Analyse Legal Documents in Clio Work

Within Clio Work, the Vincent assistant allows you to quickly extract key information, identify document types, and suggest next steps. These specialised workflows help you gain fast insights into files uploaded from your computer or selected from Clio Manage.

Understand Vincent's conversation file limits

When you start a document analysis conversation with Vincent, specific limits apply to ensure the quality and speed of the response.

• File size: You can upload files up to 1 GB per file.
• Document count: You can include up to 50 documents in a single conversation.
• Scanned documents: You must run scanned documents through Optical Character Recognition (OCR) software before uploading so that Vincent can read the text.

Manage larger projects with Vincent Tables

If your project exceeds the 50-document limit or if you need to extract and compare specific data points across a high volume of files, you should use the Document Review with Vincent Tables workflow. This tool is optimised for large-scale discovery and due diligence, and can process up to 500 documents simultaneously.

Access Vincent for document analysis

You can access Vincent and initiate document analysis from several locations throughout Clio Manage and Clio Work:

• Vincent tab: Click the Vincent tab in the left navigation panel of Clio Work to access the full suite of research and analysis workflows. 
• Document uploads: Trigger an analysis immediately after uploading new documents to Clio Manage. 
• Matter dashboard: Access Vincent directly from the dashboard of a specific matter to analyse files already associated with that case. 
• Documents subtab: Open the Documents subtab while viewing a specific matter or contact to select and analyse files from the list.

Analyse legal documents with Vincent

To get help with legal document analysis, start a conversation by uploading a file and asking a question or giving an instruction. You can analyse documents using a dedicated workflow card tailored to a specific document type or by initiating a general analysis for other file types.

Start an analysis

1. From Clio Work, click the Vincent tab in your navigation panel.
2. Select a workflow card relevant to your document, such as Analyse a Contract, Analyse a Complaint, or Analyse a Deposition.
3. Analyse other document types: If a dedicated workflow for your document does not exist, click Add Documents in the prompt text box to begin a custom analysis.
4. Select a matter using the Select Matter dropdown if your analysis relates to a specific case, or skip this step to perform a general analysis.
5. Add the relevant files by dragging and dropping them into the upload area or by clicking Select files to browse your computer.
6. Optional: Click Select from Documents to find and select files previously uploaded to Clio Manage.

Review and use analysis results

Once your documents are processed, Vincent will respond with relevant information and suggestions for next steps or ask follow-up questions. To learn more about navigating the conversation window, managing your session history, or saving results to Clio Manage, see Get Answers with Vincent AI.

1. Review the suggested prompts that appear automatically in the conversation area.

2. Select the checkboxes for the prompts you want to pursue.

   Note: Prompts only change color once they are selected.
   • Blue prompts (when selected): These focus on analysing the internal facts and content of your uploaded document.
   • Purple prompts (when selected): These are research questions that provide supporting law from the Clio Library.
3. Click the blue arrow submit icon to send your selections to Vincent.
4. Optional: If the suggested prompts do not match your needs, type your own specific question or instruction regarding your document in the text box.
5. Continue the conversation by asking follow-up questions until you have gathered the necessary information.