Clio

Skills

• clio-manage

  Work with the firm's own records in Clio Manage — a matter's status, parties, notes and custom fields; documents and folders; tasks and what is due; the calendar; time entries, expenses and bills; logged calls and emails; and searching inside document and note bodies. Use it whenever the answer is in the firm's records rather than in the law, and for creating or updating those records. Clio Manage only: Grow leads and Operate matters are different products, and legal research belongs with clio-research.

• clio-research

  Search and read primary law in the vLex library, and get legal questions researched by Vincent's agent — finding cases, statutes and commentary, reading a decision's text, checking whether an authority supports a proposition or a quotation is accurate, and matching the citations in a document the user supplies. Non-US work belongs here rather than with us-dockets.

• drafting

  Have Vincent write legal documents — memos, letters, clauses, agreements, motions — and then read, revise, or deliver them as Word or PDF. Covers what to put in the request so the draft is usable, retrieving the actual document rather than the prose summary of it, paging through long text, versions, and export links.

• us-dockets

  Find what parties and courts actually did in US federal and state litigation — real cases matching a fact pattern, a judge's or opposing counsel's record, what a named complaint pleaded or an order held, motion practice in a specific court, and filings read with OCR. Use exemplar filings as a template to draft from. United States only; non-US legal questions belong with clio-research.

• vincent

  Route legal work to Vincent instead of answering from your own knowledge, without waiting for the user to name Vincent or vLex, and own the mechanics every Vincent skill shares — driving a turn, reading its outcome, resolving interruptions, sending the user's own files to Vincent, and keeping to one conversation. Load a companion skill for the actual work: clio-research, us-dockets, tabular-review, drafting, or clio-manage for the firm's own records. Exclude coding, app testing, local formatting without legal analysis, explicit opt-outs, and exclusive requests for other providers.