The Analyze Legal Documents workflow is your starting point for document analysis in Clio Work. Upload one or more documents, and Vincent AI generates suggested analysis tasks tailored to the document type, content, and matter context. This article covers how to upload documents and start an analysis. For guidance on the outputs and results of each workflow, see the articles linked below.
Important: All Vincent AI output requires final review and due diligence by a qualified legal professional before use in litigation strategy, pleadings, negotiations, or court proceedings.
Upload documents and start an analysis
You can upload documents to Clio Work from multiple sources. Vincent supports the following upload paths from the document analysis workflows.
Add from Matter
Select files previously uploaded to the current matter in Clio Manage. This path is available from within an active matter context.
File Upload
Browse and select files from your computer.
Folder Upload
Upload an entire folder from your computer.
Upload from Google Drive
Select files from a connected Google Drive account.
Note: Supported file types vary by workflow. For the full list of supported file types and size limits, see Supported File Types in Clio Work.
Start a document analysis workflow
Tip: You do not need to run all tasks at once. Select the tasks most relevant to your current matter stage, then return to add more as your analysis develops.
- In Clio Work, click Vincent in the left navigation.
- Select the relevant workflow from the Analyze dropdown or the More Workflows panel.
- Upload your document using one of the available upload paths.
- Vincent confirms the upload with a one-line summary of the document content and generates suggested tasks.
- Select the tasks relevant to your immediate work. Selected tasks are highlighted in blue. You can select multiple tasks and run them together.
- Optional: Select the edit icon on a selected jurisdiction-specific task to modify the research question before submitting.
- Select the arrow to submit.
Document analysis workflows
Each workflow below is tailored to a specific document type or analysis task. Select the relevant article for guidance on available tasks and output formats.
- Analyze Complaints in Clio Work: identifies claims, defenses, parties, and recommended responses
- Analyze Contracts in Clio Work: extracts definitions, obligations, risks, and key terms
- Analyze Depositions in Clio Work: organizes testimony by topic and surfaces key exchanges and witnesses
- Analyze Pleadings in Clio Work: compares claims and defenses across pleading documents
- Summarize Documents in Clio Work: generates a structured summary of one or more documents
- Compare Documents in Clio Work: produces a side-by-side analysis of two documents
- Review Documents With Vincent Tables: extracts structured data across multiple documents simultaneously
- Compare Jurisdictions in Clio Work: compares legal standards across multiple jurisdictions
- Create a Timeline in Clio Work: extracts a chronological sequence of facts from uploaded documents
Up Next
- Select your workflow: choose the relevant article above based on your document type and analysis task
- Build a legal position: see Build Arguments in Clio Work to apply document analysis findings to a structured argument