Compare Documents in Clio Work

Vincent in Clio Work streamlines your legal research processes by acting as an AI-powered legal assistant who can help you analyse and compare documents or suggest next steps or questions that may be of interest to you based on ongoing conversations and previous analyses. 

Vincent has dedicated workflows for analysing key details and comparing differences across two or more documents. For example, the Compare Documents workflow automatically identifies key details across all documents to include in the table. Once you’ve started a conversation with Work by selecting the Compare Documents workflow, you can ask follow-up questions for further insights. Another example, the Document Review with Vincent Tables workflow compares documents and produces a table where extracted details from each document can be compared with others. With this workflow, you have more control over the specific details that interest you.

Compare documents with Vincent

The Compare Documents workflow is a powerful tool that enables Vincent to analyse and compare multiple legal documents simultaneously. Use this workflow to identify key differences and commonalities between documents. To use this workflow, follow the steps below:

1. In Clio Work, click Vincent in your navigation panel.

2. Select the Compare Documents workflow card.

   Tip: Use the search bar to quickly find the workflow card.
3. Add the relevant documents using one these options:
   • Drag and drop the file from your computer into the upload area.
   • Use Select files or folders to browse and add files or folders from your computer.
   • If you are a Clio Manage user, click Select from Documents to find and select any document(s) you previously uploaded to Clio Manage. Once you selected all your documents, click Add documents.

Vincent will analyze your uploaded documents and produce a comparison in a table. Learn about the table below. After the summary table is complete, Vincent may provide suggested next steps and/or research questions. You can use the checkboxes to select from these suggested options or type your own question to continue the conversation.

Understand the comparison table

The comparison table is a summary of the uploaded documents. It helps you to understand the key details of your documents at a glance. The table also includes citations to your documents, allowing you to quickly review Vincent’s findings.

• Each row in the table represents information of a particular type or topic.
• Each column represents a different document you uploaded.
• Each cell contains a summary of the information found on that topic for each document. If a document does not contain information relevant to a specific topic, the relevant cell will display “Not applicable”.

Review documents with Vincent Tables

The Document Review with Vincent Tables workflow allows you to upload multiple documents and have Vincent create a table to help you analyse and compare them. It differs from the Compare Documents workflow in that it allows you to control the information that Vincent extracts. With Vincent Table, you can "start from scratch" and specify each piece of information you want, or you can ask Vincent a more general question and allow it to infer what information you may need. You can modify this table to suit your needs.

Start from scratch

Creating a table from scratch allows you to manually specify all the columns you want to include in your review table.

1. In Clio Work, select the Document Review with Vincent Tables workflow card.

   Note: You can use the search bar to quickly find the workflow card.
2. Click Start with an empty table.

3. Add the relevant documents using one these options:

   • Drag and drop the file from your computer into the upload area.
   • Use Select files or folders to browse and add files or folders from your computer.
   • If you are a Clio Manage user, click Select from Documents to find and select any document(s) you previously uploaded to Clio Manage. Once you selected all your documents, click Add documents.

   As you add documents, a row will be added to the table for each document.

   Note: When you upload a folder, each individual file in the folder will be added to this workflow.

4. For each piece of information you want to extract, click Add Column.

   • Specify a descriptive name for your column.
   • Pose a question that allows Vincent to extract that information.
   • Specify the data type.

   Vincent will analyze your uploaded files to extract the relevant information as you add columns. Learn about the table below.

Get help from Vincent

This option allows Vincent to generate a table for you based on a question you provide. You can then edit the columns to suit your needs before Vincent analyses your uploaded documents.

1. In Clio Work, select the Document Review with Vincent Tables workflow card.

   Note: You can use the search bar to quickly find the workflow card.
2. Click Let Vincent build a table for you.
3. Type your question, then click the submit icon (blue arrow).
   • Vincent will use your question to understand what kind of information you are looking for and create column headers accordingly.
4. Optional: Modify your table.
   • Click Edit Columns to change column names, the data types for each column, and/or to clarify the specific question Vincent will leverage to extract the information.
   • Click Add Column to create another column that Vincent may have missed.
   • To delete a column, click the more icon (vertical ellipses) for the column, then Delete Columns.

5. Add the relevant documents using one these options:

   • Drag and drop the file from your computer into the upload area.
   • Use Select files or folders to browse and add files or folders from your computer.
   • If you are a Clio Manage user, click Select from Documents to find and select any document(s) you previously uploaded to Clio Manage. Once you selected all your documents, click Add documents.
   Note: When you upload a folder, each individual file in the folder will be added to this workflow.

   Vincent will analyze your uploaded files to extract the relevant information as you add columns. Learn about the table below.

Understand the review table

The review table summarises the uploaded documents. It helps you quickly review them and find relevant information. The table also includes citations to your documents, allowing you to quickly review Vincent’s findings.

• Each row in the table represents a document you uploaded.
• Each column represents a particular type of information or topic.
• Each cell contains a summary of the information found on that topic for each document. If a document does not contain information relevant to a specific topic, its cell will be marked as "Not applicable".

Continue your research

Once the summary table is complete, Vincent will provide some options for subsequent instructions and research questions that you can select from using the checkboxes or type your own questions to continue the conversation.

Create Document Review with Vincent Tables templates

Create your own template

It is common to want to extract specific types of information from specific types of documents. If you regularly analyse and compare the same types of documents and want tables that extract the same set of information for these documents, you can create Vincent Tables templates to use during your document reviews.

1. Create a table as you normally would, using the instructions to create a table from scratch, create a table with Vincent’s help, or choose a template that is similar to what you need.
2. Modify the table columns to suit your needs.
   • Optional: Click Edit Columns to change column names, the data types for each column, and/or to clarify the specific question Vincent will leverage to extract the information.
   • Optional: Click Add Column to create another column that Vincent may have missed.
3. Click Save as Template.
4. Add a template name and description.
5. Click Save.

Use templates

As you add documents, a row will be added to the table for each document, and Vincent will analyse your uploaded files to populate the relevant information into your table. Learn about the review table results.

1. From your Vincent home page, select the Document Review with Vincent Tables workflow card.

   Tip: You can use the search bar to quickly find the workflow card.
2. In the Use a template section choose a template that is relevant to the type of documents you are analysing.
3. Optional: Click Edit Columns to change column names, the data types for each column, and/or to clarify the specific question Vincent will leverage to extract the information.
4. Optional: Click Add Column to create another column that Vincent may have missed.
5. Add the relevant documents using one these options:
   • Drag and drop the file from your computer into the upload area.
   • Use Select files or folders to browse and add files or folders from your computer.
   • If you are a Clio Manage user, click Select from Documents to find and select any document(s) you previously uploaded to Clio Manage. Once you selected all your documents, click Add documents.