Get started
The following videos will help you become familiar with Clio Work and Agentic Mode before moving on to specific tasks.
Get Started with Clio Work
With Clio Work, you can bring research, document analysis, and drafting into one place. In this introduction, get an overview of your workspace and how Vincent AI analyzes documents, builds timelines, answers research questions grounded in real law, and creates first drafts. See Get Started With Clio Work to learn more.
Leverage Agentic Mode in Clio Work
With Agentic Mode, Vincent AI plans and executes tasks based on the outcomes you describe. Learn how to get the most out of Agentic Mode while drafting documents, emails, and memos using context from your matters, documents, and the Clio Library. See Start and Guide Conversations in Clio Work to learn more.
Legal research
Ask research questions and run authority-backed research across jurisdictions with Vincent AI.
Conduct Legal Research Using Agentic Mode in Clio Work
With Vincent AI's agentic mode, you can turn a single outcome-focused prompt into a full research memo. Agentic Mode reads your matter documents, builds and runs a research plan grounded in the Clio Library, and returns sourced authorities for refinement in Legal Pad. See Start and Guide Conversations in Clio Work and Ask Research Questions in Clio Work to learn more.
Ask a Research Question in Clio Work
When researching with Vincvent AI in Clio Work, you can pose a general legal research question, and Vincent will pull the answer into an ongoing conversation, drawing on thousands of cases and documents. See Ask Research Questions in Clio Work to learn more.
50-State Survey Workflow in Clio Work
Learn how to run one legal question across all 50 states and federal law in a single table, with drill-down memos, cited authorities, and confidence scores.
Verify Case Law with CERT Citator in Clio Work
Before you cite a case in a brief or motion, you need to know it's still good law. See how the Cert Citator flags treatment directly inside your Clio Work research results, then dive into Clio Library to understand the color-coded treatment indicators.
Document analysis
Extract data, compare versions, and pull key terms across your documents.
Contract Analysis with Agentic Mode
In Clio Work, Agentic Mode chains multiple workflows and prompts toward a defined end goal during contract analysis. After this video, you will understand how Vincent AI conducts contract analysis with Agentic Mode.
Analyze Legal Documents in Clio Work
After this session, you will understand how to analyze documents and extract data by pulling key citations, with a suggested analysis type for each file. See Analyze Legal Documents in Clio Work to learn more.
Analyze a Contract in Clio Work
Learn how to extract clauses such as termination, indemnification, and payment terms, flag each party's obligations and deadlines, and save results to Clio Manage. See Analyze Contracts in Clio Work to learn more.to learn more.
Analyze a Complaint in Clio Work
Learn how to get a detailed look at how to break a complaint into claims and sections, build a timeline, propose defenses, and summarize arguments in plain language. See Analyze Complaints in Clio Work to learn more.
Compare Documents in Clio Work
With the compare documents workflow in Clio Work, you can extract key data into a comparison table or build your own from specific queries or a Clio template. See Compare Documents in Clio Work to learn more.
Document Review with Vincent Tables in Clio Work
In this session, learn how to extract structured data across many documents at once, starting from a blank table, a plain-language prompt, or a prebuilt template. See Review Documents With Vincent Tables to learn more.
Redline Analysis in Clio Work
In this session, learn how to conduct a redline analysis by uploading two document versions and extracting every change, each with notes, a risk assessment, and its source.
Create a Timeline in Clio Work
Get a deeper dive into how to read matter documents and auto-build a structured chronology with sources, then export to Excel, CSV, or Word. See Create Timelines in Clio Work to learn more.
Build an Argument in Clio Work
In this swift session, learn how to start a conversation with your facts and goals, then build your argument from the supporting authorities Clio Work surfaces. See Build Arguments in Clio Work to learn more.
Preparing for Hearings and Depositions in Clio Work
Using a personal injury matter as the example, you'll see how Analyze a Deposition organizes prior testimony by topic, maps it to your client's causes of action, and surfaces the strongest impeachment points tied back to the exact transcript page and line.
Drafting
Draft and refine documents using Clio Editor, the Clio for Word add-in, and Legal Pad.
Draft Smarter with the Document Editor
The Document Editor is a full-featured, web-based document editor built into Clio Work. It gives you a place to draft, format, and finalize legal documents without leaving Clio, using Vincent's AI assistance alongside your own editing. This article covers how to open a document, use the editing tools, and work with Vincent inside the Document Editor.
Build and Manage Document Templates in Clio Work
You can generate documents from Clio's existing court forms library or templates you created, pre-populated with case facts from your matter, without leaving Clio Work.
Draft Smarter with Clio for Word
In this session, get a quick look at how to install and use the Clio for Word add-in to bring drafting and review into Word, including tracked-changes mode, so suggestions appear as native redlines to accept or reject. See Clio for Word and Vincent to learn more.
Draft with Legal Pad in Clio Work
In this session, watch how you can generate formatted documents in Legal Pad (demand letters, motions, contract clauses) using matter context from Clio Manage. Then, when conducting legal research, refine with in-line editing, AI revisions, and version history. See Legal Pad in Clio Work to learn more.
Draft with Legal Pad in Clio Work for Litigation Law
Generate litigation documents in Legal Pad using matter context from Clio Manage, then edit, revise, move between saved versions, and turn any response into a draft to download, save, or copy.
Draft with Legal Pad in Clio Work for Transactional Law
In this session, watch how to draft transactional documents, such as a mutual NDA contextualized to your matter, then edit, add clauses, compare versions, and export to Word or PDF or save to Clio Manage.
Skills
Clio Work Skills are reusable instruction sets that tell Vincent how your firm performs specific legal tasks. For example, you can create and use skills dedicated to common work like drafting demand letters, building case timelines, conducting due diligence, and preparing for depositions. By saving your firm's preferences, terminology, and standard structures into a skill, you get more consistent results without needing to provide the same prompts and context to Vincent each time you start a conversation.
Create and Use Skills in Clio Work
Learn how to create and use skills in Clio Work. A skill is a reusable set of instructions that tells Vincent how your firm handles a specific task, capturing your preferred tone, citation style, and how you want work products structured. You'll see how to find skills in the Customize panel, install pre-built skills from the Skills Library, and trigger them either manually, with a forward slash, or automatically when your prompt matches the skill.
Visualizations
Clio Work can return an interactive dashboards or shareable, professional-looking outputs as single self-contained files that you can open beside your conversation, download, and send to a colleague or a client.
Create Visualizations in Clio Work
Learn how Visualizations in Clio Work turn the matter information you're already working with into something you can see, like a timeline, report, dashboard, or chart. You'll see how to ask for a visualization within a single matter or across several when you want the fuller view, and how the result comes back as an interactive artifact you can filter by year, highlight key events in, or click into for the exact detail behind an entry.
Clio Docket
Clio Docket is a court docket tracking and litigation intelligence tool built directly into Clio Work. With Clio Docket, you can search for court dockets and documents across U.S. federal and state courts, view case details and party information, set up alerts for new filings, and export docket reports. Clio Docket helps your firm stay current on case activity and access court filings faster, reducing the time spent manually checking court websites.
Introduction to Clio Docket
Get introduced to Clio Docket, the court docket tracking system built directly into Clio Work. This overview explains what a docket is, the court's running register of everything that happens in a case, from motions and hearings to the parties, presiding judge, and current status, and how Clio Docket gives you access to over one billion court documents across US federal and state courts.
Search for Dockets and Documents in Clio Docket
Learn how to search for court dockets and documents in Clio Docket, right inside Clio Work. You'll start from the Docket tab and search by case number, party name, keyword, or legal topic, then narrow to a specific court or set of courts.
Use Clio Work with Clio Docket
Learn how to use Clio Work inside Clio Docket to make sense of everything happening in a case. Whether you're looking at a full docket or a single document, you'll see how to open the Clio Work panel from the AI icon so it's automatically linked to whatever you're viewing.
Set Up Case Alerts in Clio Docket
Learn how to set up alerts in Clio Docket so you're notified automatically when something changes on a case you're tracking, instead of finding out days later.