Vincent's workspace is your starting point for every research session, document analysis, and argument. This guide orients you to the workspace layout and helps you identify the right workflow for your current matter.
Understand the workspace
When you click Vincent in the left navigation, the home page provides three areas to start or continue your work.
- Text box: Type a question or instruction directly to Vincent, or use voice input. Select the + icon to add documents, folders, or connected DMS sources, and to access the Agentic Mode toggle.
- Workflows: Below the text box, use the Research, Analyze, and More Workflows options to browse and select workflows for specific tasks.
- Recent conversations: Below the workflow options, view and reopen previous sessions with Vincent.
Navigate Clio Work
The left navigation provides access to three areas.
- Vincent: Your workspace for all conversations, workflows, and document analysis.
- Library: Direct access to the Clio Library for manual research without starting a Vincent conversation.
- Draft: Access to Clio Draft for document automation and template-based drafting. See Get Started With Clio Draft for full guidance.
Find your workflow
Vincent organises workflows into three access points.
- Research: select the Research dropdown for research and strategy workflows: Ask a Research Question, Build an Argument, and Compare Jurisdictions
- Analyse: Select the Analyse dropdown for document analysis workflows: Analyse a Complaint, Analyse a Contract, Create a Timeline, Tabular Document Review, Summarise Documents, and Redline Analysis
- More Workflows. Select More Workflows to open the full workflow panel. Use the filter tabs (All, Featured, Research, Litigation, Transactional, Document Analysis, International, Video Analysis) to narrow the list
Choose your first workflow
Your entry point into Vincent depends on where you are in the matter lifecycle.
- New matter, no documents yet: See Ask Research Questions in Clio Work
- Documents in hand, need analysis: See Analyse Legal Documents in Clio Work
- Preparing for court or a transaction close: See Build Arguments in Clio Work
- Comparing laws across states or jurisdictions: See Compare Jurisdictions in Clio Work
- Exploring by practice area : See Explore Vincent by Practice Area
Connect a matter before you begin
Selecting a Clio Manage matter before starting a conversation gives Vincent context about the matter by way of the matter’s communications, tasks, calendar events, deadlines, notes, time entries, documents and document metadata. In addition, selecting a matter ensures the conversation is logged to the correct client file.
From the Vincent home page, select the Select Matter dropdown above the text box, search for and select the relevant matter, then begin your conversation.
Tip: Selecting a matter is optional but recommended. Without a matter association, Vincent cannot access your matter-specific data or log the conversation to a client file.
Up Next
- Start your first conversation: see Start and Guide Conversations in Clio Work to begin using a workflow task or a custom prompt.
- Improve response quality: see Improve Vincent's Response Quality for guidance on getting consistent, precise outputs from Vincent.