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. Documents you create or edit save automatically to the matter's document management, using the .docx format. This article covers how to open a document, use the editing tools, and work with Vincent inside the Document Editor.

Open existing documents

1. In the left navigation, select Draft.
2. Search for and/or select a file, then select Open.

Create new documents

1. In the left navigation, select Draft.
2. Select + New document.
3. Select the matter that the document pertains to and enter a file name.
4. Click Create.

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.

Your document auto-saves to the matter's document management as you work, with version history retained. To save a copy locally, select File, then Download As, and choose a format.

Up Next

• Start a draft from a Vincent conversation: see Legal Pad 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