In Clio Work, Vincent is your AI legal assistant who understands the context of your matters alongside Clio’s comprehensive legal library. You can ask Vincent to perform legal research, analyze your documents for specific insights, compare laws across jurisdictions, and more. Because Vincent can recognize the nuances of a matter, it can also suggest tailored next actions like creating timelines or identifying relevant research questions.
Add Clio Work to your account
Note: Administrators can sign up for Clio Work and assign licenses to firm users.
Firms currently using Clio Manage can try out Clio Work on a 14-day trial.
- From Clio Manage, go to the main Matter tab and select any matter.
- From the matter’s dashboard, find the Clio Work card and click the down arrow to expand it.
- Click Start free trial.
- Agree to the terms of service and click Start my 14-day trial.
- In Clio Manage, click the Manage AI logo in the header bar at the top of your page.
- For Clio Work, click Try for free.
- Agree to the terms of service and click Start my 14-day trial.
- The banner at the top of Clio will remind you how much time is left of your trial.
Allocate or deallocate Clio Work licenses to users
Once you start your Clio Work trial, you can provide access to the users in your Clio account by assigning licenses to them.
Important: At the end of the trial period, users who are still assigned Clio Work licenses will be converted to paid users. Make sure to set a reminder to revise the Clio Work licenses or to cancel your trial before your trial period ends.
- Go to Settings > Manage Users.
- For the firm user you want to provide access to Clio Work, click the down arrow next to "Edit".
- Click Add to Clio Work.
- Go to Settings > Manage Users.
- For the firm user you want to provide access to Clio Work, click the down arrow next to "Edit".
- Click Remove from Clio Work.
Opt out of Clio Work
If you do not want to continue using Clio Work beyond your trial period, you will need to opt out before your trial period ends in order to avoid incurring additional costs. Once the 14-day trial period is over, you will no longer have access to Clio Work, and your card will not be charged the Clio Work subscription fees.
- Go to Settings > Account and Payment Info > Payment info subtab.
- In the Clio Work Subscription section, click Cancel trial.
- Click Cancel auto-upgrade to confirm.
Learn what Vincent can do
To help you get started, expand your practice area in the list below for suggestions about which workflows you may find useful, and also examples of questions you can ask. These examples can help you to understand how to formulate your own questions when you converse with Vincent, your AI legal assistant. For a guided approach, refer to this guide, which contains one suggested workflow per practice area, along with example documents for your convenience.
Important: Ensure that a qualified professional conducts final legal confirmation and due diligence on all of Vincent's responses.
Corporate/Commercial Law
Suggested prompts
- What are the statutory requirements for forming a [C-corp/S-corp/LLC] in [state]?
- How does piercing the corporate veil work in [state]? Are there recent cases?
- What are the annual filing requirements for corporations in [state]?
Suggested workflows
- Transactional
- Document Review with Vincent Tables
- Analyze a Contract
- Redline Analysis
- Compare Jurisdictions
- Summarize Documents
- Litigation
- Analyze a Complaint
- Docket Research
- Profile a Judge
- Find Similar Matters
- Create a Timeline
Criminal Law
Suggested prompts
- What factors are considered in determining criminal liability for accomplices?
- What are the general standards for granting a motion for a new trial in criminal cases?
- What are the legal standards for the insanity defense?
- What are the prevailing standards for excluding evidence obtained unlawfully?
Suggested workflows
- Transactional
- Build an Argument
- Analyze a Complaint
- Analyze a Deposition
- Docket Research
- Profile a Judge
- Litigation
- Build an Argument
- Analyze a Complaint
- Analyze a Deposition
- Docket Research
- Profile a Judge
Family Law
Suggested prompts
- What factors influence the calculation of child support?
- Under what circumstances can custody or visitation rights be modified?
- What are the procedural requirements for filing a petition for dissolution of marriage?
- What rules govern discovery in family law litigation?
Suggested workflows
- Transactional
- Build an Argument
- Analyze a Complaint
- Analyze a Deposition
- Docket Research
- Profile a Judge
- Litigation
- Build an Argument
- Analyze a Complaint
- Analyze a Deposition
- Docket Research
- Profile a Judge
Personal Injury
Suggested prompts
- How is duty of care defined and analyzed in personal injury cases?
- What defenses are commonly raised in negligence actions?
- What is the standard for admissibility of expert witness testimony in injury cases?
- What are the general principles for tolling statutes of limitation in personal injury cases?
Suggested workflows
- Transactional
- Document Review with Vincent Tables
- Ask a Research Question
- Summarize Documents
- Create a Timeline
- Explore a Collection
- Litigation
- Build an Argument
- Analyze a Complaint
- Analyze a Deposition
- Docket Research
- Profile a Judge
Intellectual Property Law
Suggested prompts
- What constitutes public disclosure that may bar patentability?
- How is "fair use" evaluated in copyright infringement cases?
- How is “reasonable effort” to maintain secrecy assessed in trade secret law?
- What remedies are available across IP regimes—injunctions, damages, disgorgement?
Suggested workflows
- Transactional
- Document Review with Vincent Tables
- Ask a Research Question
- Analyze a Contract
- Redline Analysis
- Compare Jurisdictions
- Litigation
- Build an Argument
- Analyze a Complaint
- Docket Research
- Find Similar Matters
- Profile a Judge
Immigration Law
Suggested prompts
- What factors determine whether an individual may adjust status to permanent residency?
- What legal defenses are typically available in removal proceedings?
- What are the requirements to establish a well-founded fear of persecution?
- How is derivative citizenship established for children?
Suggested workflows
- Transactional
- Document Review with Vincent Tables
- Ask a Research Question
- Compare Jurisdictions
- Summarize Documents
- Create a Timeline
- Litigation
- Build an Argument
- Analyze Pleadings
- Docket Research
- Create a Timeline
- Summarize Documents
Real Estate Law
Suggested prompts
- How is title transferred, and what are the typical requirements for recording?
- What are the standard remedies available to lenders in the event of mortgage default?
- What remedies are typically available to tenants for breach by a landlord?
Suggested workflows
- Transactional
- Document Review with Vincent Tables
- Analyze a Contract
- Redline Analysis
- Compare Jurisdictions
- Summarize Documents
- Litigation
- Ask a Research Question
- Analyze a Complaint
- Create a Timeline
- Docket Research
- Find Similar Matters
Employment Law
Suggested prompts
- What are the legal distinctions between employees and independent contractors?
- What remedies are available to employees for unpaid wages?
- What is the legal threshold for establishing a hostile work environment claim?
- What are the enforceability standards for arbitration clauses in employment contracts?
Suggested workflows
- Transactional
- Document Review with Vincent Tables
- Build an Argument
- Analyze a Contract
- Redline Analysis
- 50-State Survey
- Litigation
- Analyze a Complaint
- Docket Research
- Profile a Judge
- Create a Timeline
- Summarize Documents
Environmental Law
Suggested prompts
- What are the core legal principles governing environmental protection?
- How is liability allocated in multi-party pollution or contamination events?
- What standing requirements must be met in environmental litigation?
- What are the consequences of proceeding with development without a valid environmental permit?
Suggested workflows
- Transactional
- Document Review with Vincent Tables
- Ask a Research Question
- Analyze a Contract
- Compare Jurisdictions
- Summarize Documents
- Litigation
- Build an Argument
- Analyze a Complaint
- Docket Research
- Create a Timeline
- Find Similar Matters
Bankruptcy Law
Suggested prompts
- What are the key distinctions between liquidation and reorganization frameworks?
- How are priority claims classified and treated in a bankruptcy proceeding?
- How are executory contracts treated in bankruptcy?
- What types of debts are typically non-dischargeable?
Suggested workflows
- Transactional
- Document Review with Vincent Tables
- Analyze a Contract
- Summarize Documents
- Create a Timeline
- Compare Jurisdictions
- Litigation
- Analyze a Complaint
- Docket Research
- Create a Timeline
- Find Similar Matters
- Profile a Judge
Estate Planning, Probate, and Elder Law
Suggested workflows
- Transactional
- Document Review with Vincent Tables
- Ask a Research Question
- Analyze a Contract
- Summarize Documents
- Compare Jurisdictions
- Litigation
- Ask a Research Question
- Analyze Pleadings
- Create a Timeline
- Summarize Documents
- Profile a Judge
Tax Law
Suggested workflows
- Transactional
- Document Review with Vincent Tables
- Ask a Research Question
- Analyze a Contract
- Compare Jurisdictions
- Summarize Documents
- Litigation
- Build an Argument
- Analyze a Complaint
- Docket Research
- Create a Timeline
- Summarize Documents
Healthcare and Medical Regulatory Law
Suggested workflows
- Transactional
- Document Review with Vincent Tables
- Ask a Research Question
- Analyze a Contract
- Compare Jurisdictions
- Summarize Documents
- Litigation
- Build an Argument
- Analyze a Complaint
- Analyze a Deposition
- Docket Research
- Create a Timeline
Insurance and Consumer Protection Law
Suggested workflows
- Transactional
- Document Review with Vincent Tables
- Analyze a Contract
- Redline Analysis
- Compare Jurisdictions
- Summarize Documents
- Litigation
- Build an Argument
- Analyze a Complaint
- Docket Research
- Profile a Judge
- Create a Timeline
Administrative, Government, and Regulatory Law
Suggested workflows
- Transactional
- Document Review with Vincent Tables
- Ask a Research Question
- Compare Jurisdictions
- Summarize Documents
- 50-State Survey
- Litigation
- Build an Argument
- Analyze a Complaint
- Docket ResearchFind Similar Matters
- Profile a Judge