Vincent AI supports workflows tailored to the most common legal tasks in your practice area. You can use this guide to identify relevant workflows and example prompts organized by practice area, then follow the links to begin working with Vincent in Clio Work.
Expand your practice area below to view suggested workflows and example prompts. Each workflow name links to a dedicated step-by-step guide. If your practice area spans both transactional and litigation work, review both sections to identify the workflows most relevant to your current matter.
Clio Work practice area guides
These guides show you how to use Clio Work to streamline your practice and get to reliable answers faster.
- Wills and Estates
- Criminal Law
- Personal Injury
- Family Law
- Real Estate
- Corporate and Business Law
- Employment and Labor Law
- Bankruptcy and Debt
- Immigration Law
- Intellectual Property Law
- Environmental Law
- Tax Law
- Healthcare and Medical Regulatory
- Insurance and Consumer Protection
- Administrative, Government and Regulatory
- Civil Litigation
- General Practice
- Workers' Compensation
Practice area workflows and example prompts
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
- Litigation
- Analyze a Complaint
- Docket Research
- Profile a Judge
- Find Similar Matters
- Create a Timeline
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
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
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
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
- Litigation
- Build an Argument
- Analyze a Complaint
- Docket Research
- Find Similar Matters
- Profile a Judge
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
- Litigation
- Build an Argument
- Analyse Pleadings
- Docket Research
- Create a Timeline
- Summarise Documents
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
- Litigation
- Ask a Research Question
- Analyse a Complaint
- Create a Timeline
- Docket Research
- Find Similar Matters
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
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
- Litigation
- Build an Argument
- Analyse a Complaint
- Docket Research
- Create a Timeline
- Find Similar Matters
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
- Litigation
- Analyze a Complaint
- Docket Research
- Create a Timeline
- Find Similar Matters
- Profile a Judge
Suggested prompts
- What are the requirements for a valid will in [state], and what circumstances can lead to a successful will contest?
- How does a revocable living trust differ from a testamentary trust, and when is each typically used?
- What are the Medicaid planning considerations for long-term care in [state]?
- What fiduciary duties does an executor owe to beneficiaries during probate administration?
Suggested workflows
- Transactional
- Litigation
- Ask a Research Question
- Analyze Pleadings
- Create a Timeline
- Summarize Documents
- Profile a Judge
Suggested prompts
- What are the federal tax consequences of a like-kind exchange under IRC Section 1031?
- How is basis calculated for inherited property, and how does the step-up rule apply?
- What penalties apply to failure to file or failure to pay federal income tax, and how are they calculated?
- What are the tax treatment differences between an asset sale and a stock sale in a business acquisition?
Suggested workflows
- Transactional
- Litigation
- Build an Argument
- Analyze a Complaint
- Docket Research
- Create a Timeline
- Summarise Documents
Suggested prompts
- What are the HIPAA requirements for the use and disclosure of protected health information?
- What standards govern informed consent in medical procedures, and how do they vary by state?
- How is corporate practice of medicine doctrine applied, and which states impose the strictest restrictions?
- What are the Stark Law and Anti-Kickback Statute exceptions most relevant to physician group practice arrangements?
Suggested workflows
- Transactional
- Litigation
- Build an Argument
- Analyse a Complaint
- Analyze a Deposition
- Docket Research
- Create a Timeline
Suggested prompts
- What is the duty to defend and how does it differ from the duty to indemnify in liability insurance coverage disputes?
- What standards govern bad faith insurance claims handling, and how do courts assess insurer conduct?
- What are the elements of a consumer protection claim under [state] UDAP statutes?
- How are exclusion clauses interpreted in insurance policies, and what is the reasonable expectations doctrine?
Suggested workflows
- Transactional
- Litigation
- Build an Argument
- Analyze a Complaint
- Docket Research
- Profile a Judge
- Create a Timeline
Suggested prompts
- What procedural requirements govern agency rulemaking under the Administrative Procedure Act?
- What is the standard of review for judicial review of agency decisions, and how has it evolved after recent Supreme Court decisions?
- What due process requirements apply to agency adjudications that affect individual rights or licenses?
- How is standing established in challenges to federal agency action?
Suggested workflows
- Transactional
- Litigation
- Build an Argument
- Analyze a Complaint
- Docket Research
- Find Similar Matters
- Profile a Judge