Every matter starts from what your legal team already knows.
See Vincent’s agentic capabilities inside a live matter.
Clio Operate is the platform your firm runs its work on.
Vincent is the legal AI embedded in it.
Clio Operate is the platform your firm runs its work on. Vincent is the legal AI embedded in it.
Clio Operate
The intelligent legal work platform built for large law firms and legal teams. One place to run the full lifecycle of complex or high volume work, from intake to close, under predefined governance rules.
Vincent
Clio’s legal AI, grounded in over a billion verified legal sources that are owned and developed by Clio, not licensed. Research, draft, and analyse with every output tied to real primary authority.
Now Vincent works inside Clio Operate. Every matter becomes a place where the AI does the work, from reviewing, extracting, and updating, to advancing the file. Every action stays part of the record.
Clio’s platform is built with complexity in mind, recognising that the needs of a debt recovery team differ from those of corporate, employment, or personal injury practices.
This depth of understanding, and the way it is embedded into the system’s architecture, is what ultimately set Clio apart.
STUART WHITTLE
Chief Technology Officer, Weightmans
One platform for the way large law firms
and legal teams work.
COO
Operational efficiency at scale
Standardise matter workflows across every practice area with Vincent action blocks built directly into the Workflow Builder. Set the process once: a document arrives, Vincent extracts the key terms, Clio Operate routes the work to the right person. The firm runs it at volume, and the matter record shows where time went.
CFO
AI-assisted work that gets billed
Analyse and compare pleadings. Draft motions and filings. Turn facts into stronger arguments. Every Vincent analysis logs a time record against the matter, so AI-assisted work appears in billing. Pull recoverable hours from the matter record, show the GC and finance team where outside counsel spend is going, and build the ROI case from data the platform already holds.
CIO
Governance built into the platform
Toggle Vincent on or off at firm, team, client, or matter level. Role-based permissions, information barriers, and a complete audit trail of every AI interaction: who used it, when, on which matter, what it produced. Vincent is ISO 27001 and SOC 2 Type II certified and maintains strict zero data retention protocols.
CINO
Firm methodology encoded in the platform
Build Custom Skills that encode your firm’s research approach, practice-specific workflows, and standard positions. Publish them to the relevant teams in Clio Operate and track uptake across matters. The expertise of your senior lawyers becomes a governed process the whole team runs from within any matter.
Partner
Scale expertise without losing control
Associates using Vincent inside the live matter redirect research time to judgment. Build a Custom Skill encoding your team’s methodology and make it available firm-wide. Review Vincent activity in the matter audit trail and govern exactly how AI is used on client work.
Lawyer
AI that knows the matter, and moves it forward
Vincent understands the context of live matters: the documents, the parties, where the matter stands. Give Vincent a task, and it builds a to-do list, proposes a plan, and works through it step by step. Every output, including jurisdiction-specific research, contract analysis, drafting and status updates, saves back to the matter record and chronology without leaving Clio Operate.
Paralegal
Firm-defined skills, available from within the matter
Run a Custom Skill on a document in the Clio Operate DMS to prepare a draft or summary. Every output outlines the reasoning, including why particular case law is relevant and why the result fits the matter, accelerating your learning process. A supervising lawyer can validate the research, review the output, and confirm it followed the firm’s approved methodology.
Intake
Matters that arrive at the lawyers already structured
When a client submission populates the matter, Vincent analyses the attached documents to extract key parties, dates, and facts and writes them back to the matter fields and chronology. The lawyer opens a matter that’s already structured, with key facts in place and the timeline recorded.
Vincent does more than just answer. It does the work.
Most legal AI hands back an output for someone to re-key by hand. Vincent takes governed action on the live matter with the lawyer's discretion.
Every matter your team runs leaves the next one better off
That only happens when the AI works inside the record your firm keeps. Compare how much context each approach can reach, and how much your lawyers rebuild by hand.
| Vincent within Clio Operate | Standalone legal AI | Legal research & drafting platforms | Office-embedded AI | |
|---|---|---|---|---|
| Works inside the live matter — not a separate tab or an upload | — | — | — | |
| Takes governed action in the matter (reviews documents, extracts terms, updates matter details, records time, writes back) | Over documents | Over documents | In Word | |
| Automates the matter, not just the document | — | Over documents | Over documents | |
| Full matter management platform underneath | — | — | Separate platform | |
| Encode firm expertise into reusable skills, inside the matter | Partial | Partial | Partial | |
| Inherits your firm’s own permissions and information barriers; AI on or off by matter | — | — | Partial | |
| Outputs save into the structured matter record and chronology | Carried back by hand | — | — | |
| Legal authority the vendor owns, not licensed | Licensed | Partnered |
See AI in your matters
We’ll show you exactly how Clio Operate and Vincent work together, live.
Trusted by leading law firms and legal teams
80%+
Increase in matter creation efficiency within 12 months of rollout, reported by a leading law firm.
30–40%
Documented reduction in complex case lifecycles experienced by leading law firms.
$900,000
Estimated annual savings generated by a major corporate insurer, reducing deposition review from hours to under five minutes per transcript.
Built to be the most secure
place your firm can work
Built to be the most secure place your firm can work
Vincent runs inside Clio Operate’s existing controls — information barriers, role-based permissions, and matter-level security — backed by ISO 27001 and ISAE 3402, with zero data retention at the model layer.
See AI in your matters
Book a personalised demo and we’ll show you exactly how Clio Operate and Vincent work together inside a live matter environment, tailored to your firm’s workflow.