Once you have identified relevant authorities in Clio Library, you can share documents with colleagues, export citations to a reference manager, or download documents to upload directly to a matter in Clio Manage. Keeping research linked to the matter record ensures your team uses the same verified sources.
Share a document
You can share any document in Clio Library via email, social media, or a direct link. Share options are accessed from the document viewer toolbar.
- Open a document in Clio Library.
- In the top-right toolbar, click the share icon.
- Select a share method:
- Email: Sends a link to the document. Recipients are notified from no-reply@vlex.com.
- LinkedIn, Facebook, or Twitter: Posts a link to the document on the selected platform.
- Link to page: Copies a direct URL to the document.
- ID vLex: Copies the document's unique vLex identifier for internal reference.
Export to a reference manager
Reference managers allow you to import citations directly into writing software such as Microsoft Word.
Note: Always review imported citations for style and accuracy before including them in a filing or memorandum.
- Open a document in Clio Library.
- In the top-right toolbar, click the share icon.
- Under Reference Managers, select your preferred option:
- RefWorks: Opens the RefWorks website in a new tab. Sign in to import the citation directly.
- RIS (EndNote): Downloads a RIS file to your computer. Import it from the Import References menu in EndNote Desktop or EndNote Online.
Download and save documents
You can download documents from Clio Library to save locally or upload to a matter record in Clio Manage.
Tip: Create a dedicated folder within the matter's Documents tab for research materials. This keeps verified authorities organized and accessible to everyone working on the file.
- Open a document in Clio Library.
- In the top-right toolbar, click the download icon.
- Click to download in PDF or DOCX.
- Save the file to your preferred location.
Connect research to a matter in Clio Manage
Downloaded documents can be uploaded directly to a matter record in Clio Manage, keeping your research findings connected to the file.
Note: Attaching verified research directly to the matter record can reduce the risk of using outdated or unverified authority in subsequent work. When multiple attorneys contribute to a matter, a shared document folder ensures everyone cites the same verified sources.
- In Clio Manage, open the relevant matter.
- Navigate to the Documents tab.
- Upload the downloaded file to the matter record.
Up Next
With your research complete and connected to the matter, you can use Vincent AI to analyze those documents in context. See Analyze Legal Documents in Clio Work.