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.
Research the law
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.
Analyze and review documents
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.
Draft and edit
Draft and refine documents using Legal Pad and the Clio for Word add-in.
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.