Clio for Word and Vincent

Clio for Word is a Microsoft Word add-in that delivers different capabilities depending on your subscription. After you sign in, the add-in automatically surfaces the features available to you. This article covers how to install and sign in to the Clio for Word add-in, and how to use Vincent to draft and edit documents directly in Microsoft Word.

Understand Clio for Word

Clio for Word is a single Microsoft Word add-in that delivers different capabilities depending on your subscription:

• Clio Draft: Build and manage templates using the Clio for Word Template Builder. You can also convert existing Word documents into Clio Draft templates using conversational templating and draft documents directly from the Word add-in.
• Clio Work and Vincent for Enterprise: Access Vincent AI directly in Word to review, revise, and draft documents. Vincent can propose changes as native Word Track Changes (redlines) that you accept or reject individually, or apply changes directly to your document without requiring your review at each step. Learn more about Clio for Word with your Clio Work subscription. You can also run review playbooks to grade a contract against your firm's positions and apply proposed redlines.

Install Clio for Word

Install the Clio for Word add-in from Microsoft AppSource directly within Microsoft Word.

1. Open Microsoft Word on your computer.
2. In the Home ribbon, click Add-ins.
3. Search for Clio for Microsoft Word.
4. Click Add next to the add-in.
   • A panel opens on the right side of your Word window.
5. Sign in to Clio by following the on-screen prompts.
   • You may be asked to allow Clio access to your Microsoft Word account.

Draft and edit documents using Vincent

With a Clio Work or Vincent for Enterprise subscription, you can use Vincent to review, edit, and draft documents directly in Word.

1. Open a document in Microsoft Word.
2. In the Home ribbon, click Clio for Microsoft Word to open the add-in panel.

3. In the add-in panel, type a prompt in the text box to have Vincent create or update your document. You can also simply converse with Vincent if you need context for the document you're working on.

   You can toggle between Tracked Changes and Direct Edits depending on whether you want to review Vincent AI’s suggestions in your document or whether you just want the changes applied to the document immediately.

4. Review Vincent AI's drafts or changes.
   • If you choose Tracked Changes mode, Vincent AI will propose edits as native Word redlines in your document. You can accept or reject the suggested edits using Word's standard Track Changes controls.

Edit selected text with the right-click menu

When the Clio for Word add-in is enabled, you can revise text without typing a prompt.

1. Select the text you want to change in your document.
2. Right-click (Windows) or Control-click (Mac), then choose Vincent AI.
3. Choose an option from the menu: Rephrase, Simplify, Active Voice, Fix Grammar, Condense, Expand, More Assertive, More Diplomatic. 
   • For a change that is not on the menu, type your request in the conversation with Vincent.

Up next

Learn more about working with Vincent, including a general overview of Clio Work and Vincent, how to start and guide conversations, and how to save Vincent's relevant response back to Clio.