When you need to understand how two documents relate, the Compare Documents workflow generates a structured side-by-side analysis. Vincent AI can identify key differences and disputed positions across opposing filings or document versions. The results give you a focused starting point before you begin your review. This article covers the comparison output and available analysis tasks.
Important: All Vincent AI output requires final review and due diligence by a qualified legal professional before use in litigation strategy, negotiations, or court proceedings.
Upload documents and start the comparison
When you upload two documents, Vincent identifies the relationship between them and generates a structured comparison automatically. No task selection is required for the initial output. After the comparison is generated, a synthesis statement and a set of tasks appear for further analysis.
- In Clio Work, click Vincent in the left navigation.
- Upload two documents. For upload instructions, see Analyze Legal Documents in Clio Work.
- Review the comparison table and synthesis statement Vincent has generated.
- Select any tasks for further analysis and click the arrow to submit.
Understand the comparison output
Vincent generates three output elements automatically before any task is selected.
Document relationship note
Statement above the comparison table identifying the relationship between the two documents. For opposing filings, Vincent identifies the documents as separate filings and notes the dispute context. For versions of the same document, Vincent identifies them as versions of the same filing and notes that only material differences are highlighted.
Comparison table
A three-column table compares the two documents side-by-side. The first column identifies the topic or issue. The second and third columns contain Vincent's analysis for each document, with inline linked citations to the source page. When documents are opposing filings, the first column header is Topic, and rows cover the full range of disputed positions. When documents are versions of the same filing, the first column header is Issue, and rows cover only material differences between the versions.
Synthesis statement
A paragraph below the comparison table that summarizes the central dispute or key differences. For opposing filings, this is labeled Key takeaway. For document versions, this is labeled Bottom line.
Tasks and outputs
Vincent generates tasks based on the document types, their relationship to each other, and the matter context. The tasks below are representative of what you may see after the initial comparison is generated.
Extracts and analyzes all causes of action across both documents.
Extracts a chronological sequence of facts drawn from both documents, with verbatim quoted passages and linked page references.
Proposes defenses to each claim. Vincent asks which party you represent before generating output.
Drafts a questionnaire of factual questions to ask your client, scoped to the matter context. Vincent asks which party you represent before generating output.
Identifies every individual and organization referenced across both documents. Output is a seven-column table: sequential entry number, entity name, functional role, detected aliases, short description of involvement, associated documents, and linked source citations.
Identifies all named parties with their legal role and relationships to other parties. Output is a three-column table: full legal entity name, procedural role, and corporate structure and relationships, with inline page citations.
Summarizes all relief sought across both documents, with pinpoint citations.
Produces a side-by-side chart of disputed facts, legal arguments, and requested outcomes across two opposing filings. This task appears when the uploaded documents are different filings.
Identifies differences in allegations, tone, factual assertions, cited authorities, requested relief, and any incomplete or truncated sections that may need to be reconciled before filing. This task appears when the uploaded documents are versions of the same filing.
Identifies missing evidentiary support, weak points in each side's factual showing, and a checklist of documents and testimony needed before the hearing.
Drafts a concise hearing outline covering key issues, likely judicial questions, admissions, credibility points, and rebuttal themes for either side. This task appears when the uploaded documents are different filings.
Generates research memos based on the documents' governing law. These tasks vary by matter and jurisdiction and may not appear for every comparison.
Each memo is organized into the following sections:
- Short response
- Summary
- Background and relevant law
- Detailed analysis
- Exceptions and caveats
- Conclusion
- Legal authorities source extracts, relevance scores, and citations, filterable by case, statute, regulation, administrative decision, and secondary source
Note: Tasks shared with other document analysis workflows, such as Claims, Timeline, and Defenses, produce the same output formats documented in Analyze Complaints in Clio Work.
Work with the results
Navigate to source passages
Select any linked page number in the comparison table to open the exact location in the source document. Verify context before relying on output in a brief, motion, or negotiation.
Save to Legal Pad
Select the Legal Pad icon in the response footer to save output to Legal Pad. From Legal Pad, you can edit, annotate, and save content directly to Clio Manage.
Continue the conversation
Use the Ask any follow-up question text box to request additional analysis or ask Vincent questions about the comparison. For example:
- Which factual disputes are most likely to determine the outcome?
- Summarize the key differences between the two versions in plain language for a client update.
- What evidence would most effectively counter the opposing position?
Up Next
- Build your litigation strategy: see Build Arguments in Clio Work to develop a structured legal position from the comparison produced here
- Large-scale document review: see Review Documents With Vincent Tables to extract structured data across multiple documents simultaneously
- Research the law: see Ask Research Questions in Clio Work to go deeper on any jurisdiction-specific question surfaced during the comparison