Set Up Clio Work Skills

Clio Work Skills are reusable instruction sets that tell Vincent how your firm performs specific legal tasks. For example, you can create and use skills dedicated to common work like drafting demand letters, building case timelines, conducting due diligence, and preparing for depositions. By saving your firm's preferences, terminology, and standard structures into a skill, you get more consistent results without needing to provide the same prompts and context to Vincent each time you start a conversation.

Browse the Skills Library

The Skills Library is where you browse, add, edit, and create skills. You can access it from the Vincent home page in Clio Work and is organised into three areas: General, Skills, and Skills Library.

1. In Clio Work, click Vincent in the left navigation panel.
2. On the Vincent home page, in the top right, click Customise.
3. Use the subtabs to navigate between General, Skills, and Skills Library.

   • General: Set firm-wide context and details that applies to every Vincent conversation and/or personal context and details. Fields and variables include your Preferred Name, the Practice Areas, Default Jurisdiction(s), whether to use Agentic mode, and instructions. You can use the instructions describe how Vincent should approach your responses, such as preferred tone, citation style, or formatting standards.

     Note: If a personal instruction conflicts with an instruction for the organization, the personal instruction will take precedence.
   • Skills: View and manage the skills currently available to Vincent in your firm. This includes any skills you have added from the Skills Library and any custom skills you have created. You can edit, rename, or remove a skill from this section.
   • Skills Library: Browse pre-built skills organised by category, including Practice Management, Litigation, Transactional, and Drafting. Each skill in the library includes a brief description and an Add button to make it available to Vincent.

Add skills from the Skills Library

Adding a skill from the Skills Library makes it immediately available to Vincent for use in conversations.

1. In Clio Work, click Vincent in the left navigation panel.
2. On the Vincent home page, in the top right, click Customise.
3. Select the Skills Library subtab.
4. Browse the available skills.
5. Locate the skill you want to add and click Install.

When you the Skills subtab, the skill now appears in your active skills list where you can then edit the skill to better reflect your firm's specific preferences and processes.

Delete a skill from the Skills Library

You can delete any skills you added to your Skills Library (either newly created skills or skills added from the Skills Library) if they are no longer useful. Maintaining an organised Skills Library ensures that Vincent only uses skills that are currently relevant to your firm's needs.

Edit skills

Skills are written in a structured format that Vincent reads each time the skill is activated. You can edit a skill to refine its description, adjust its capabilities, or tailor it to your firm's specific practice areas, jurisdictions, or workflows.

1. In Clio Work, click Vincent in the left navigation panel.
2. On the Vincent home page, in the top right, click Customise.
3. Select the Skills subtab.
4. Select the skill you want to edit from the list.
5. Update the skill content in the editor. You can modify sections such as the description, conditions about when to use the skills, and any other instructions.
6. Optional: Select Add condition to specify when the skill should be activated.
7. Optional: Select Add sub-skill or Add asset to extend the skill with related instructions or reference materials.
8. Optional: Update who the skill should be visible to by clicking the dropdown next to the skill name. You can choose between Inactive, Published・Just me, Published・Organization.
9. Select Save to apply your changes.

Create custom skills

If a pre-built skill does not match your firm's needs, you can create your own custom skill. There are two ways to do this: write the skill directly, or ask Vincent to help you build it.

Create new skills

This option gives you full control over the skill's structure and instructions.

1. In Clio Work, click Vincent in the left navigation panel.
2. On the Vincent home page, in the top right, click Customise.
3. Select the Skills subtab.
4. Select the + icon.

5. In the New Skill modal, enter a Name and brief Description.

   Tip: Choose a name that clearly identifies the task the skill performs to make it easy to find and use for specific scenarios. Add a description that makes it easy for others at the firm to understand what the skill does.
6. Click Create.
7. Use the editor to write the skill's full instructions, including capabilities, conditions about when to use the skills, who the skill should be visible to, and any required formatting or output standards.
8. Select Save.

Build skills with Vincent

If you prefer guided support, you can ask Vincent to help you build a skill. Vincent will ask a series of questions about the skill's purpose, jurisdiction, expected inputs, and expected outputs, and then generate the skill for you.

1. From the Vincent home page, type a request describing the skill you want to build.
   • For example: Help me write a skill for drafting a demand letter.
2. Answer Vincent's follow-up questions.
3. Wait for Vincent to generate the skill and any related assets. Once complete, the skill will be available in your Skills Library.
4. Optional: Open the skill in the Skills Library to review and edit it.

Use skills in a conversation

Once a skill is added to your Skills Library, Vincent can activate it automatically when a prompt, question, or instruction matches up with the skill's purpose. For example, if you type a request like Draft a demand letter for a client who slipped on an unmarked wet floor at a New York store and you previously created a skill for such a purpose, Vincent will use the skill to generate the letter.

You can also manually select a skill before starting a conversation.

1. Prior to starting your conversation or a prompt, click the + for the prompt text box.
2. Select Skills.
3. Select the relevant skill.

You can then continue your conversation with Vincent, knowing that you have indicated that Vincent should use the skill when providing you with a response.