Compare Documents and Use Vincent Tables in Clio Work

In Clio Work, document comparison and review workflows streamline the discovery phase by allowing Vincent to analyse and structure data from multiple documents (i.e., contracts, depositions, or dockets) simultaneously. You can choose either an automated comparison for quick insights or a structured table review for customised, large-scale data comparison.

Compare documents with Vincent

The Compare Documents workflow is a fast and powerful tool that enables Vincent to analyse two or more legal documents and automatically identify and summarise key differences and commonalities. This is ideal for quickly comparing a small set of files.

1. In Clio Work, click Vincent in your navigation panel.
2. Select the Compare Documents workflow card. Use the search bar to quickly find the workflow card.
3. Add the relevant document(s) using one of these options:
   • Drag and drop the file(s) from your computer into the upload area.
   • Use Select files or folders to browse and add documents from your computer.
   • Click Select from Documents to find and select any document(s) previously uploaded to Clio Manage. Click Add documents.
4. Review the comparison that Vincent generates in a summary table.
5. Optional: Review the suggested next steps and research questions provided by Vincent. Use the checkboxes to select these options or type your own questions to continue the conversation. 

Understand the comparison table

The comparison table summarises the uploaded documents, helping you quickly understand the key details.

• Layout: Each row represents a particular type of information or topic, and each column represents a different document you uploaded.
• Citations: The table includes citations, enabling you to quickly review Vincent’s findings against the source documents.
• Missing data: If a document does not contain information relevant to a specific topic, the relevant cell will display 'Not applicable'.

Document review with Vincent tables

Document review with Vincent tables is optimised to replace hours of manual review by structuring data extraction and analysis. This is essential for handling large-scale discovery or due diligence projects, as it processes up to 500 documents.

When to use Vincent tables

Reviewing documents with Vincent tables enables you to control the information Vincent extracts across multiple files, organising unstructured data into searchable, comparative output. 

• Efficiency: Use Vincent tables when you need to avoid manually reviewing and highlighting dozens of documents. Vincent extracts specific, user-defined facts (e.g., DOB, specific contractual clauses) across uploaded files. 
• Comparison and strategy: Use the table format to compare variables across documents side by side, immediately surfacing inconsistencies or key strategic points that may otherwise be missed. This transforms qualitative data into quantitative, searchable output for strategic planning. 
• Large scale: Vincent tables are optimised to process up to 500 documents for large-scale discovery and due diligence projects.

Start from scratch (Create a custom table)

Creating a table from scratch allows you to manually specify all the columns you want to include in your review table.

1. In Clio Work, select the Document Review with Vincent Tables workflow card. You can use the search bar to quickly find the workflow card.
2. Click Start with an empty table.

3. Add the relevant documents using one of the upload options (Drag and drop, Select files, or Select from Documents).

   Note: As you add documents, Vincent AI adds a row to the table for each file. When you upload a folder, each file within it will be added to this workflow.

4. For each piece of information you want to extract, click Add Column.
   • Specify a descriptive name for your column.
   • Pose a question that allows Vincent to extract that information.
   • Specify the data type.
5. Vincent will analyse your uploaded files to extract the relevant information as you add columns. Learn about Vincent tables below.

Get help from Vincent

This option allows Vincent to generate a table for you based on a question you provide. You can then edit the columns to suit your needs before Vincent analyses your uploaded documents.

1. In Clio Work, select the Document Review with Vincent Tables workflow card. Use the search bar to quickly find the workflow card.
2. Click Let Vincent build a table for you. 

3. Type your question, then click the submit icon (blue arrow). 

   Note: Vincent will use your question to understand what kind of information you are looking for and create column headers accordingly.

4. Modify the table using the following tools: 
   • Click Edit Columns to change column names, data types, or the questions Vincent uses for extraction.
   • Click Add Column to create any additional columns Vincent may have missed. 
   • Click the vertical ellipses icon for a column and select Delete Columns to remove it. 
5. Add the relevant document(s) using the upload options described in the Compare Documents section above. 

Understand the review table

The review table summarises the uploaded documents by providing structured, side-by-side data points.

• Row layout: Each row in the table represents a document you uploaded.
• Column layout: Each column represents a particular type of information or topic (as defined by you).
• Missing data: If a document does not contain information relevant to a specific topic, its cell will be marked as "Not applicable". 
• Citations: The table includes citations to your documents, enabling you to quickly review Vincent’s findings.

Continue your research

Once the summary table is complete, Vincent provides several options to move from data extraction to active strategic analysis.

• Select suggested prompts: Use the checkboxes to choose from Vincent’s recommended next steps or research questions tailored to your table's findings.
• Ask custom questions: Type your own instructions in the text box to analyse specific discrepancies, evaluate risks, or summarise key findings from the comparison.
• Access the Clio Library: If your follow-up questions require external legal authority, Vincent will provide answers backed by primary and secondary sources from the Clio Library.

Create and use Vincent Tables templates

If you regularly analyse and compare the same types of documents, such as standard employment contracts or initial complaints, you can create and reuse Vincent Table templates to save time and effort.

Create your own template

1. Create a table as you normally would, using the 'Start from scratch' or 'Get help from Vincent' instructions.
2. Modify the table columns to suit your needs. 
   • Optional: Click Edit Columns to change column names, data types, or the specific questions Vincent uses for extraction. 
   • Optional: Click Add Column to create another column that Vincent may have missed. 
3. Click Save as Template.
4. Enter a template name and description.
5. Click Save.

Use templates

As you add documents, a row will be added to the table for each document, and Vincent will analyse your uploaded files to populate the relevant information into your table. Learn about the review table results.

1. From your Vincent home page, select the Document Review with Vincent Tables workflow card.

   Tip: Use the search bar to quickly locate the workflow card.
2. In the Use a template section, choose a template that is relevant to the type of documents you are analysing.
   • Optional: Click Edit Columns to change column names, the data types for each column, and/or to clarify the specific question Vincent will leverage to extract the information.
   • Optional: Click Add Column to create another column that Vincent may have missed.
3. Add the relevant documents using one of these options:
   • Drag and drop the file from your computer into the upload area.
   • Use Select files or folders to browse and add files or folders from your computer.
   • If you are a Clio Manage user, click Select from Documents to find and select any document(s) you previously uploaded to Clio Manage. Select documents, and click Add documents.