Clio Work

What it does

Clio Work takes in legal questions, uploaded documents, and matter context already stored in Clio Manage, then produces cited legal research, document analysis, timelines, and drafted documents. Vincent AI is the assistant inside Clio Work; you can type questions, describe outcomes, or upload files in plain language. Answers draw on the Clio Library of primary law, dockets, and secondary materials, with citations linked to the underlying sources so you can verify them.

People use Clio Work for workflows such as asking jurisdiction-specific research questions, analyzing complaints, contracts, and depositions, building timelines, comparing documents, and drafting in a web-based Legal Pad or document editor. Its distinctive feature is that, when you select a matter, Vincent can read that matter's context from Clio Manage and take actions there, such as updating tasks or creating matters. Vincent can also build single self-contained HTML dashboards for sharing.

Clio Work suits lawyers and legal professionals working in Clio across practice areas. Access is through Clio, and supported capabilities are available in Microsoft Word. Its own documentation states it supports the practice of law rather than replacing professional judgment, so all outputs require final review by a qualified legal professional.

What it can do

• Cited legal research grounded in the Clio Library of primary and secondary sources
• Document analysis for complaints, contracts, and depositions
• Timeline creation from case facts and uploaded documents
• Side-by-side comparison of multiple documents and structured data extraction
• Drafting in the Legal Pad and web-based document editor, including templates and court forms
• Matter-aware actions in Clio Manage such as updating tasks and creating matters

Works with

• Clio Manage
• Microsoft Word

Example workflows

Research a legal question against a matter

Input: a jurisdiction-specific question with a selected matter. Steps: select the matter so Vincent reads its context, then submit the question. Output: a research answer with cited primary and secondary authorities shown in the Legal Authorities panel, which can be opened in the Legal Pad for drafting.

Analyze a contract and summarize deviations

Input: an uploaded agreement, optionally compared against a standard template or prior terms. Steps: choose the Analyze a Contract workflow and request a summary of deviations and risks. Output: extracted key obligations, risks, and clause-level detail that a legal professional reviews before use.

Before you choose

• Outputs must be reviewed and verified by a qualified legal professional; Clio Work is not presented as a replacement for professional judgment.
• Matter context is only used when you have permission to access it in Clio, and customer information is stated not to be used to train third-party AI models.
• Clio Work is part of the Clio ecosystem, so its matter-aware features depend on information stored in Clio Manage.

Listed under

• Legal

Get started

Support is available by phone at +44-800-433-2546 or by email at [email protected].

1. Sign in to Clio and open the matter you want Vincent to work with, so its matter context is available.
2. Pick a workflow card such as Ask a Research Question or Analyze a Contract, or type a question directly.
3. Review cited sources and outputs, then open results in the Legal Pad or document editor to revise and save to Clio Manage.

Plans, rates, and trial terms are not published in the product materials. Contact Clio for current commercial terms.

We couldn’t find published prices for Clio Work. See their pricing page ↗

Sources for this overview

Product pages, documentation, and pricing checked 29 Oct 2026. Each source supports part of the overview; availability and prices can change.

• Understand Clio Work – Home ↗help.clio.com
• Clio Work - Legal AI that actually knows your case | Clio ↗www.clio.com
• Core Workflows – Home ↗help.clio.com

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Human review

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knowledge_base

Last checked 29 Oct 2026. Every field keeps its source and date; unknown means we couldn’t confirm it.