The Analyze Pleadings workflow generates a structured analysis of your pleadings to help you get oriented before drafting your response. Vincent AI can identify claims, defenses, parties, and factual sequences from the document. The results give you a structured starting point before you begin drafting. This article covers how to select analysis tasks and work with the results.
Important: All Vincent AI output requires final review and due diligence by a qualified legal professional before use in litigation strategy, pleadings, or court proceedings.
Select and run tasks
When you upload pleadings, Vincent classifies each document automatically based on its content and generates a set of tasks. US-style complaints and UK particulars of claim are treated as the same document type. Each task appears as a selectable card on the screen. You can run tasks individually or select several to process simultaneously.
Important: The Compare Pleadings task requires at least one particular of claim and at least one defense or counterclaim. If Vincent does not recognize an uploaded document, confirm it clearly reflects its intended role and try again.
- In Clio Work, click Vincent in the left navigation.
- Upload your pleadings. For upload instructions, see Analyze Legal Documents in Clio Work.
- On the Analyze Pleadings screen, review the tasks Vincent has generated.
- Select the tasks relevant to your immediate work. You can select multiple tasks and run them together.
- Click the arrow to submit.
Tasks and outputs
Vincent generates tasks based on the document type and matter context. The tasks below are representative of what you may see when you upload pleadings.
Performs a side-by-side analysis of the particulars of claim and defence or counterclaim. Requires at least one document of each type. Vincent classifies documents automatically. US-style complaints are treated as particulars of claim.
Extracts a chronological sequence of facts from the pleadings. Each entry identifies the date or time period, describes the event, quotes the relevant passage verbatim, and links to the source page in the document viewer.
Identifies every individual and organization referenced in the pleadings. 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.
Work with the results
Navigate to source passages
Select any linked page number in the source citation to open the exact location in the pleading. Verify context before relying on output in a motion, brief, or client communication.
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 pleadings. For example:
- Summarize the key points of difference between the claim and the defense.
- Which factual allegations in the claim are not addressed in the defense?
- Draft a list of documents needed to support the defense position.
Up Next
- Build your litigation strategy: see Build Arguments in Clio Work to develop a structured legal position from the analysis produced here
- Witness preparation: see Analyze Depositions in Clio Work to match pleading facts to deposition testimony
- Research the law: see Ask Research Questions in Clio Work to research the legal standards applicable to the claims identified here