Clio Work uses your firm's billing address in Clio Manage to set the default jurisdiction for research and document analysis. It reads the State/Province field from your billing address and applies that value as the default jurisdiction across research, AI Actions, and document analysis workflows. Updating this field and knowing how to override it per session ensures your work product reflects the correct legal context.
Note: Jurisdiction settings currently apply only to firms in the US, UK, and Ireland. Updating the billing address for accounts in other regions does not affect jurisdiction in Clio Work.
Change the default jurisdiction
To change the default jurisdiction Clio Work applies, update the State/Province field in your Clio Manage billing address settings.
Important: Enter the full state or province name in the State/Province field. If you use an abbreviation, for example, MI instead of Michigan, Clio Work defaults to US Federal jurisdiction instead of the correct state.
- In Clio Manage, click Settings.
- Select Account and Payment Info.
- Under Mailing Address, update the State/Province field to the full state or province name. For example, enter Michigan, not MI.
- Save your changes.
- Refresh Clio Work. The updated jurisdiction applies automatically.
Override jurisdiction for a session
You can change the jurisdiction for your current session directly in Clio Work without updating your billing address.
Note: Session overrides are temporary. The jurisdiction resets to your billing address.
- Open the chat or workflow view in Clio Work.
- Select the jurisdiction picker.
- Choose the jurisdiction for this session.
Jurisdiction behaviour in specific workflows
Jurisdiction behaves differently depending on where you launch a workflow in Clio Work.
Note: Matter-level jurisdiction, the ability to set and persist a jurisdiction per matter, is not yet available. Contact Clio Support if you have questions about jurisdiction behaviour for your firm.
- Analyse with Vincent (launched from Clio Manage)
When you launch document analysis directly from a matter in Clio Manage, the jurisdiction is set to the matter and cannot be changed within that flow. Use the session override in Clio Work if you need a different jurisdiction.
- AI Actions and Review Findings
For suggested research tasks, Clio Work uses the matter's location field in the background, regardless of the jurisdiction displayed in the UI. For multi-state firms, the displayed jurisdiction and the jurisdiction used for research tasks may appear inconsistent. This is expected behaviour.
Up Next
- Start a research conversation: see Ask Research Questions in Clio Work to begin using Vincent for jurisdiction-specific legal research.
- Connect to your matters: see Use Clio Work With Clio Manage to associate research and document analysis with your matter records.