Clio's product suite and features are your comprehensive, powerful solution for all your practice management needs. This curated checklist will help you get started quickly in Clio Work.
Set up your workspace
In this checklist, you will be setting up your Clio Work environment so that Vincent AI has the context it needs to deliver relevant research and analysis. Take the time to verify your account settings before your first session to ensure your default jurisdiction is correct and your conversations are logged to the right matter.
- Verify your mailing address and account information in Clio Manage, as this sets your default research jurisdiction.
- Manage your Clio Work subscription and user licences (administrators).
Note: If you also use Clio Manage, your matters, contacts, and documents are available in Clio Work when you select a matter before starting a conversation with Vincent.
Learn the workspace
Before starting your first conversation, familiarise yourself with Vincent's workspace layout, including how to navigate workflows, access conversation history, and connect a matter.
- Navigate Vincent in Clio Work: locate workflow cards, review conversation history, add documents, and connect conversations to matters.
- Start and guide conversations with Vincent AI: including understanding prompts and responses, and how to manage the conversation outputs.
- Understand the two interaction modes: Agentic Mode (describe the outcome you want and Vincent plans the steps) and Classic Mode (select a workflow card and guide each step manually). Learn more in Start and Guide Conversations in Clio Work.
Research and analyse
The following topics will help you conduct legal research, analyse documents, and build arguments using Vincent AI and the Clio Library.
- Ask research questions in Clio Work: perform jurisdiction-specific legal research backed by cited primary and secondary sources from the Clio Library.
- Analyse legal documents in Clio Work: upload and analyse contracts, complaints, depositions, and other files for AI-powered extraction and review.
- Build arguments in Clio Work: combine your matter-specific documents and legal research into a structured legal position for motions, briefs, and strategy memos.
- Compare documents and use Vincent Tables in Clio Work: compare key details across multiple files or extract structured data at scale across up to 500 documents.
Use the Clio Library
The Clio Library provides access to over one billion primary law sources, dockets, and secondary materials. You can search the Library directly or access it through Vincent's research responses.
- Search and filter in Clio Library: find case law, statutes, regulations, and secondary sources using keywords, Boolean, and advanced search.
- Understand case law analysis and citators: verify whether case law remains good authority using colour-coded treatment indicators and precedent maps.
Take Clio Work on the go
Access Vincent from your mobile device to continue conversations, ask research questions, and review results when you are away from your desk.
- Use Clio Work on mobile: install the Vincent by Clio app, start conversations, and enable voice input on iOS.
Go further
When you are comfortable with the basics of Clio Work, you can explore additional resources to get more out of Vincent AI.
- Explore Vincent by Practice Area: find suggested workflows and example prompts organised by 14 practice areas
- Learn how to Write Effective Prompts for Vincent.
Next Steps
If you also use Clio Manage, refer to Get Started: Learn the Basics of Clio Manage.
Now that you are on your way, consider taking a deeper dive with a Clio Live Training session or Clio Academy course.