Let Vincent Do the Work

When you upload a document to Clio Work, Vincent reads the content and suggests the most relevant actions for that specific file. The suggestions are context-aware, meaning a service agreement produces different tasks than a complaint, an email chain, or a deposition transcript. Select the tasks most relevant to your matter, and Vincent processes each one.

Upload a document and get suggestions

There are three ways you can upload a document and receive suggestions from Vincent. Choose the path that fits your current workflow.

From the Vincent workspace

1. In Clio Work, click Vincent in the left navigation.
2. Select the + icon in the text box.
3. Choose your document source:
   • Add from Manage: select files previously uploaded to Clio Manage
   • File Upload: browse and select files from your computer
   • Folder Upload: upload an entire folder from your computer
   • Upload from Google Drive: select files from a connected Google Drive account
   • Upload from NetDocuments: select files from a connected NetDocuments account
   • Upload from SharePoint: select files from a connected SharePoint account
4. Select your file. Vincent confirms the upload, displays a one-line summary of the document content, and generates suggested tasks.

From Clio Manage: document upload

Use this path when you are uploading a new document directly into Clio Manage and want to analyse it in Vincent immediately.

1. In Clio Manage, click Documents, or navigate to the Documents subtab of a specific matter.
2. Upload your file. When the upload completes, the Upload successful modal appears.
3. Select from the available workflow shortcuts:
   • Analyse: receive suggestions based on your document's content
   • Compare: build a table summarising key differences across multiple documents
   • Summarise: generate a summary of your document
4. Select the relevant Start button to open the workflow in Vincent with your document already loaded.

From a matter in Clio Manage

Use this path when you are working in a matter and want to analyse an existing document without leaving Clio Manage. See Use Clio Work With Clio Manage for full guidance on this access path.

Review Vincent's suggestions

After uploading, Vincent generates tasks specific to your document's content.

• Select individual tasks using the checkboxes. Selected tasks are highlighted in blue.
• Select All to select every suggested task at once
• Select None to clear your selections
• Type a custom instruction in the text box if none of the suggestions match your needs

Start the analysis

1. Review your selected tasks.
2. Select the arrow to submit.
3. Vincent processes each selected task and returns results in the conversation view.

Continue the conversation

After Vincent returns its initial results, you can continue working in the same conversation.

• Type follow-up questions or instructions in the text box at the bottom of the conversation
• Select any suggested follow-up prompts Vincent provides using the checkboxes
• Add additional documents at any point using the + icon

Up Next

• Research and strategy tasks: see Start and Guide Conversations in Clio Work to direct Vincent using workflow tasks and custom prompts for tasks that do not begin with a document upload