Introducing Visualizations in Vincent

“Where is our biggest litigation risk?” “Which contracts need attention this month?” “Can you show me how these entities fit together?”

Legal teams answer questions like these all the time, often by turning underlying information into a dashboard, timeline or other visual. That can mean pulling data from a spreadsheet or other source and manually rebuilding it into something colleagues or clients can quickly understand.

Visualizations in Vincent can do that work directly. Give Vincent the relevant information and describe what you need to see, and it can create an interactive visual artifact from the material you’re working with.

Here are a few examples built by Clio’s team that show what that can look like.

See litigation risk across an entire portfolio

Looking at matters one by one makes it difficult to see where risk is concentrated across a portfolio.

With Visualizations, a legal team can give Vincent its litigation matter data and ask it to map open matters by exposure and risk rating. Vincent can turn that information into an interactive risk map, grouping matters by practice area and jurisdiction, and surfacing the most important figures for a review.

In one example, the dashboard shows total exposure, the number of open and high-risk matters, and the specific exposure associated with each matter. A visual map makes concentrations of risk obvious, while the underlying data is still there for closer review.

Instead of working through a matter list during a risk committee meeting, the team has a portfolio-level view that can quickly answer questions like, ‘Where is our greatest exposure?’ ‘Which matters warrant attention first?’ and ‘Where is risk concentrated?’

Make a complex corporate structure easier to understand

Complex corporate structures can be difficult to explain at a glance. Consider a corporate structure with a parent company, operating subsidiaries, entities incorporated in different jurisdictions and several ownership percentages. The underlying data looks fine in spreadsheet, but explaining that spreadsheet to a board member or auditor is another task entirely.

A lawyer can provide the entity data to Vincent and ask for a visual structure showing parent-subsidiary relationships, jurisdiction of incorporation and ownership percentage.

Vincent can turn that information into an interactive hierarchy, with the parent entity at the top and subsidiaries branching below it. Each entity can retain the relevant jurisdiction and ownership information, including partial interests that need particular attention.

The result is a visual work product designed to explain the structure, as opposed to restating the source data in another format.

See deadlines before they become problems

When attorneys are managing deadlines across multiple matters, a chronological list only tells part of the story. Vincent can turn docket data into a heat map that shows what’s overdue, what’s coming up soon and where deadlines are concentrated across attorneys and practice groups.

In this example, overdue deadlines are easy to spot against those due within 14 days. Filing, discovery and hearing dates remain visible so the team has a quick view of where the most immediate pressure is without having to scan each matter individually.

Stay ahead of contract renewals

Contract renewals can be easy to miss when expiration dates, notice periods and renewal terms are tracked across a long list of agreements.

Vincent can turn contract data into a timeline showing what’s coming up over the next 12 months, distinguishing contracts that auto-renew from those that require active renewal. It can also calculate notice-to-terminate deadlines and flag contracts that need attention soon.

In this example, the timeline makes upcoming renewals easy to spot, while surfacing the contract owner so it’s clear who needs to take action.

The right view for every job

The useful output will not always be a dashboard.

A litigation team might need a risk map. A compliance team might need a calendar of regulatory filing obligations. An IP lawyer preparing for a portfolio review might want to see upcoming renewal costs alongside jurisdiction and asset status. A privacy team might need to explain the status of data subject access requests to colleagues outside legal.

The starting point is the same: What do you need to see and what will you use it for?

Provide Vincent with the relevant information, describe the work product you need and Visualizations can turn that material into an interactive artifact built around the task at hand.

That means less time manually translating legal information, and more time working with what the information shows.

See Visualizations in action.