From Clio Work, Vincent's workspace is your starting point for every research session, document analysis, and argument. You can use this guide to become familiar with the workspace layout and to identify the right workflow for your current matter.
Important: For details on how Clio Work and Vincent AI handle your data, including data residency, see Compliance.
Tip: To build and verify your Clio Work skills, explore the Clio Work Certified Expert program on Clio Academy. Learn more here.
Note: Clio Work access is managed separately from your other Clio permissions. To grant or adjust access to Clio Work on your team, see Set Up and Manage Clio Work Access.
Navigate Clio Work
The left navigation provides access to the following.
- Vincent: Your workspace for all conversations, workflows, and document analysis.
- Library: Direct access to the Clio Library for manual research without starting a Vincent conversation.
- Draft: Access to Clio Draft for document automation and template-based drafting. See Get Started With Clio Draft for full guidance.
- Docket: Search for court dockets and documents, view case details and party information, track cases, and export docket reports across U.S. federal and state courts. See Clio Docket for more information.
Understand the Vincent workspace
When you click Vincent in the left navigation, the home page provides three areas to start or continue your work.
- Text box: Type a question or instruction directly to Vincent, or use voice input. Select the + icon to add documents, folders, or connected DMS sources, and to access the Agentic Mode toggle.
- Workflows: Below the text box, use the Research, Analyze, and More Workflows options to browse and select workflows for specific tasks.
- Recent conversations: Below the workflow options, view and reopen previous sessions with Vincent.
You can also navigate to settings for Vincent by clicking Customize where you can tailor Vincent to your firm by setting general preferences and managing skills.
Find your workflow
Vincent organizes workflows into three access points.
- Research: Select the Research dropdown for research and strategy workflows like asking research questions, building arguments, and comparing jurisdictions.
- Analyze: Select the Analyze dropdown for document analysis workflows like analyzing, summarizing, and comparing various legal documents, creating timelines, and doing redline analyses.
- More Workflows. Select More Workflows to open the full workflow panel. Use the filter tabs to help you find specific workflows.
Choose your first workflow
Your entry point into Vincent depends on where you are in the matter lifecycle.
- New matter, no documents yet: See Ask Research Questions in Clio Work
- Documents in hand, need analysis: See Analyze Legal Documents in Clio Work
- Preparing for court or a transaction close: See Build Arguments in Clio Work
- Comparing laws across states or jurisdictions: See Compare Jurisdictions in Clio Work
- Exploring by practice area : See Explore Vincent by Practice Area
Skills
Skills are reusable instruction sets that tell Vincent how your firm performs specific legal tasks, so you get consistent results without re-explaining preferences and context in every conversation.
- Use a skill automatically: Vincent can activate a matching skill on its own when a prompt or instruction lines up with the skill's purpose.
- Select a skill manually: Click Skills in the text box to choose a skill before starting your conversation with Vincent.
To browse, add, edit, or create skills, see Set Up Clio Work Skills.
Connect a matter to a conversation
Selecting a matter before starting a conversation gives Vincent context about the matter by way of the matter’s communications, tasks, calendar events, deadlines, notes, time entries, documents, and document metadata. In addition, selecting a matter ensures the conversation is logged to the correct client file. If your firm also uses Clio Grow and you want to have a conversation specifically about information in Clio Grow, you can still provide context to Vincent about the matter or contact directly in your conversation, even without selecting a Clio Manage matter.
From the Vincent home page, click Select Matter above the text box, then search for and select the relevant matter before you begin your conversation.
Tip: Selecting a matter is optional but recommended. Without a matter association, Vincent cannot access your matter-specific data, log the conversation to a client file, or build matter memory across sessions.
Up next
- Start your first conversation: see Start and Guide Conversations in Clio Work to begin using a workflow task or a custom prompt.
- Customize Vincent for your firm: see Set Up Clio Work Skills to set firm preferences and manage the skills Vincent uses in conversations.
- Improve response quality: see Improve Vincent's Response Quality for guidance on getting consistent, precise outputs from Vincent.