Get Started With Clio Work

In Clio Work, Vincent is your AI legal assistant who understands the context of your matters alongside Clio’s comprehensive legal library. You can ask Vincent to perform legal research, analyse your files for specific insights, compare laws across jurisdictions, and more. Because Vincent can recognise the nuances of a matter, it can also suggest tailored next actions like creating timelines or identifying relevant research questions.

 

Learn what Vincent can do

To help you get started, refer to your relevant practice area starter guide, or expand your practice area from the list below for suggestions about which workflows you may find useful and examples of questions you can ask. These resources can help you to understand how to formulate your own questions when you converse with Vincent, your AI legal assistant. For a guided approach, refer to this guide, which contains one suggested workflow per practice area, along with example documents for your convenience.

Important: Ensure that a qualified professional conducts final legal confirmation and due diligence on all of Vincent's responses.

Practice area starter guides

These guides show you how to use Clio Work to streamline your practice and get to reliable answers faster.

 

Suggested prompts and workflows

 

Corporate/Commercial Law

Suggested prompts

  • What are the statutory requirements for forming a [C-corp/S-corp/LLC] in [state]?
  • How does piercing the corporate veil work in [state]? Are there recent cases?
  • What are the annual filing requirements for corporations in [state]?

 

Suggested workflows

  • Transactional
    • Document Review with Vincent Tables
    • Analyse a Contract
    • Redline Analysis
    • Compare Jurisdictions
    • Summarise Documents
  • Litigation
    • Analyse a Complaint
    • Docket Research
    • Profile a Judge
    • Find Similar Matters
    • Create a Timeline
Criminal Law

Suggested prompts

  • What factors are considered in determining criminal liability for accomplices?
  • What are the general standards for granting a motion for a new trial in criminal cases?
  • What are the legal standards for the insanity defense?
  • What are the prevailing standards for excluding evidence obtained unlawfully?

 

Suggested workflows

  • Transactional
    • Build an Argument
    • Analyse a Complaint
    • Analyse a Deposition
    • Docket Research
    • Profile a Judge
  • Litigation
    • Build an Argument
    • Analyse a Complaint
    • Analyse a Deposition
    • Docket Research
    • Profile a Judge
Family Law

Suggested prompts

  • What factors influence the calculation of child support?
  • Under what circumstances can custody or visitation rights be modified?
  • What are the procedural requirements for filing a petition for dissolution of marriage?
  • What rules govern discovery in family law litigation?

 

Suggested workflows

  • Transactional
    • Build an Argument
    • Analyse a Complaint
    • Analyse a Deposition
    • Docket Research
    • Profile a Judge
  • Litigation
    • Build an Argument
    • Analyse a Complaint
    • Analyse a Deposition
    • Docket Research
    • Profile a Judge
Personal Injury

Suggested prompts

  • How is duty of care defined and analysed in personal injury cases?
  • What defenses are commonly raised in negligence actions?
  • What is the standard for admissibility of expert witness testimony in injury cases?
  • What are the general principles for tolling statutes of limitation in personal injury cases?

 

Suggested workflows

  • Transactional
    • Document Review with Vincent Tables
    • Ask a Research Question
    • Summarise Documents
    • Create a Timeline
    • Explore a Collection
  • Litigation
    • Build an Argument
    • Analyse a Complaint
    • Analyse a Deposition
    • Docket Research
    • Profile a Judge
Intellectual Property Law

Suggested prompts

  • What constitutes public disclosure that may bar patentability?
  • How is "fair use" evaluated in copyright infringement cases?
  • How is “reasonable effort” to maintain secrecy assessed in trade secret law?
  • What remedies are available across IP regimes—injunctions, damages, disgorgement?

 

Suggested workflows

  • Transactional
    • Document Review with Vincent Tables
    • Ask a Research Question
    • Analyse a Contract
    • Redline Analysis
    • Compare Jurisdictions
  • Litigation
    • Build an Argument
    • Analyse a Complaint
    • Docket Research
    • Find Similar Matters
    • Profile a Judge
Immigration Law

Suggested prompts

  • What factors determine whether an individual may adjust status to permanent residency?
  • What legal defenses are typically available in removal proceedings?
  • What are the requirements to establish a well-founded fear of persecution?
  • How is derivative citizenship established for children?

 

Suggested workflows

  • Transactional
    • Document Review with Vincent Tables
    • Ask a Research Question
    • Compare Jurisdictions
    • Summarise Documents
    • Create a Timeline
  • Litigation
    • Build an Argument
    • Analyse Pleadings
    • Docket Research
    • Create a Timeline
    • Summarise Documents
Real Estate Law

Suggested prompts

  • How is title transferred, and what are the typical requirements for recording?
  • What are the standard remedies available to lenders in the event of mortgage default?
  • What remedies are typically available to tenants for breach by a landlord?

 

Suggested workflows

  • Transactional
    • Document Review with Vincent Tables
    • Analyse a Contract
    • Redline Analysis
    • Compare Jurisdictions
    • Summarise Documents
  • Litigation
    • Ask a Research Question
    • Analyse a Complaint
    • Create a Timeline
    • Docket Research
    • Find Similar Matters
Employment Law

Suggested prompts

  • What are the legal distinctions between employees and independent contractors?
  • What remedies are available to employees for unpaid wages?
  • What is the legal threshold for establishing a hostile work environment claim?
  • What are the enforceability standards for arbitration clauses in employment contracts?
     

Suggested workflows

  • Transactional
    • Document Review with Vincent Tables
    • Build an Argument
    • Analyse a Contract
    • Redline Analysis
    • 50-State Survey
  • Litigation
    • Analyse a Complaint
    • Docket Research
    • Profile a JudgeCreate a Timeline
    • Summarise Documents
Environmental Law

Suggested prompts

  • What are the core legal principles governing environmental protection?
  • How is liability allocated in multi-party pollution or contamination events?
  • What standing requirements must be met in environmental litigation?
  • What are the consequences of proceeding with development without a valid environmental permit?

 

Suggested workflows

  • Transactional
    • Document Review with Vincent Tables
    • Ask a Research Question
    • Analyse a Contract
    • Compare Jurisdictions
    • Summarise Documents
  • Litigation
    • Build an Argument
    • Analyse a Complaint
    • Docket Research
    • Create a Timeline
    • Find Similar Matters
Bankruptcy Law

Suggested prompts

  • What are the key distinctions between liquidation and reorganisation frameworks?
  • How are priority claims classified and treated in a bankruptcy proceeding?
  • How are executory contracts treated in bankruptcy?
  • What types of debts are typically non-dischargeable?

 

Suggested workflows

  • Transactional
    • Document Review with Vincent Tables
    • Analyse a Contract
    • Summarise Documents
    • Create a Timeline
    • Compare Jurisdictions
  • Litigation
    • Analyse a Complaint
    • Docket Research
    • Create a Timeline
    • Find Similar Matters
    • Profile a Judge
Estate Planning, Probate, and Elder Law

Suggested workflows

  • Transactional
    • Document Review with Vincent Tables
    • Ask a Research Question
    • Analyse a Contract
    • Summarise Documents
    • Compare Jurisdictions
  • Litigation
    • Ask a Research Question
    • Analyse Pleadings
    • Create a Timeline
    • Summarise Documents
    • Profile a Judge
Tax Law

Suggested workflows

  • Transactional
    • Document Review with Vincent Tables
    • Ask a Research Question
    • Analyse a Contract
    • Compare Jurisdictions
    • Summarise Documents
  • Litigation
    • Build an Argument
    • Analyse a Complaint
    • Docket Research
    • Create a Timeline
    • Summarise Documents
Healthcare and Medical Regulatory Law

Suggested workflows

  • Transactional
    • Document Review with Vincent Tables
    • Ask a Research Question
    • Analyse a Contract
    • Compare Jurisdictions
    • Summarise Documents
  • Litigation
    • Build an Argument
    • Analyse a Complaint
    • Analyse a Deposition
    • Docket Research
    • Create a Timeline
Insurance and Consumer Protection Law

Suggested workflows

  • Transactional
    • Document Review with Vincent Tables
    • Analyse a Contract
    • Redline Analysis
    • Compare Jurisdictions
    • Summarise Documents
  • Litigation
    • Build an Argument
    • Analyse a Complaint
    • Docket Research
    • Profile a Judge
    • Create a Timeline
Administrative, Government, and Regulatory Law

Suggested workflows

  • Transactional
    • Document Review with Vincent Tables
    • Ask a Research Question
    • Compare Jurisdictions
    • Summarise Documents
  • Litigation
    • Build an Argument
    • Analyse a Complaint
    • Docket ResearchFind Similar Matters
    • Profile a Judge

 

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