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.
Open existing documents
- In the left navigation, select Draft.
- Search for a file, then double click it to open.
Create new documents
- In the left navigation, select Editor.
- Select + New document.
- Select the matter that the document pertains to and enter a file name.
- Click Create.
- Navigate to the Vincent home page.
- Below the prompt text box, select Draft > Draft documents from scratch.
- Select the Matter the documents pertain to and enter a file name.
- Click Create.
Once your document is open, you create the document yourself, or you can prompt Vincent to create an initial draft using the connected matter's context. Provide the description of the content or document you need using the conversation panel with Vincent and then review and edit the draft to suit your needs.
- "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."
Edit documents
The Document Editor opens with your document on the left and Vincent on the right. You can prompt Vincent to work directly on the open document to review and summarize the document or selected clauses, or rewrite text according to your instructions. Toggle between Direct Edits or Tracked Changes to specify how you want Vincent to edit the document.
You can also make specific edits right in the Document Editor and apply formatting, add tables, edit the page layout, and more, the same way you would for any text editor.
To save a copy locally, select File, then Download As, and choose a format.
Note: PDF files opened in the Document Editor offer a reduced toolbar with options applicable to PDF files (File, Home, Comment, Review, and View).
- "Rewrite the indemnification clause in plain language."
- "Review this agreement and flag any clauses that may expose the client to undue risk."
- "Run my NDA review playbook against this contract."
- "Update the date references throughout this document from 2024 to 2025."
- "Restructure the argument section so the strongest point comes first."
You can also ask Vincent questions about your document as you work on it.
- "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?"
Up next
- Start a draft from a Vincent conversation: see Legal Pad in Clio Work
- Generate a document from a form or template: see Draft Documents from Forms and Templates in Clio Work
- Draft in Word instead: see Clio for Word and Vincent
- Save other conversation outputs: see Save and Manage Conversation Results in Clio Work