bit encryption, that the product is compliant with HIPAA standards, and that it is powered by Box.com with Microsoft Azure geo-redundant backups. It does not publish a training statement in the checked source. | It is a small-firm system of record, so adopting it means replacing your current system. The vendor names Box.com and Azure, which makes the hosting and export questions easier to settle before signing. | Rocket MatterThe closest small-firm peer. Both serve the same buyer; the difference is usually billing depth and the published compliance statement. |
| Rocket MatterRocket Matter | The vendor states that its security covers five areas to meet SOC 2 Type 2 guidelines, including bank-level encryption and multifactor authentication, and that confidentiality controls protect client information. It does not publish a data-location statement in the checked source. | It is a small-firm system of record, so adopting it means replacing your current system. The checked source does not name a hosting region, so that question should be settled before signing. | PracticePantherThe closest small-firm peer. Both serve the same buyer; the difference is usually billing depth and hosting disclosure. |
| ActionstepActionstep | The vendor announces a completed SOC 2 Type 2 examination and describes managing trust and client finances, compliance, and security in one place. It does not publish a data-location statement or a training statement in the checked source. | It is a firm-wide system of record with trust accounting, so adopting it means replacing your current platform and migrating financial records. That is a heavier migration than a point tool. | CenterbaseThe closest mid-sized-firm peer. Both serve firms that have outgrown a solo-focused system; the difference is usually accounting depth. |
| LEAPLEAP Legal Software | The vendor states that client data is not used to train AI, that data is encrypted in transit, at rest, and in use, and that it holds SOC 2 Type II and SOC 3 certification. It also discloses that some AI features may transfer limited client data to the US for processing. | It is a practice-management system, so adopting it means replacing your current system of record. The regional hosting detail makes the residency question easier to settle than with most peers. | ActionstepThe closest peer for growing firms. This one publishes regional hosting detail; Actionstep emphasises trust accounting. |
| EveEve | The vendor states that its information security program follows the SOC 2 framework, that databases are encrypted at rest, that applications encrypt in transit with TLS/SSL, and that staff sign confidentiality agreements. It does not publish a data-location statement in the checked source. | It is a case-evaluation tool rather than a system of record, so adopting it does not replace matter management. That keeps the switching cost low and the lock-in correspondingly low. | PracticePantherThe general practice-management alternative. This one is a case-evaluation specialist; that one is a system of record. |
| Clio ManageClio | The vendor states that it completes annual SOC 2 Type II and SOC 1 Type II examinations and that the reports are available through a trust portal. That is a strong, verifiable process commitment. The checked pages do not state where data is hosted or how it is used for model training, so those questions remain open. | The switching cost is high, because the platform is the firm's system of record. Matters, documents, billing, and client data all live inside it, and a migration has to move each while keeping financial records auditable. | MyCaseThe closest alternative. Both are small-firm practice-management platforms; Clio publishes annual SOC 1 and SOC 2 examinations while MyCase does not. |
| MyCaseMyCase | The checked pages describe the platform and its place in the 8am group but do not publish a confidentiality, training, or data-location statement. A firm that needs a written commitment should read the group's terms and ask directly. | The switching cost is high, because the platform holds matters, communication, and billing. A migration has to move each and keep the financial record auditable. | Clio ManageThe closest alternative. Both are small-firm platforms; Clio publishes annual SOC examinations that MyCase does not. |
| SmokeballSmokeball | The vendor publishes more than most peers: ISO 27001 certification, AWS hosting, AES-256 encryption at rest, TLS 1.2 or higher in transit, multi-factor authentication, role-based access controls, and continuous monitoring. It also states that the AI limits access by firm, matter, and user permissions and that customer data is not provided to third parties for AI model training. | The switching cost is high, because the platform holds matters, documents, billing, and trust records. A migration has to move each and keep the trust records reconcilable through the change. | Clio ManageThe closest alternative. Both are small-firm platforms with published security positions; Smokeball publishes ISO 27001 and encryption detail while Clio publishes SOC examinations. |
| CasePeerCasePeer | The checked pages describe the personal injury case-management features but do not publish a confidentiality, training, or data-location statement. Because the platform holds medical treatment records, a firm should ask those questions directly. | The switching cost is the case history and treatment records held in the platform. A firm leaving should confirm it can export case data and medical records in a usable format. | FilevineThe closest alternative. Both handle litigation case management; Filevine publishes a security and compliance section that CasePeer does not. |
Embedded AI assistants
3 tools
8am IQ for MyCase
The current name for MyCase IQ, an AI layer for matter work and client communications.
Smokeball Archie AI
AI assistant connected to Smokeball matter data for drafting, review, and questions.
Full practice platforms
7 tools
PracticePanther
Practice management for small firms with billing, documents, and payments.
MyCase
Practice management for small firms, covering matters and client communication.
Practice-specific platforms
2 tools
CasePeer
Personal injury case management covering treatment, documents, and timelines.