Compliance for Regulated Firms

Ask Clio provides a variety of features to help your team manage compliance needs while using AI.

Retention Providor (Global Relay/Smarch, etc.)

You can set an email address (i.e. archiving@yourfirm.com) connected and archived to your Global Relay or Smarsh to receive the daily conversations that occurred within Ask Clio.

Testing Center

To test Ask Clio continually for accuracy, you can use the testing center to run semantic tests, and save the results to show you are testing the system for accuracy.

Chat Details

Clients can get more information on how and why a particular answer were generated within the chat SDK for additional clarity by clicking the information button in the SDK.

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