Manage Documents in Clio Library

With Clio Work, you can use Clio Library and utilise Vincent to analyse legal documents and streamline your research workflow. Manage your legal documents by creating folders to integrate with your existing cloud storage service. Access the digital document management tools located in the top right corner of a document to save documents as favourites, organise them into folders, print with the option to include highlights or notes, and update the font size. 

Integrate your documents

The Clio Library enables you to securely connect your existing cloud storage service (such as Dropbox or Google Drive), allowing you to search across your personal documents. Once integrated, the Clio Library can analyse your documents and enrich them with links and annotations. 

• Sync a cloud storage service: Upload your documents to a cloud storage service of your choice. Then, connect your file hosting service to the Clio Library Cloud.
• View synced documents: To see a list of the documents you have synced, click the link on the corresponding card on your Home page. 

Search your own documents

After your documents are integrated with the service, you can search across them using the following methods: 

• Advanced Search: Use the Advanced Search feature to search across your documents using any of the available filters. Select the relevant file content type from the various content options. 
• Search Filters: After running any search, your own documents will be listed as one of the document types on the left-hand side of the screen. You can choose to include or exclude them, just as you would with other document categories. 

Manage and organise documents 

With the Clio Library, you can manage your legal documents by creating folders, sharing research with your firm, and customising your viewing experience. 

Create and use folders

Folders help you organise research projects by client name or general area of law. You can create a folder for each research project. 

1. Go to Folders in the left navigation panel. 
2. Click + New Folder. 
3. Name the folder and click Create.
4. When viewing a document, click the Add to folder icon in the top right and select the appropriate folder. 

Share documents

You can share documents with other firm users via email, social media, or reference managers. You can also use document links and ID Clio numbers to quickly find and share documents with other users. When sharing documents via email, recipients are notified via email: no-reply@vlex.com  

Integrate with reference manager

Reference managers are valuable integrations for researchers who prefer to keep their citations in dedicated software. 

• RefWorks: Selecting this option opens the RefWorks website in a new tab, where you can sign in to import the citation directly.
• RIS (EndNote): This option downloads a .ris file to your computer. You can use this file to upload the citation information from the Import References menu in EndNote Desktop or EndNote online.

Case analysis with Vincent 

In Clio Library, Vincent provides services to help you understand and contextualise case law. Vincent can read cases, extract key legal issues, and automatically produce summarised headnotes. This feature enables legal professionals to quickly understand the key issues addressed in a judgment at a glance. 

1. In Clio Library, open a case and select the Judgment tab. 
2. The case analysis will automatically appear at the top of the screen, above the full judgment. 
3. Optional: Ask Research Questions in Clio Work to generate research results and receive citations and references. 

Document review with Vincent Tables 

The Document Review with Vincent Tables workflow allows you to upload multiple documents and have Vincent create a table to analyse and compare them. 

• Understand the review table: Each row in the table represents a document you uploaded, and each column represents a particular type of information. If a document does not contain relevant information, its cell will be marked as Not applicable.
• Continue your research: After completing the summary table, Vincent provides suggested next steps and research questions. You can use the checkboxes to select from these options, or type your own question to continue the conversation.