Get Answers With Vincent AI

Vincent is your legal assistant within Clio Work. It is designed to synthesize and deliver actionable intelligence by connecting your firm’s case data from Clio Manage with the expansive Clio Library legal database. From within Clio Work, you can initiate new conversations and manage existing ones, collaborating with Vincent to analyze legal documents, extract information from audio and/or audiovisual files in order to analyze the information, pose research questions, and construct arguments.

Vincent’s role in the practice of law

Vincent is integrated into Clio Work to provide intelligence at every critical stage of your legal workflow:

• Intake and discovery: Use the Analyze Legal Documents workflow to quickly understand new client files, depositions, and contracts, saving hours of manual review.
• Case strategy: Use the Ask Research Questions and Build Arguments workflows to define the legal landscape and formulate powerful strategies against specific matter facts.
• Matter contextualization: By selecting a matter, Vincent accesses relevant documents and metadata from Clio Manage. This allows Vincent to provide highly targeted suggestions and ensures your research is automatically logged in the correct client file.

Navigate Vincent's environment

Vincent's workspace is organized to streamline your legal research, offering quick access to past sessions and a focused area for current inquiries.

Workflows

From the Clio Work homepage, you can use the text box in the main workspace area to start a conversation with Vincent, select a matter using the drop-down menu, and select workflow cards tailored to specific scenarios. You can use the quick filter and search bar to find and select specific workflows.

Vincent can analyze various types of media and documents, including:

• Written documents: Analyze claims, facts, contracts, and pleadings.
• Audio and video: Transcribe and analyze judicial proceedings or other recorded content.
• Research and strategy: Ask research questions, build arguments, and compare laws across jurisdictions.

Conversation history

The panel on the left side of Vincent's workspace lists your recent conversations with Vincent.

1. In Clio Work, navigate to Vincent and view past conversations under Recents in the left navigation.
2. Click any conversation to open it in the main workspace area.
   • View the full history of workflows, questions, and follow-ups.
   • If you previously started a conversation about a specific document from Clio Manage, view the matter name as a subtitle to the conversation.
3. Hover over the conversation and click the More icon (three vertical dots) next to it to rename or delete the session.

Start and guide conversations

When you are on Vincent's home page (not viewing a conversation), the main workspace area displays tools to initiate new research. When you select and submit a workflow or type your own question, you start a new conversation with Vincent. Vincent may ask for more information (such as requesting that you select a jurisdiction or upload documents) or suggest additional questions you can ask. You can visually distinguish between prompt types based on color when selected.

• General conversation prompts are highlighted in blue when selected.
• Research questions (which leverage the Clio Library) are highlighted in purple when selected.

Start a new conversation

1. Select Vincent from the left navigation panel in Clio Work.
2. From the main workspace, click Select Matter if you would like to include matter documents.
3. Optional: Under the main text box, update the jurisdiction and Add Documents if applicable.

4. Select a workflow card tailored to a specific scenario (use the quick filter and search bar) or type your own question or instructions in the text box.

   Tip: Start your request to Vincent with phrases like "Write a contract for..." or "Create an email draft explaining..." if you want Vincent to create a standalone document in Legal Pad that you can review and revise without leaving Clio.
5. Optional: Use the persistent Ask any follow-up question textbox at the bottom of the conversation to continue your research after a response.
   • Vincent may suggest new prompts (e.g., adding more tasks), recommend phrasing changes, or ask for clarification (e.g., regarding jurisdiction).

Guide the conversation

During a conversation, you can guide Vincent by adding tasks or additional prompts. Vincent may also require additional information or offer suggestions to advance your research.

• Add more prompts: When applicable, click Add More Tasks to add multiple prompts at once, or provide more information, ask questions, or continue with some of Vincent's suggestions.
• Break up research/suggested phrase: Vincent may suggest a change to your typed prompt to improve clarity or research efficiency. You can choose to submit this suggestion or disregard it.
• Clarification: Vincent may ask for clarification (e.g., asking you to select a relevant jurisdiction) before providing a final response.

Understand conversation components

When you open a conversation, the main area displays its various components, which may differ slightly based on your inquiries.

Prompts and responses

This section contains your inputs and Vincent's answers.

• View display: Your prompts appear as you submit them, followed by Vincent’s response.
• Identify responses: Vincent will add an introductory sentence or title to their response to clarify which answer belongs to which prompts.

Files and documents

You can manage the documents uploaded to your conversation and download the entire history.

• View files: View the documents you uploaded at the top of the conversation.
• Add files: In the top right, click the double pages icon to add more documents.
• Download: Click the Download Conversation to Word icon in the top right to download the entire session history.

Legal Authorities

When you use Vincent in Clio Work to conduct legal research, the Legal Authorities panel provides the verified sources Vincent used to answer your research question. This panel is visible on the right-hand side of the conversation when a research question is submitted.

1. If the panel is not immediately visible, click Legal Authorities below Vincent’s response to open it.
2. Review the list of sources. Each source includes the document title, a short summary of the document, and a relevant direct quote from the document.
3. Optional: To view a source, click on a document title to open the document in Clio Library.
4. Optional: To copy a single source's title, summary, and excerpt, click the copy icon in the top right corner of the listed source.

Legal Pad

When you prompt Vincent to create documents for you, it will create these documents in Legal Pad and display the document to the right of your conversation with Vincent. You can edit the Legal Pad document directly, or, in your main conversation text box, prompt Vincent to make modifications to the original Legal Pad document.

When Vincent modifies the document, it retains the previous version of the document. You can move between versions of the Legal Pad documents using the forwards and backwards arrow at the top of Legal Pad.

In addition to being used for creating standalone documents, you can also use Legal Pad to extract and distill relevant parts of the conversation with Vincent into a separate document. You can open any response from Vincent in Legal Pad in order to review and revise the response according to your needs. Simply click the edit icon below a response in your conversation with Vincent.

Save and manage results

You can save individual responses or an entire conversation, create standalone documents based on the conversation by sourcing, revising, and saving the most important and/or relevant parts, and provide feedback to improve Vincent's accuracy.

Save individual responses

• Save without Library reference: For responses without Library references, use the icons in the top right corner to Copy the content or Download the response to your computer.
• Save with Library reference: For responses that reference the Clio Library, use the icons below the response to Download the response as a Word or PDF file, Copy the content, or Copy a link to the content.
• Save to Clio Manage: If the response references the Clio Library, use the icons below the response to Save the conversation to a matter in Clio Manage.

Save entire conversations

• Click the download icon in the top-right corner of the conversation window to download the entire session history.

Save Legal Pad documents

To save a Legal Pad document, click the download icon at the top of the legal paid to download the document to your computer as a .docx or PDF file. You can also copy the document contents to your clipboard. Click the more icon (three vertical ellipses), and then Copy.

Provide feedback

1. Click the thumbs-up and thumbs-down icons to provide feedback about a response.
2. Type feedback about why the response was not helpful, which Clio uses to review Vincent's processes.

Reference sources with Clio Library

Clio Library is the expansive knowledge base of authoritative documents that Vincent sources to provide you with responses to research questions.

• Access both primary sources (such as case law and statutes) and secondary sources (including journals and books).
• The knowledge base is continuously updated with thousands of new documents to ensure the information is current.
• You can explore the library via the Library tab in Clio Work, or view the individual documents that Vincent used for research via the Legal Authorities list.