In Clio Work, you can preserve research outputs and draft documents to ensure your firm retains the work product generated during Vincent AI conversations. This article covers how to save individual responses and entire conversations to Clio Manage, your computer, or a shared link.
Save individual responses
You can save a specific response from Vincent using the icons at the bottom of that response.
- Locate the response you want to save in your conversation.
- Select from the following options:
- Copy to clipboard
Select the double-page icon to copy the response content.
- Save to Clio Manage
Select the save icon to save the response as a new file in Clio Manage.
- Download
Select the download icon to save the response as a Word document or PDF. Library references are saved along with the file.
- Copy link
Select the link icon to copy a link to the conversation. You can share this link with other Clio users on your firm's account.
Note: For full guidance on saving, downloading, and exporting documents created in Legal Pad, see Use Legal Pad in Clio Work.
Provide feedback on responses
You can provide feedback to help improve the quality of Vincent's responses over time.
- Thumbs up
Select the thumbs-up icon below any response to indicate the output was useful.
- Thumbs down
Select the thumbs-down icon to flag a response that did not meet your needs. You can add a brief note to describe the issue.
Note: For technical issues or to report a problem with Clio Work, contact Clio Support directly.
Up Next
- Begin legal research: see Ask Research Questions in Clio Work to start authoritative research backed by cited primary and secondary sources from the Clio Library
- Analyse your documents: see Analyse Legal Documents in Clio Work to begin document analysis
- Build a legal position: see Build Arguments in Clio Work to construct a structured legal argument