Search and Filter in Clio Library

Legal research is a necessary part of a legal practitioner's role, but it is also often time-consuming. Clio Library, powered by vLex and available through Clio Work, helps you reduce non-billable hours by streamlining the review and analysis of legal documents. It works seamlessly with Vincent in Clio Work to provide powerful research tools.

Get started with Clio Library

Clio Library is a legal research tool that provides access to a vast collection of legal and regulatory information. Regardless of your practice area, you can use the Clio Library to streamline legal research, gain a deeper understanding of legal issues, and find relevant documents from more than one hundred countries.

  1. In the top left corner of Clio Manage, pick Clio Work from the dropdown menu.
  2. Select Library from the left navigation panel.

 

Search and browse options

You can find documents in the Clio Library using a simple search, an advanced search, or by browsing content.

Simple search
Use the main search bar for broad searches or to access documents you already know.
Browse content
The Browse menu is an index of all Clio Library content, allowing you to filter by jurisdiction, content type (such as case law or legislation), courts, or categories of law.
Advanced search
You can use an advanced search for focused, detailed, or complex searches. You can add search terms to specific fields and define parameters to narrow your results.

 

Boolean operators and search syntax

When searching Clio Library, you can use Boolean operators and search syntax to make your searches more precise and get the best results possible.

Operator or syntax Purpose
a AND b Tells the search engine to find both terms.
a OR b Finds results with either or both terms.
a AND NOT b Excludes all results with the second term.
"Abc" Finds the exact term or phrase.;
[a b c] Searches for the words in an automatic proximity of twenty words.
[a b c]/N Customises the proximity (e.g., [contract employee]/5 will find results where the words are within five of each other)

 

Explore Clio Library document types

The Clio Library provides access to a wide range of document types to support your legal research. You can find these documents using the simple search bar, advanced search filters, or by browsing the content. 

Case law

The Clio Library has one of the largest global collections of case law available online. You can search by entering your terms into the search bar and applying the Cases filter, or by filtering through the Browse menu.

Legislation

You can use Clio Library to access and research legislative documents. Next to the title, you will immediately see if it is in force or if the legislation has been repealed.

Books and journals

The Clio Library offers an extensive collection of legal books and journals, offering authoritative guidance for your research. Select a book to view the table of contents.

Official journals and news

You can access official journals or gazettes alongside legal news. The main source of news is the Newsfeed, which you can personalise with SmartTopics.

Dockets

Dockets are court records that provide detailed information on litigation and its history. You can use dockets to access and analyse litigation history, case information, and filing trends.

Practice notes and key number topics

Clio Library provides practical research guides (Practice Notes) and the Key Number System for organising Canadian case law.

 

Navigate and filter search results

The results page displays documents matching your query. This section explains how to interpret search results and refine them quickly using filters.

Understand the results page

The results page is organised into three columns. 

  • Left column: Provides options to refine your search results by content, jurisdiction, and date range, or to search within the results.
  • Center column: Displays search results documents.
  • Right side column: Displays additional information that depends on the document type. In the top right, you can add the document to a folder, create an alert, or download the document. For more information, see Manage Documents in Clio Library.

 

Refine search results

Search results are organised automatically by relevance, but you can refine them further. 

  • Reorder results: Use the menu at the top right of the main Documents column to reorder your results. Sort by Most Cited, Most Recent, Relevance, and Most Visited.
  • Matching paragraphs: The Document Preview displays a paragraph from the case that matches your search terms. Click the Show matching paragraphs icon to view more sections that match your search terms.

 

 

Apply filters

Both the general search results page and the Vincent results page display a variety of filters on the left side.

  • General filters: Available filters include Search in results (for searching within results), Content type, Jurisdiction, and Date.
  • Jurisdiction-specific filters: These filters appear for specific regions and include Court, Reported series, and Category.
  • Cited Authorities filter: This filter allows you to see only documents that cite a specific authority. To use this filter:
    1. Select Cited Authorities.
    2. Check the boxes next to the authority or authorities you want to include.
    3. Choose any or all of the selected values at the bottom of the pop-up.
    4. Click Apply.

 

Integrate your documents

The Clio Library enables you to securely connect your existing cloud storage service (such as Dropbox or Google Drive), allowing you to search across your personal documents. Once integrated, the Clio Library can analyse your documents and enrich them with links and annotations. 

  • Sync a cloud storage service: Upload your documents to a cloud storage service of your choice. Then, connect your file hosting service to the Clio Library Cloud.
  • View synced documents: To see a list of the documents you have synced, click the link on the corresponding card on your Home page. 

 

Search your own documents

After your documents are integrated with the service, you can search across them using the following methods: 

  • Advanced Search: Use the Advanced Search feature to search across your documents using any of the available filters. Select the relevant file content type from the various content options. 
  • Search Filters: After running any search, your own documents will be listed as one of the document types on the left-hand side of the screen. You can choose to include or exclude them, just as you would with other document categories. 

 

Manage and organise documents 

With the Clio Library, you can manage your legal documents by creating folders, sharing research with your firm, and customising your viewing experience. 

Create and use folders

Folders help you organise research projects by client name or general area of law. You can create a folder for each research project. 

  1. Go to Folders in the left navigation panel. 
  2. Click + New Folder. 
  3. Name the folder and click Create.
  4. When viewing a document, click the Add to folder icon in the top right and select the appropriate folder. 

 

Share documents

You can share documents with other firm users via email, social media, or reference managers. You can also use document links and ID Clio numbers to quickly find and share documents with other users. When sharing documents via email, recipients are notified via email: no-reply@vlex.com  

 

Integrate with reference manager

Reference managers are valuable integrations for researchers who prefer to keep their citations in dedicated software. 

Note: Reference managers are compatible with writing software such as Microsoft Word. Be sure to check your writing for style and accuracy as you create your references.
  • RefWorks: Selecting this option opens the RefWorks website in a new tab, where you can sign in to import the citation directly.
  • RIS (EndNote): This option downloads a .ris file to your computer. You can use this file to upload the citation information from the Import References menu in EndNote Desktop or EndNote online.

 

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