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Clio Operate
Your firm has a way of running matters: the order of the work, the checks and balances, the standards each practice holds.
Clio Operate turns that approach into the system the work runs on, so matters move the way your firm intended and each practice adapts it to its own jurisdictions and work types.
Vincent
Your firm holds decades of judgment: in closed matters, in separate systems, in the heads of your best lawyers.
Vincent reasons from the law Clio publishes, the matter in front of it, and the way your teams work. Your lawyers start from what the firm already knows.
Workflows and business rules carry each matter to its next stage. Vincent prepares the next steps and writes results back to the file once a lawyer approves them.
Govern the work once. Set permissions, ethical walls, and rules for using Vincent in the work type, and every matter follows them.
Vincent reasons from the primary law Clio publishes and updates daily, checks that an authority still stands, and matches it to the relevant matter.
See where matters sit in their lifecycle, utilization rates, and how profitable the work is.
Vincent reasons over the pleadings, chronology, and documents already on the file in Clio Operate, so your attorneys are not re-briefing a research tool each session and the findings save straight back to the matter.
Vincent applies your firm’s review playbook across the documents on the matter and sets the findings out in one grid, so twenty reviewers work from the same columns and definitions rather than twenty standards.
Vincent builds a first draft from the evidence on the file and the authority supporting it, shaped by the standard your practice group has set, so the attorney applies judgment to a sourced draft rather than a blank page.
Large law firm software is the system a firm’s legal work runs on, from intake through resolution, coordinating the people, deadlines, reviews, and approvals that keep matters moving. What separates Clio from competitors is the depth of context it gives AI to reason from: the law, the matters, and the firm’s own way of working.
Clio Operate structures how matters run, and Vincent is built into it. Vincent reasons from the matter's governed context, performs legal analysis within the workflow, and writes approved work back to the matter at the lawyer's direction.
Yes. Clio Operate is API-first, with 40+ pre-built integrations and 400+ REST API endpoints for custom work. Vincent reasons over documents in iManage, NetDocuments, SharePoint, and Google Drive where they already live.
Yes. Matters can be configured by practice, jurisdiction, role, and work type, including how AI is used. AI can be switched on or off at different levels and governed to the same standard as the rest of the firm's work.
Yes. Custom skills and review playbooks let teams encode approved instructions for recurring legal tasks and share them with the people who need them. Reviewers decide whether prior work fits the current matter.
Yes. Vincent cites the authority behind its analysis, with links back to the primary law Clio publishes and updates daily. Judicial treatment shows whether an authority still stands, and outputs drawing on your own documents point to the material they used.
Implementation is planned around the work being modeled, the systems involved, data migration, governance, and organizational change. Talk to sales to scope it for your firm.
Yes. Security certifications, data handling, and subprocessor detail are documented on Clio’s trust and security page.
