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\t\t\t\t\t\t\t\tHow do matter permissions work in Clio Work?<\/p>\n
\t\t\t\t\t\t\t Clio Work follows the matter permissions already maintained in Clio Manage. A user can work only with matters they are authorized to access, and the same access boundaries apply to the information available within Clio Work.<\/span><\/p>\n<\/p><\/div>\n<\/article>\n \t\t\t\t\t\t\t\tDo firms need to create separate AI permissions for Clio Work?<\/p>\n \t\t\t\t\t\t\t No. Firms manage access through the matter permissions they already use in Clio Manage. When access to a matter changes, the firm does not need to recreate that change in a separate AI permissions system.<\/span><\/p>\n<\/p><\/div>\n<\/article>\n \t\t\t\t\t\t\t\tCan Clio Work access every matter in a firm\u2019s account?<\/p>\n \t\t\t\t\t\t\t No. Clio Work can work only with matters the individual user is permitted to access. Matter context remains tied to the requesting user\u2019s existing permissions.<\/span><\/p>\n<\/p><\/div>\n<\/article>\n \t\t\t\t\t\t\t\tWhat information does Clio Work send to AI providers?<\/p>\n \t\t\t\t\t\t\t When a user submits a request, Clio sends only the information needed to complete that task. The firm\u2019s data of record remains in Clio, and the provider processes the task-specific information temporarily before returning the result.<\/span><\/p>\n<\/p><\/div>\n<\/article>\n \t\t\t\t\t\t\t\tIs customer data used to train third-party AI models?<\/p>\n \t\t\t\t\t\t\t No. Under Clio\u2019s enterprise terms, AI providers do not use customer data to train their models. The information is also processed under zero-data-retention commitments.<\/span><\/p>\n<\/p><\/div>\n<\/article>\n \t\t\t\t\t\t\t\tIs information generated in Clio Work automatically saved?<\/p>\n \t\t\t\t\t\t\t No. The result returns to the lawyer who made the request and is not permanently saved unless the user chooses to save it. The lawyer remains responsible for reviewing the work and deciding what is relied on or shared.<\/span><\/p>\n<\/p><\/div>\n<\/article>\n \t\t\t\t\t\t\t\tDoes Clio Work replace a firm\u2019s ethical-wall or conflict-management policies?<\/p>\n \t\t\t\t\t\t\t No. Clio Work follows the matter access controls maintained in Clio Manage, but firms remain responsible for establishing and administering their own ethical-wall, conflict, confidentiality, and professional-responsibility policies.<\/span><\/p>\n<\/p><\/div>\n<\/article>\n \t\t\t\t\t\t\t\tHow is Clio Work different from an AI tool linked through an ethical-wall integration?<\/p>\n \t\t\t\t\t\t\t An ethical-wall integration can connect an AI platform to permissions held in a practice management system, but the firm still has to keep users, matters, documents, and access changes aligned across both. As one example of Clio\u2019s platform design, Clio Manage allows matter context and access rules to carry into Clio Work rather than being synchronized after the fact.<\/span><\/p>\n<\/p><\/div>\n<\/article><\/div>\n<\/p><\/div>\n<\/section>\n Loading …<\/p>\n 6 minutes read Published Aug 18, 2026 Clio Work extends a law firm’s existing matter permissions directly into its legal AI platform, ensuring sensitive client information remains secure without requiring a rebuilt security model. By aligning AI access rules automatically with Clio Manage, lawyers can confidently analyze documents, research legal issues, and generate drafts within […]<\/p>\n","protected":false},"author":1,"featured_media":7042477,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[191140,91],"tags":[6036,13504,48749,2764,15984],"dealstore":[],"offerexpiration":[],"class_list":["post-7042476","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-practice-of-law","category-technology","tag-legal","tag-matter","tag-permissions","tag-security","tag-starts"],"yoast_head":"\n
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\n\t\t\t\t\t\t<\/h2>\nSubscribe to the blog<\/h2>\n<\/p><\/div>\n<\/div>\n<\/section><\/div>\n<\/p><\/div>\n\n","protected":false},"excerpt":{"rendered":"