Document analysis capabilities in Clio depend on your firm’s subscription: Manage AI or Clio Work. This article explains how to analyze documents in Clio Manage and directs you to the appropriate tools for your needs.
Guidance for Vincent users
If your firm uses Clio Work, you can use Vincent for comprehensive and cited legal analysis. Clio is the preferred solution for research-grade analysis and deep legal context. To learn more about Clio Work, see the article: Get Started with Vincent in Clio Work
- The Document analysis feature is not available in Clio Manage if your firm has Clio Work.
- To learn more about document analysis in Vincent, see the article: Analyze Legal Documents in Clio Work.
| Subscription | Where to analyze | Capabilities |
|---|---|---|
| Manage AI only | Use the Document Analyzer feature in Clio Manage | Summarize, extract key details, or generate lists from selected documents |
| Clio Work Only | Use Vincent, powered by Clio Work, for analysis. | Research-grade analysis, cited legal research, and deep legal context. |
| Both Manage AI and Clio Work | Use Vincent, powered by Clio Work, for all analysis. | Directs you to the most comprehensive tool for cited-research grade analysis. |
Analyze documents with Manage AI
If your firm only subscribes to Manage AI, you can use the Document Analyzer in Clio Manage to quickly get information from your documents. You can also customize the response for a quick summary or a more detailed and thorough analysis.
Access document analyzer
You can open the document analyzer from the AI Launchpad or directly from your document lists.
- AI Launchpad: Click the diamond icon and select Analyze Documents.
- Document Action: Next to a document in the Action column, click the arrow and select Analyze with Vincent.
File types and size limits
With Clio's Document Analyzer, you can analyze up to 25 documents in DOCX, TXT, or PDF format. The file limit is 50MB per file, and the total limit per analysis is also 50 MB.
To analyze documents
- Select an open matter from the dropdown or type in the matter name.
- Select one of the following options:
- Select documents in a matter: Pick your file(s) from the matter to analyze.
- Upload new documents: Click Choose Files or drag and drop your file(s) into the upload area.
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Optional: Customize the response type. This option appears next to the send arrow.
- Quick: Get a concise analysis focused on specific information.
- Thorough: Receive a comprehensive and detailed analysis.
- Click Next: Ask your question, then wait for the initial analysis to complete.
- Enter a question or request to extract key details. Some examples include.
- Who are the parties involved?
- Create a time of events from these documents.
Review and use analysis results
After Manage AI completes an analysis, you can review citations, customize, share, or save the results.
- Review citations: In-text citations appear in the analysis and link directly to the original text in your documents. Click a citation to preview the referenced section or click the hyperlink icon to open the full document.
- Customize: Click Configure to adjust initial summaries (e.g., view a summary per document or a combined summary).
- Share: Click Share, then Copy to copy the text for sharing with firm users.
- Save: Click Share, then Save. You can save the analysis as a New note or a New document (.docx).