Clio for Word

With Clio for Word, you can bring Clio's drafting and AI capabilities directly into Microsoft Word. The add-in lets you build templates, draft documents, and access Vincent AI without switching between applications.

Understand Clio for Word

Clio for Word is a single Microsoft Word add-in that delivers different capabilities depending on your subscription. After you sign in, the add-in automatically surfaces the features available to you.

Clio Work and Vincent for Enterprise: Access Vincent AI directly in Word to review, revise, and draft documents. Vincent can propose changes as native Word Track Changes (redlines) that you accept or reject individually, or you can allow Vincent to make changes to your document without your intervention.

Install Clio for Word

Install the Clio for Word add-in from Microsoft AppSource directly within Microsoft Word.

1. Open Microsoft Word on your computer.
2. In the Home ribbon, click Add-ins.
3. Search for Clio for Microsoft Word.
4. Click Add next to the add-in.
   • A panel opens on the right side of your Word window.
5. Sign in to Clio by following the on-screen prompts.
   • You may be asked to allow Clio access to your Microsoft Word account.

Draft documents using Vincent

With a Clio Work or Vincent for Enterprise subscription, you can use Vincent to review, edit, and draft documents directly in Word.

1. Open a document in Microsoft Word.
2. In the Home ribbon, click Clio for Microsoft Word to open the add-in panel.

3. In the add-in panel, type a prompt in the text box to prompt Vincent to create or update your word document a conversation with Vincent. You can also simply converse with Vincent if you need immediate context for a document you are working on.

   You can toggle between Tracked Changes and Direct Edits depending on whether you want to review Vincent AI’s suggestions in your document or whether you just want the changes applied to the document immediately.

   Example prompts for drafting a new document

   • "Draft a demand letter for a personal injury matter involving a slip and fall at a commercial property."
   • "Create a retainer agreement for a family law matter. The client is Jane Smith and the firm's hourly rate is $350."
   • "Draft a motion to dismiss based on lack of personal jurisdiction."

   Example prompts for updating an existing document

   • "Rewrite the indemnification clause in plain language."
   • "Review this agreement and flag any clauses that may expose the client to undue risk."
   • "Update the date references throughout this document from 2024 to 2025."
   • "Restructure the argument section so the strongest point comes first."

    

   Tip: Once you have started a conversation with Vincent in your Clio for Word add-in panel, you can also ask Vincent to revise specific portions of your document.

   1. Select the relevant text in your document, then right-click (Windows) or Command+click (Mac).
   2. Select Vincent AI, then choose the relevant option from the list — for example, to rephrase, fix grammar, expand, condense, or modify the tone. If you need a specific modification that is not available in the menu, you can type your request in the conversation with Vincent.

   Example prompts for getting legal context while you draft

   You can also use your Clio for Word add-in to get context from Vincent as you work on your document. Vincent will answer these types of prompts without editing your document.

   • "What are the key elements I need to establish for a negligence claim in California?"
   • "Summarize the notice requirements for non-compete agreements in Texas."
   • "What are the federal pleading standards under Twombly and Iqbal that I should keep in mind for this complaint?"
   • "Are there any recent changes to discovery rules in federal court I should be aware of?"

    

   Note: You can also upload or select documents in your conversation with Vincent AI by clicking the + in the prompt text box. This does not open the document in Word, but allows Vincent access to the document for context or questions, or as a guideline for drafting.

4. Review Vincent AI's drafts or changes.
   • If you chose Tracked Changes mode, Vincent AI will propose edits as native Word redlines in your document. You can accept or reject the suggested edits using Word's standard Track Changes controls.

Learn more about working with Vincent, including a general overview of Clio Work and Vincent, how to start and guide conversations, and how to save Vincent's relevant response back to Clio.