In Clio Work, you can enable Vincent AI to retrieve materials from the open web, including law firm briefings, academic publications, regulatory commentary, news, and corporate filings. Vincent always retrieves relevant and available authoritative sources, such as statutes and case law, from the Clio Library first, then conducts a web search when appropriate to build out your research with materials outside the Library. When including web sources, Vincent continues to operate under the same data protections as the rest of Clio Work. For details, see Compliance.
Note: Any user can choose to allow Vincent to refer to web sources during your conversations, unless your firm administrator has disabled web sources at the firm level. If this is the case, you will not have Web Sources toggle for your conversations.
Click into the interactive tutorial below to try these steps out yourself or scroll down to read detailed instructions.
When to enable web sources
Allowing Vincent to search web sources adds value when your research extends beyond authoritative legal sources. Use the table below to decide when to turn it on and when to keep it off.
| Web sources on | Web sources off |
|---|---|
| Secondary commentary, briefings, and analysis | Primary case analysis and precedent research |
| Regulatory guidance, corporate filings, and public disclosures | Full research memos (use Ask a Research Question) |
| Academic papers, policy literature, and breaking news | Matters where firm policy restricts external sources |
| Industry and market context | Privileged work product kept to authoritative sources |
Toggle web sources on and off
You control whether to include web sources for each conversation, so you can decide what shapes your research based on the task at hand. Your selection applies to the current conversation. Each new conversation follows your firm's default setting.
- Select Vincent from the left navigation panel, and open or start a conversation in Clio Work.
- Select the + icon and locate the Web Sources toggle.
- Select the toggle to turn web search On or Off for that conversation.
Approve Vincent to include web sources
If the Web Sources toggle is off for a conversation and Vincent determines that a web search is needed to complete your instruction, Vincent asks you to approve the search first.
- Select Approve for this Conversation to let Vincent do a web search for that request.
- Select Reject to have Vincent continue without doing a web search.
Identify web sources in your results
Vincent labels web materials as a distinct source type in the Cited Sources tray, so you always know when an answer drew on Library materials versus web sources. Web sources appear under the Cited Sources heading, separate from cases and statutes.