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 documents 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, such as creating timelines or identifying relevant research questions.
Add Clio Work to your account
Note: Clio Work is currently available in Singapore, New Zealand and Hong Kong. Administrators can sign up for Clio Work and assign licenses to firm users.
Firms currently using Clio Manage can try out Clio Work on a 14-day trial.
- From Clio Manage, go to the main Matter tab and select any matter.
- From the matter’s dashboard, find the Clio Work card and click the down arrow to expand it.
- Click Start free trial.
- Agree to the terms of service and click Start my 14-day trial.
- In Clio Manage, click the Manage AI logo in the header bar at the top of your page.
- For Clio Work, click Try for free.
- Agree to the terms of service and click Start my 14-day trial.
- The banner at the top of Clio will remind you how much time is left of your trial.
Allocate or deallocate Clio Work licenses to users
Once you start your Clio Work trial, you can provide access to the users in your Clio account by assigning licenses to them.
Important: At the end of the trial period, users who are still assigned Clio Work licenses will be converted to paid users. Make sure to set a reminder to revise the Clio Work licenses or to cancel your trial before your trial period ends.
- Go to Settings > Manage Users.
- For the firm user you want to provide access to Clio Work, click the down arrow next to "Edit".
- Click Add to Clio Work.
- Go to Settings > Manage Users.
- For the firm user you want to provide access to Clio Work, click the down arrow next to "Edit".
- Click Remove from Clio Work.
Opt out of Clio Work
If you do not want to continue using Clio Work beyond your trial period, you will need to opt out before your trial period ends in order to avoid incurring additional costs. Once the 14-day trial period is over, you will no longer have access to Clio Work, and your card will not be charged the Clio Work subscription fees.
- Go to Settings > Account and Payment Info > Payment info subtab.
- In the Clio Work Subscription section, click Cancel trial.
- Click Cancel auto-upgrade to confirm.
Learn what Vincent can do
To help you get started, expand your practice area in the list below for suggestions about which workflows you may find useful, and also examples of questions you can ask. These examples 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.
Corporate/Commercial Law
Suggested prompts
- What are the statutory requirements for forming a Private Limited Company?
- What are the statutory requirements for forming a Limited Liability Company?
- What is the current judicial threshold for lifting/piercing the corporate veil under [Country] law? Are there recent landmark cases regarding the Evasion/Concealment Principle?
- What are the annual filing requirements for companies in [Country]?
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 are the elements required to establish accessorial liability (aiding, abetting, counselling, or procuring) under the [relevant criminal statutes] of [Country]?
- What is the current test for Joint Criminal Enterprise regarding crimes that go beyond the original plan?
- What are the grounds for an appeal against conviction based on fresh evidence or a miscarriage of justice?
- What is the statutory test for the defense of "lack of criminal responsibility due to mental impairment" in [Country]?
- How do courts apply the discretionary power to exclude evidence that was improperly or illegally obtained?
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 are used in the statutory formula for child maintenance/support?
- What is the legal threshold for varying a court order regarding care, contact, or access?
- What are the eligibility and separation requirements for filing an [application/petition] for the dissolution of marriage?
- What are the mandatory disclosure requirements for financial and property matters in family proceedings?
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
Important: In New Zealand, the Accident Compensation Corporation (ACC) no-fault scheme generally bars civil lawsuits for personal injury.
Suggested prompts
- How is duty of care applied in negligence actions in [Country]?
- "What are the common defenses to a negligence claim?
- What is the standard for the admissibility of expert opinion evidence in civil proceedings in [Country]?
- What are the principles for extending a limitation period based on a claimant’s "date of knowledge" in [Country]?
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 anticipatory public disclosure that destroys novelty, and what are the requirements for invoking the statutory grace period in [Country]?
- How is the [fair use / fair dealing] exception evaluated in copyright infringement cases?
- How do courts assess if information has the necessary "quality of confidence" and whether adequate protective measures were taken to maintain secrecy in [Country]?
- What remedies are available for IP infringement in [Country]?
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 a visa holder is eligible for [Permanent Residency / Right of Abode]?
- What legal grounds are available to appeal a [deportation liability notice/ removal order] in [Country]?
- What are the requirements to establish a well-founded fear of persecution?
- How is [citizenship / right of abode] by descent established for children born outside of [Country]?
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 the title transferred, and what are the requirements for registration with the [National Registry]?
- 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 a "contract of service" (employee) and "contract for service" (contractor)?
- What are the procedures for recovering unpaid salary or wages through the [Labour Tribunal / Authority]?
- What is the legal standard for establishing a claim of workplace harassment or bullying?
- To what extent can an arbitration clause oust the jurisdiction of the employment tribunals or courts regarding statutory employment rights?
- What is the 90-day time limit and procedural requirement for raising a Personal Grievance in New Zealand?
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 are the requirements for standing to bring an environmental claim?
- What are the legal consequences of proceeding with a designated project or activity without an [Environmental Permit / Resource Consent]?
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 corporate rescue frameworks?
- What is the statutory order of priority for distributing assets?
- How are unperformed contracts treated in insolvency and what are the liquidator’s powers to disclaim onerous property?
- 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