Clio Release Notes

Litigators can now research primary law, secondary analysis, and live U.S. court records in the same Vincent conversation, bringing a more complete view of the litigation landscape into case strategy.

Clio, the global leader in legal AI, today announced Docket Insights, a new capability that provides Vincent direct access to Clio’s own live record of roughly one billion U.S. federal, state, bankruptcy, and administrative court records.

Litigation strategy depends on far more than published law, yet the information lawyers rely on to understand how a case may unfold is often fragmented across separate research tools, docket systems, and court records. That means the procedural history of similar matters, prior filings, judicial patterns, and opposing counsel experience can sit apart from the legal research and analysis already underway. Docket Insights closes that gap by bringing live court records into Vincent alongside Clio’s primary and secondary legal sources, giving litigators a more complete view of both what the law says and how comparable issues are playing out in practice. The result is a stronger foundation for assessing risk, shaping strategy, and deciding what to do next.

Docket Insights runs within Vincent’s existing agentic chat, where Vincent can determine whether a question calls for published law, court records, or both. It can search dockets, read and summarize filings, identify similar motions and fact patterns, and surface how comparable issues have unfolded in other proceedings. It can also provide directional insight into judges and opposing counsel based on the filings available.

“Litigation strategy depends on understanding both what the law says and how similar issues have unfolded in court,” said John Foreman, Chief Product Officer at Clio. “Docket Insights gives litigators access to both within Vincent, creating a stronger basis for assessing risk, developing strategy, and deciding how to move a matter forward.”

Supporting the full life cycle of legal work

By adding current court activity to Vincent’s legal research capabilities, Docket Insights allows the procedural record to inform the work that follows. Lawyers can move from researching an issue and examining comparable filings to developing arguments and beginning a response within the same thread, carrying relevant context forward as the work progresses.

Docket Insights is available now to litigation teams using Vincent. Coverage and timeliness vary by court, and Vincent is designed to surface those limitations rather than imply greater certainty than the available record supports. Insights derived from court filings reflect patterns in available data and are intended to inform, not replace, professional judgment.

For more information, visit

clio.com/enterprise

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One year after acquiring vLex, Clio is entering a new phase of global growth, advancing legal AI, expanding its international footprint, and building a platform designed to serve the full breadth of the legal profession and the institutions that shape it.

Clio, the global leader in legal AI, today unveiled a wave of product and company innovation that reflects a year of significant evolution across its platform, global business, and reach across the legal profession.

The vLex acquisition marked a defining step in Clio’s evolution and a clear bet on the future of legal technology: that authoritative legal information should be connected directly to the systems lawyers use to manage their firms, matters, and work. By bringing vLex’s global legal database and AI capabilities into Clio’s platform, the company set out to connect the law with the context, knowledge, and workflows that shape legal decisions.

Less than a year after completing the acquisition in November 2025, that thesis is taking shape across Clio, expanding what the platform can do, broadening the organizations it is built to serve, and accelerating the company’s growth across global markets.

Clio has surpassed US$500 million in annual recurring revenue and continues to expand rapidly across the legal market, serving organizations from solo and small firms to the world’s largest law firms, government organizations, and corporate legal departments. That growth is being matched by a broader global footprint, with more than 2,000 employees across offices in North America, Europe, Latin America, and Australia, including a new United States headquarters in New York.

“A year ago, we made a defining bet that context would determine the future of legal AI,” said Jack Newton, CEO and Founder of Clio. “A model on its own can only take you so far. Give it the world’s legal knowledge, the context of the matter, and an understanding of how an organization works, and entirely new capabilities become possible. That was the vision behind bringing Clio and vLex together, and just a year after signing our intent to acquire, we’re seeing it come to life across our platform and our business.”

One platform that brings the full context of legal work together

Over the past year, Clio has accelerated product development around a clear direction for legal AI, bringing more of the context that shapes legal work directly into the platform. Recent product launches have advanced that strategy across three areas: authoritative law, the organization’s own standards and methodologies, and the evolving context of the matter itself.

Clio’s governed legal database provides the authoritative foundation behind that work. The launch of Docket Insights extends it with live United States court activity, giving litigators access to current developments alongside primary and secondary law as they research, assess risk, and shape strategy.

Clio has also expanded how AI can reflect an organization’s standards, methodologies, and ways of working. With Vincent Studio, Skills, and Memory, firms and corporate legal departments carry their own standards, methodologies, and accumulated expertise into recurring legal work, while Clio for Word brings that context directly into drafting and review.

Most recently, and at the center of those advances, is the launch of Vincent in Clio Operate, bringing research, analysis, drafting, and agentic capabilities into the platform where complex legal work is built, run, and closed. Because Clio Operate preserves the facts, history, decisions, standards, and ways of working developed over the life of a matter, Vincent can draw on that organizational record alongside Clio’s governed legal library to help lawyers identify risks, develop strategy, and determine the strongest path forward.

Taken together, these advances are bringing the full context of legal work into one platform, connecting authoritative law, organizational knowledge, and matter context so each can inform the work as it evolves.

“The speed and breadth of what Clio has built over the past year reflect the scale of the opportunity ahead,” said Ronnie Gurion, President and COO at Clio. “We have entered new markets, expanded the organizations we serve, grown our global presence, and turned major investments in AI into capabilities lawyers can use today. What is coming together across Clio gives us the ability to innovate across the legal profession at a level that was not possible even a year ago.”

From serving law firms to shaping the broader legal system

Clio’s growing presence among large law firms and corporate legal departments is also opening a new frontier beyond legal practice itself, extending into the institutions responsible for interpreting and administering the law.

Clio is establishing a new business dedicated to serving courts and the judiciary, led by newly appointed Senior Vice President, Judiciary Pablo Arredondo, one of the pioneers of modern legal AI.

The move represents a natural extension of the platform Clio has assembled. The same foundation that allows Clio to connect authoritative law with the work of legal organizations creates an opportunity to build technology for the institutions responsible for interpreting and administering that law.

“The judiciary is one of the most consequential places this technology can go next,” said Arredondo. “But building for courts requires a fundamentally different standard. Judicial independence, integrity, rigor, and trust have to be part of the foundation. Clio has assembled an extraordinary combination of legal data, AI, and legal technology, and we now have an opportunity to apply that foundation thoughtfully to a part of the legal system that has historically been underserved by technology.”

One year into a much bigger vision

The progress of the past year has positioned Clio to pursue a much larger opportunity: bringing together the technology, legal knowledge, and context required to fundamentally change how legal work moves through the profession and the institutions around it. As those capabilities converge, Clio is building toward a future where technology plays a more active role in advancing legal work, expanding what legal professionals can accomplish and opening the door to entirely new categories of legal technology.

“The future of legal AI will be defined by how deeply it understands the work around it,” said Newton. “We have spent the past year building the foundation for that future. Now we have the opportunity to create entirely new categories of technology, expand what legal professionals are capable of delivering, and redefine what a legal technology platform can be.”

Grow AI works around the clock to capture the right leads and turn them into clients.

Clio, the global leader in legal AI, today launched Grow AI, a set of AI features within Clio Grow that work around the clock to turn inquiries into clients. Grow AI transforms Clio Grow into an engine that drives firm growth, even when lawyers are busy.

Bringing in new business is often expensive and high-touch. It requires marketing expertise and an advertising budget that many firms lack. Yet many firms still monitor phone lines, inboxes, and web forms manually, screening leads and following up by hand before determining whether an inquiry is worth pursuing.

As uncovered by Clio’s Legal Trends Report, 79% of prospective clients expect a reply within 24 hours. However, 67% of firms don’t respond to email inquiries and 48% don’t respond to phone inquiries. Many leads also come in after hours, when firms are least equipped to respond. Those missed opportunities can lead to higher acquisition costs; firms increase ad spend to attract customers they should have already captured.

Grow AI is a direct answer to that problem. Data from Grow AI shows nearly 50% of leads captured with the tool occurred outside normal business hours, demonstrating the impact it can make on a firm’s revenue growth.

“A two person firm shouldn’t need a call center or a marketing department to compete with the biggest firms in the country,” said John Foreman, Chief Product Officer at Clio. “Grow AI gives them the same always-on response and the same judgment about which leads are worth pursuing, built directly into the platform they already run their practice on.”

From first contact to an active matter

Grow AI monitors a firm’s phone lines, inbox, and website chat for new activity. A call, email, or chat message triggers an immediate response: the agent answers questions, captures contact and case information, and checks the lead against the firm’s own case lead scoring and conflict rules.

That scoring is trained on the firm’s own case history. Every hired matter, every declined case, and every past outcome becomes a signal, so Grow AI learns the shape of the cases a specific firm wins and applies that judgment to each new lead the moment it arrives.

At the firm’s discretion, well-suited leads are booked directly into a consultation. Grow AI automatically follows up with leads that stall using firm-approved messaging. Those that go cold are flagged for a person to close out.

That always-on approach drives firm growth. Clio data shows matters are three times more likely to convert to hired when Grow AI is used.

“We’ve hired 1-2 additional clients a month just by having Grow AI handle after-hours calls that otherwise would have gone to voicemail,” said Christian Moreno, Intake Paralegal, Rosenberg Perry & Associates. “I’m not digging through messages in the morning either. The leads are already sitting in Clio Grow with the notes done.”

Driving growth across the client journey

Grow AI is a connected set of capabilities that automates the client acquisition process. The system includes:

• Phone, email, and website chat agents that answer common questions, capture information, and begin the intake process automatically.
• Lead assessment based on the firm’s criteria, including case type, location, and conflicts, scoring leads by patterns from past successful cases.
• Automated lead intake that collects information and schedules qualified leads into a consultation.
• SMS and email to chase outstanding intake forms, unsigned agreements, and unscheduled consultations. Cold leads are flagged for follow-up or closure.
• Client reconnection emails that deploy after the matter closes to stay top of mind, secure referrals, and surface repeat work.

Once a lead is won, the resulting matter carries into Clio Manage with the context of the client relationship intact. Contact history, case details, documents, and billing information remain connected to the same client record as the matter moves through its operational life. The data also flows into Clio Work, where it’s used to enrich how lawyers research, analyze, and draft.

That continuity reflects how Clio is intentionally designed as a legal AI platform. Clio Grow provides the environment where firms find and convert the right clients. Clio Manage carries the resulting matter through the operational life of the matter. Clio Work uses all relevant information to support substantive legal work.

Together, they give Clio a differentiated foundation unlike other legal technology providers: the acquisition of new clients, the management of the resulting matter, and the practice of law itself, all connected through one Intelligent Legal Work Platform.

Firms only pay for results

Clio research reveals the average law firm spends 8% more on marketing each year than it did the last. And yet many firms remain unsure that their marketing is working. Grow AI is designed to close that gap without requiring firms to add headcount, hire a call center, or manage a separate piece of software.

Clio believes that AI is only impactful for lawyers when it drives outcomes that align with their needs. That’s why firms pay only when Grow AI helps turn a lead into a client.

For example, firms pay when a client is hired who was captured through the voice agent, or when Grow AI revives a prospect who has stopped responding and they go on to sign their engagement agreement. If Grow AI had no role in the hiring, there’s no charge. Legal professionals are able to set a monthly spending target to keep costs predictable, so a firm can let Grow AI answer inquiries without worrying about the bill for the leads that don’t convert.

Grow AI is available now in Clio Grow. Phone agents are currently supported in the U.S., with additional regions to follow. Existing Clio Grow customers get their first three hired matters through Grow AI at no cost.

To learn more, visit https://www.clio.com/features/law-firm-client-acquisition/.

AI Summary

Clio Docket, now integrated directly into Clio Work and Clio Manage, transforms the way law firms track and act on court developments. By providing real-time public docket monitoring, access to over 1 billion shared federal and state court filings, and seamless syncing with matter workflows, it enables attorneys to immediately turn legal intelligence into action.

Court activity doesn’t happen on your schedule. A filing can appear overnight. An order can change the direction of a case. A hearing can be rescheduled before your workday begins.

Keeping up often means monitoring email alerts, logging into PACER or another court system, downloading documents, and copying new information into your client file before you can determine what needs to happen next.

Clio Docket is now available in Clio Work, creating a more direct path from court activity to legal work. Connect a case once and Clio Docket monitors the docket for new filings, court orders, and scheduling changes. When something changes, your firm receives an alert and can review the development, retrieve the relevant documents, search more than 1 billion U.S. federal and state court filings, and use that context in research, strategy, and drafting.

Clio Docket is also available in Clio Manage, where firms can keep court activity, deadlines, documents, and follow-up work connected to the client matter.

From court activity to legal work

1. Never miss a court development

Search for a public court case by party, case number, keyword, or court, then connect it to the corresponding matter in Clio.

From there, Clio Docket monitors the case for new filings, court orders, and scheduling changes. When the court moves, your firm receives an alert tied to the relevant matter, so the team can see what changed and determine what needs attention next.

“I’ve been asking Clio to build this for years. I wake up to an alert that something was filed overnight, and right away I know what matters and what to act on,” said Dmitriy Stadlin, a solo litigator practicing criminal defense and civil rights.

2. Find the filing without the extra work

When a court document is available online, you can retrieve it through Clio Docket and save it directly to the relevant client matter.

Traditionally, lawyers retrieve those same documents through PACER or another court system, where filings are generally purchased on a per-page basis. It’s also common to ask around the firm to see whether someone has already paid for the document before purchasing it again.

Clio Docket works differently.

Once a court document has been purchased and added to Clio Docket’s collection, it can be accessed by other Clio Docket customers without requiring each firm to purchase the same filing again.

That means you’re searching more than 1 billion U.S. court filings through a continually growing collection that expands as new documents become available. Instead of repeatedly paying for the same filings, you can spend less time tracking them down and more time putting them to work.

When you find the filing you need, you can save it directly to the client matter and immediately use it in Clio Work to inform your research, strategy, and drafting.

3. See what changed in the case and decide what to do next

A new filing is only one part of what the docket tells you. The docket also shows how the case has developed, which deadlines or scheduled events may be affected, and what the team may need to address next.

Whether you open the docket proactively or arrive through an alert, you can review the latest development alongside the history of the case and the broader context of the matter.

From there, the work continues in Clio Work. Research the legal issues raised by the development, compare relevant motions, briefs, pleadings, and orders from other proceedings, and use those materials to shape your strategy and drafting.

Instead of treating the alert, the filing, and the resulting legal work as separate steps, the firm can move from seeing what changed to deciding what to do next.

“Clio Docket has saved me three times already. I’ll get an alert that something needs to be filed today, when I only had vague knowledge it even needed to be filed. As a solo, that’s the difference between catching it and not,” said Amanda Simmons, a solo litigator specializing in special education and civil litigation.

4. Keep the matter moving in Clio Manage

Legal work doesn’t end when the research or drafting is complete.

Clio Work connects with Clio Manage, so the work remains tied to the operational life of the matter. Retrieved filings, court activity, deadlines, tasks, communications, documents, time, and billing stay connected to the same client record.

For litigation teams, Clio Manage becomes the operational hub for the matter. New court activity can trigger updated deadlines, follow-up tasks, and next steps without relying on disconnected emails, spreadsheets, or manual updates.

“The more everything integrates, the more it becomes a clean hub of all your relevant facts, matters, billables. You see everything in one place. That just streamlines the time the attorney has to spend on the matter,” said Adam Grant, a solo litigator practicing in LA County probate.

5. Built as a connected legal AI platform

This workflow reflects how Clio is intentionally designed as a legal AI platform.

Rather than separating the systems used to manage matters from the tools used to perform legal work, Clio brings them together around a shared understanding of the client matter.

Court activity discovered through Clio Docket flows naturally into research, strategy, and drafting in Clio Work, while the resulting deadlines, documents, tasks, communications, time, and billing continue in Clio Manage.

The result is continuity. Instead of repeatedly moving information between disconnected tools, your firm’s context moves with the matter, helping you understand what changed, determine what to do next, and carry that work through to resolution.

Built on Docket Alarm

Clio Docket was introduced at ClioCon 2025 as the evolution of Docket Alarm. The latest release brings its court search, document retrieval, and docket monitoring capabilities directly into Clio Work and Clio Manage for eligible solo, small, and midsized firms.

Together with Clio Work and Clio Manage, Clio Docket extends Clio’s connected legal AI platform from managing matters to understanding and acting on what’s happening in court.

Start your free trial of Clio Work today

Clio Docket is one more example of how Clio is expanding what’s possible with a connected legal AI platform.

While Clio Docket helps bring court activity into your workflow, Clio Work helps you turn that information into action through AI-powered research, strategy, and drafting, all grounded in the context of your matters.

Start your free trial to explore how Clio Work helps legal professionals move work forward.

Clio Docket is now available in Clio Work, giving litigators a direct path from discovering a court development to researching the issues, shaping strategy, and drafting the work that follows. The resulting documents, deadlines, and next steps can then carry into Clio Manage, keeping the matter connected through execution.

Clio, the global leader in legal AI, today made Clio Docket available in Clio Work. The launch brings court monitoring, search across more than 1 billion U.S. federal and state court filings, and retrieved court documents directly into Clio Work, where legal professionals can turn new court activity into research, analysis, strategy, and drafting.

A new filing, order, or scheduling change can immediately alter a case. Yet many litigation teams still monitor developments through email notifications, PACER, and separate docketing tools before manually moving that information into the client file and determining what needs to happen next.

With Clio Docket in Clio Work, firms can connect a public court case to the corresponding client matter, monitor it for new activity, retrieve relevant filings, and immediately begin the substantive legal work that follows.

From court activity to research, strategy, and drafting

Once a court case is connected to a matter, Clio Docket monitors the public docket for new filings, court orders, and scheduling changes. Alerts are tied to the affected client matter, and retrieved documents can be reviewed alongside the broader context of the case.

In Clio Work, lawyers can research the issues raised by a new development, compare similar motions, briefs, pleadings, and orders from other proceedings, develop litigation strategy, and begin drafting a response.

“Clio Docket has saved me three times already. I’ll get an alert that something needs to be filed today, when I only had vague knowledge it even needed to be filed. As a solo, that’s the difference between catching it and not,” said Amanda Simmons, a solo litigator specializing in special education and civil litigation.

“I wake up to an alert that something was filed overnight, and right away I know what matters and what to act on,” added Dmitriy Stadlin, a litigator practicing criminal defense and civil rights.

More than 1 billion court filings, ready to put to work

Clio Docket gives legal professionals access to more than 1 billion U.S. federal and state court filings. Litigators can search by party, case number, keyword, or court to retrieve documents from their own cases or identify relevant motions, briefs, pleadings, and orders from other proceedings.

Unlike traditional court access systems, where firms often pay each time they retrieve a filing, Clio Docket builds on a shared document collection. Once a document has been purchased and added to the collection, it can be accessed by other customers without requiring the same filing to be purchased again.

The collection continues to expand as new documents are added. When lawyers find the filing they need, they can pull it directly into Clio Work to research related issues, compare legal approaches, shape litigation strategy, and support drafting.

A connected legal AI platform, by design

Clio Work and Clio Manage work in tandem to give legal professionals one complete picture of the matter. As substantive legal work is completed in Clio Work, it carries into the matter in Clio Manage, alongside the deadlines, tasks, communications, time, billing, and other activity tied to that client and matter.

That continuity reflects how Clio is intentionally designed as a legal AI platform. Clio Work provides the environment where legal professionals understand the facts, determine what they mean, and produce the work that follows. Clio Manage carries that work through the operational life of the matter.

Each product delivers value independently. Together, they give Clio a foundation that other legal technology providers cannot replicate: connecting the work lawyers do with everything that keeps a matter, and a firm’s business, moving forward.

Instead of moving documents between separate research, drafting, and practice management systems, firms can move from discovering a court development to acting on it and managing the resulting work without rebuilding context at every stage.

“The more everything integrates, the more it becomes a clean hub of all your relevant facts, matter, billables. You see everything in one place. That just streamlines the time the attorney has to spend on the matter,” said Adam Grant, a solo litigator practicing in Los Angeles County probate.

Building on the foundation of Docket Alarm

Clio Docket is the evolution of Docket Alarm, the litigation intelligence company Clio acquired in 2025 as part of the vLex acquisition.

The latest release builds on that technology by bringing its court search, document retrieval, and docket-monitoring capabilities directly into Clio Work, with the resulting legal work and next steps able to continue in Clio Manage.

The release also broadens access to litigation technology that has historically been concentrated in larger firms. According to the American Bar Association’s 2024 Legal Technology Survey Report, 27% of solo attorneys and 38% of small-firm attorneys reported access to litigation support software, compared with 73% of attorneys at large firms.

“Court activity can change the direction of a case in an instant,” said Ed Walters, VP of Legal Innovation and Strategy at Clio. “Bringing that activity into Clio Work gives legal professionals a more complete way to work, with the information and tools they need to understand the matter, make decisions, and move the work forward all in one place.”

Clio Docket is available beginning August 18, 2026, to eligible Clio Work customers in supported U.S. jurisdictions. Coverage varies by court. Interested firms can learn more and explore Clio Work at clio.com/work/docket.

July brings Vincent Skills, Memory, visual document review, and a sharper GPT-5.6 model, plus a new claimant PI framework in Clio Operate.

A matter doesn’t stay with one attorney for its whole life: it gets picked up, set down, and handed off, and something gets lost each time. This month, Vincent starts closing that gap.

A firm’s drafting standards now travel with every attorney, and case history carries forward across sessions instead of resetting. Vincent also reads more of the file, tables, photos, handwriting, and redlines. The research gets sharper with the move to GPT-5.6.

Claimant personal injury teams get a working England and Wales framework in Clio Operate that covers the full case lifecycle. Read more about what’s new.

Vincent Skills: your standards, applied to every matter

Your firm can set its preferred drafting structure, analytical framework, or house voice once, and Vincent applies it the same way across every matter.

In every draft, it follows how your law firm works, including the format and organization, the reasoning approach it applies across matters, or the tone and style. Once set, Vincent applies your firm’s standards consistently across outputs, for every matter and every attorney.

Memory: matter history that doesn’t reset

Vincent now carries persistent awareness across sessions, so key dates, prior advice, and open questions are still there when you return, even after weeks, without having to be repeated or reconstructed.

Nothing gets lost between sessions. Memory removes the need to repeat details, prior advice, and strategic decisions every time you return.

Visual document review: Vincent reads what’s on the page

Legal documents carry more than typed text. Tables, diagrams, photos, and handwriting appear throughout a file, often on scanned pages. Vincent now reads all of it, leaving no layer behind.

Vincent decides when to look closer, opening an image or section when the prompt points to it, and surfaces the relevant exhibit automatically when the answer depends on a visual element. Attorneys can also ask Vincent to check a specific table, diagram, or exhibit directly, especially useful when visual accuracy has to be confirmed.

Vincent reads tracked changes and comments the same way, picking up both the document’s language and what’s still being proposed around it. Ask it to “summarize the proposed changes” or “list the open comments,” and it walks through what changed round after round and flags which comments are still open.

Sharper research, powered by GPT-5.6

We upgraded Vincent’s underlying model to GPT-5.6 and validated it against our legal research evaluation suite.

Compared with GPT-5.5, it delivers 6% higher completed-answer quality based on expert-defined research criteria, and surfaces 6% more of the expected authorities during the research process, for a more complete first pass.

Better answers and broader research mean lawyers start stronger, before they’ve even opened the first document.

A running start on claimant PI

Standing up a practice area like PI on a new platform normally takes months of configuration. Our new Clio Operate solution accelerator gives you a working claimant PI model on day one, then your team can shape it to how you actually work, so you get to value far faster and with less risk.

The accelerator includes a pre-built configuration pack of content, covering the claimant personal injury case lifecycle in England and Wales, from matter setup through settlement and closure, complete with automated workflows,phase plans, key dates, data-capture forms, a risk scorecard, and heads of loss ready to go.

Start from a working framework and shape it to your firm in Clio Operate.

That’s the July release. The goal stays the same each month: less friction, more fit for how firms already work. See you next month for our September update.

Clio Work is Clio’s legal AI workspace, built to draft, research, and analyze alongside you while adapting to how you work best. It’s leveling up and now shows up in more of the places you already work.

Clio for Word brings Clio Work into Microsoft Word. Clio Grow data and insights can now be surfaced in Clio Work. Skills allow Clio Work to save how you want work performed so your tone, structure, and standards are always accounted for. Memory brings context forward from every past interaction, so how you work is never forgotten.

Here’s what’s new:

• Clio for Word: Legal AI inside your word processor
• Grow Intelligence: Business development that reads the signal
• Skills: Your way of working, codified and scaled
• Memory: Clio Work now remembers everything

Clio for Word: Legal AI inside Microsoft Word

Most lawyers live in Microsoft Word. Until now, that meant copying and pasting text, and jumping back and forth between multiple tools to work with AI.

Enter: Clio for Word.

Clio for Word brings Clio Work’s drafting, analysis, and review directly into the environment where most legal professionals work every day.

Lawyers can now leverage one of the world’s largest legal libraries to generate drafts and adapt precedents, all while receiving revision suggestions. Matter context and firm precedent follow you into Word, so drafting, revising, and reasoning is always informed by past legal work.

What you can do

• Draft in seconds, with full context: Generate drafts and adapt precedents, with the context of your matter and relevant case law.
• Revise with control: Clio Work reads the active document, proposes edits as track changes, and iterates conversationally.
• Analyze with confidence: Surface legal, structural, and persuasive risks. Every research result is citation-backed and linked to its source, so you know exactly where your insights come from.

Clio Grow Integration: The full client picture, from intake to active matter

A client’s story rarely starts when a matter is opened. There’s usually an intake form, a consultation, and a signed engagement letter before any of that happens. For firms using Clio Grow, that context has always lived there.

Now it’s connected. Clio Work can access your Clio Grow data directly, so the full client picture across intake responses, consultation details, pipeline stage, and signed documents is right there when you need it, without switching between tools.

Not on Clio Grow yet? This is a good reason to take a look. Firms that use Clio Grow alongside Clio Work get a complete view of the client journey from the very first inquiry, with Clio Work able to act on that context the moment a client is ready to convert.

What you can do

• Check intake readiness before opening a matter. Ask Clio Work whether a prospect is ready to convert and it will review their intake form, consultation status, and any outstanding requirements, then tell you exactly what’s done and what’s missing.
• Get full client context before starting legal work. Ask for a summary of what you know about a client and Clio Work pulls together the intake form, consultation notes, and submitted documents into a single brief. No digging through Grow manually.
• Convert retained prospects into active matters. Once a client is ready, Clio Work can create the matter using the intake details already collected. You review a preview and confirm before anything changes.
• Follow up on stalled intakes. Ask why an intake isn’t ready and Clio Work identifies the gap. Tell it to send a reminder and it drafts the follow-up using the right Grow template, ready for your approval.

Every action is confirmed before it happens. Clio Work shows you what it found and what it plans to do, and you stay in control throughout.

This release is only available to firms who have Clio Grow & Clio Work.

Skills: Save how you work so Clio Work matches your standards

Every legal professional has their way of working: unique standards, structure, and tone. Until now, that knowledge lived in a person’s head or in a shared document. Now it is integrated directly into Clio Work.

With skills, Clio Work can save each firm or legal professional’s unique way of working and apply it consistently, helping teams operate efficiently at scale. Examples include the way a partner likes their demand letters drafted, how redline analysis is written, or the matter summary format the firm has standardized are all applied each time Clio Work performs that task.

Two types of skills

• Custom skills: Describe in plain language your preferences and standards for a specific task or outcome, and Clio Work saves those directions as a reusable skill. Building skills is as easy as starting a conversation with Clio Work. You can also dive deep into specific edits in the Skills editor.
• Pre-loaded skills: Built by Clio, skills like “discovery review” and “memo drafting” are available to use right away to get you started.

Check out this video to see skills in action.

Memory: Clio Work now remembers everything it’s done

Clio Work always understood your matter and the relevant law. But knowledge captured during one conversation did not extend to future ones.

Now Clio Work retains everything. It can draw on past interactions to surface how a task was done, the parties involved, drafting decisions, and individual preferences like style and tone. This helps legal professionals pick up where they left off, even if they haven’t worked on the matter in a while.

What Memory holds

• Key facts: including parties, jurisdictions, and matter changes.
• Individual preferences: including drafting style and tone.
• Past conversations: including related legal outcomes and what you did previously.

Looking ahead

If you haven’t tried Clio Work yet, now is a great time to see what it can do for your practice. Start your free trial and put it to work on your next matter.

Clio Work is purpose-built for the way legal work actually gets done.

Clio, the global leader in legal AI, today launched Clio Work in Canada, AI that understands matters, their context, and the law. Clio Work is grounded in verifiable legal authority, including over 470,000 Canadian cases.

Since launching in October 2025, Clio Work has become the fastest-adopted product in company history. It arrives in Canada as lawyers move beyond AI experimentation and reach the limits of generic solutions. Clio’s Legal Trends for Canadian Law Firms Report found that 95% of Canadian legal professionals are using AI in some capacity. However, most rely on generic AI tools that were never designed for legal work, let alone Canadian legal work.

The result is a familiar challenge. Generic AI can help with individual tasks, but every new request requires lawyers to provide the context, confirm the supporting facts and authority, and piece together information from multiple places before they can move the work forward.

Clio Work changes that. By bringing together the full context of the matter with authoritative legal content, Clio Work is AI that helps lawyers identify legal issues, pressure-test arguments, uncover risks and opportunities, shape strategy, determine the strongest path forward, and carry that thinking through to drafting.

“What we’re hearing from lawyers already using Clio Work is relief,” said Luke Slan, General Manager, Canada, Clio. “For the first time, they have an AI that actually knows their work. It feels less like a tool they have to manage and more like a colleague they can rely on for real client work. Tens of thousands of legal professionals are already using Clio Work, and we’re thrilled to bring that experience home to Canadian lawyers.”

Matter-aware AI for end-to-end legal work

Unlike generic AI tools, Clio Work functions inside the matter. It draws on documents, tasks, deadlines, client communications, notes and relevant law to ground outputs in the work at hand, not just a prompt. With it, Canadian legal professionals can:

• Make sense of a matter fast, pulling the key facts, claims, risks, and dates from the details on file.
• Research Canadian law and see how it applies, finding relevant authority with every result linked to its source.
• Pressure-test strategy before committing, weighing strengths, weaknesses, and risks.
• Draft and refine work product, creating new drafts and improving existing ones.

Complex, multi-step tasks can be delegated through simple instructions and the agentic capabilities at the core of Clio Work will plan and execute them. Outputs are generated in sequence while providing full visibility and control at every stage.

Built on Canadian legal data

The Canadian launch follows Clio’s acquisition of Jurisage, the Canadian legal AI and data company behind one of the country’s most comprehensive AI-ready data sets. Its database covers more than 470,000 Canadian cases across 40+ courts and is updated daily, pairing local law with the depth of Clio’s broader library. With Jurisage, Clio Work outputs are traceable to their sources and designed for the lawyer to review. That way, Clio’s legal AI enhances and accelerates work without replacing professional judgment.

“The Jurisage acquisition paved the way for the Canadian launch of Clio Work,” said Jack Newton, CEO and founder of Clio. “No other AI understands both the specifics of a firm’s matters and Canadian law itself. That’s a powerful combination, and we believe it’s going to fuel the future of legal work in Canada.”

Adopters across other regions are already seeing the impact:

“Clio Work really levels the playing field for me. It’s a force multiplier that takes the tedious parts off my plate and helps me focus on the work that matters most.”

— Partner, Williams & Hamilton

“Clio Work isn’t a nice-to-have for me. It’s something I rely on every day, and it’s replaced the generic AI tools I used to depend on.”

— Firm Owner, Matechik Law Firm

Clio Work is available now in Canada. Learn more at clio.com/ca/work.

Every model upgrade has to earn its place by improving the work customers receive, and GPT-5.6 did exactly that. Starting today, GPT-5.6 is available in Clio Work and Vincent.

In Clio’s legal-research evaluations, Vincent with GPT-5.6 scored 6% higher for completed-answer quality than with GPT-5.5. It also identified 6% more of the authorities our legal experts expected to find during research. For customers, that means a stronger first answer and a broader research process.

Better answers, anchored in authority

We evaluated representative legal-research tasks using expert-defined criteria for the completed answer and the authorities identified during research. These measures capture two distinct parts of the work: the quality of the answer Vincent delivers and its ability to find the legal authorities our experts expected to see along the way.

The results point to a more complete first pass. GPT-5.6 helps Vincent answer the legal question more effectively while surfacing more of the expected authorities during the research process. Lawyers begin with stronger work to review, verify, and develop further.

Legal research improvements

Relative improvement compared with GPT-5.5

Source: Clio’s evaluations of GPT-5.5 and GPT-5.6 in Vincent. Relative changes rounded to the nearest whole percentage.

In our transactional client-matter evaluation, GPT-5.6 also used 3% fewer model tokens while delivering broadly comparable overall performance.

A model upgrade is valuable only when it improves the work delivered to legal professionals. Vincent and Clio Work continue to combine advanced AI models with authoritative legal content, transparent sources, and workflows designed for legal work.

Sources are visible and the work product is reviewable, helping legal professionals verify the result and apply their judgment with confidence. GPT-5.6 strengthens that experience, and it is available in Vincent and Clio Work today.

Practice the future of law today

With Clio Work, you go beyond generic chatbots and use AI that understands the context of your matters and delivers precise, cited legal research, analysis, and drafting that moves your cases forward.

Vincent Skills gives law firms and corporate legal departments a way to define how Vincent performs legal tasks, and apply those standards consistently across matters, attorneys, and time, without re-prompting each session.

Clio, the global leader in legal AI, today announced the launch of Vincent Skills, a new capability that allows law firms and corporate legal departments to define how Vincent approaches specific legal tasks and apply those standards consistently across attorneys and matters.

With Vincent Skills, legal teams can define how Vincent approaches specific tasks by authoring a Skill in plain language. Once published, Vincent applies it automatically whenever the relevant task context arises. A Skill captures the things that make a firm’s work distinctly theirs: the research approach it takes in a specific jurisdiction, the drafting standards it holds for a particular contract type, and the conventions it brings to document review.

The know-how Vincent draws on as it sets and completes tasks comes directly from a firm’s own knowledge and standards. The shift is fundamental: Vincent is a thinking-and-doing partner you can hand work to, not just a tool to get your work done.

“Reusable prompts are quickly becoming table stakes. The harder problem is turning a firm’s standards into governed AI capabilities that lawyers can actually use in legal work.” said Dan Hoadley, Senior Director, Product Management at Clio. “Vincent Skills gives firms a way to capture how they want work done, control how those capabilities are deployed, and apply that expertise consistently across the organization.”

Predefined skills covering research, drafting, summarization, matter understanding, and document review are available out of the box. Attorneys and administrators with the appropriate permissions can author firm-defined Skills, customize existing Skills, or create a new Skill from a successful Vincent interaction.

Vincent Skills ships with the governance controls firms require. Through a tiered permissions model, administrators decide which Skills are available to which attorneys, builders author and refine them, and no Skill reaches the broader practice without Administrator sign-off. Skills can be tested and previewed before deployment, giving knowledge management and innovation teams confidence before any capability goes firm-wide. Alongside Vincent Skills, Clio is also launching a personal preference layer that gives each attorney a persistent style, allowing them to define their preferred tone, format, and output conventions once, and have Vincent apply them automatically from that point forward.

“For most firms, translating how their lawyers approach legal work into something AI can apply consistently has meant a significant implementation effort,” Hoadley continued. “Vincent Skills gives firms a structured way to preserve that expertise and make it available to every lawyer on the team, without losing the human checkpoints that high-stakes legal work requires.”

Unlocking deeper awareness through Memory

Clio also launched Memory in Vincent, a new capability that ensures all legal work is informed by what has been done before.

With Memory, Vincent now remembers every interaction. It surfaces key information such as how a task was done, the parties involved, and drafting decisions, even if that information was not specifically encoded into a skill. Vincent also flags conflicts with what it has remembered versus new activity in a matter, such as discrepancy between a date in a document and what was said in a communication, to ensure it has the most up-to-date information stored. It never trains on matter data, but surfaces key information while respecting data retention windows.

Together, these updates reinforce Clio’s commitment to building the ultimate legal AI workspace, one that’s trusted, secure, and evolving to meet the needs of legal professionals around the world. Skills codify the way legal work should be delivered. Memory ensures that all past legal work carries forward.

To learn more, visit

clio.com/enterprise/vincent.

Canadian law firms can now offer clients a flexible way to pay over time through Clio Payments.

Clio, the global leader in legal AI, today announced that Pay Later with Affirm (NASDAQ: AFRM) is now available to law firms in Canada through Clio Payments. Affirm empowers consumers and helps merchants drive growth through its payment network.

The new payment option gives approved clients the ability to pay legal fees in installments over time, while firms get paid in full upfront, making it easier for Canadians to access the legal support they need. Affirm never charges late fees, hidden fees, or compounding interest, so clients always know what they’ll pay.

Law firms and their clients often operate within a misaligned financial model. Firms may require large upfront retainers to begin work, while clients may not have immediate access to funds, even when a positive outcome is expected. This friction limits access to legal services and constrains firm growth, a challenge that is especially acute for solo, small, and mid-sized firms.

“Canadian law firms tell us that financial friction is one of the most stressful parts of running a practice,” said AJ Axelrod, Vice President, Payments and Financial Services at Clio. “Pay Later with Affirm changes that dynamic. By building this directly into the Clio platform, we’re making legal services more accessible and more sustainable for people across Canada, and we’re helping firms operate with financial confidence.”

Pay Later is automatically available and easy to use. Affirm manages billing and payment collection, while the firm receives the invoice amount up front. By embedding Pay Later directly into Clio Payments and Clio Manage, Clio ensures that every transaction is seamlessly reconciled, kept compliant with trust accounting rules, and managed within a single, centralized workflow.

“Our partnership with Clio reflects a growing demand for a way of paying that matches the way modern businesses operate,” said Wayne Pommen, Chief Revenue Officer at Affirm. “By embedding Affirm directly into Clio’s platform, we’re helping to expand access to legal services, and in turn, helping Canadian firms grow their businesses.”

To learn more, visit

clio.com/features/payments/pay-later-legal-fee-financing/.

Q2 brings agentic execution, Vincent into Microsoft Word, a mobile app, and research that reaches beyond the library. See what's new in Vincent

In the second quarter of 2026, Vincent became more present across the legal workday.

Each release expanded where attorneys can put Vincent to work, how naturally they can direct it, and how much context they can bring into the conversation. Together, these updates point to a clear direction: legal AI that does not sit off to the side, but becomes part of the way attorneys research, review, draft, and move work forward.

This quarter built on Vincent’s foundation of authoritative legal intelligence by making it more accessible, more adaptable, and more connected to the places legal work already happens.

Agentic execution: Vincent works toward your goals

Attorneys think in outcomes, not individual steps. Agentic mode ensures Vincent works the same way.

Today, 90% of work done through Vincent goes through Agentic mode, where Vincent reasons through the steps to approach the task, and selects the right tools, jurisdictions and data sources to achieve its goal.

The reasoning stays just as rigorous at every step. Real-time thinking traces show what Vincent is doing as it works. Attorneys can interrupt, redirect, or refine at any point, staying in control of the outcome.

It’s a tool attorneys reach for without a second thought, not a workflow they have to remember.

Vincent Tables: Structured analysis, surfaced automatically

Tabular Review gives attorneys a structured way to analyze large volumes of documents, compare information across sources, and turn complex review into organized, usable outputs.

Now, Vincent can recognize when a task would benefit from that kind of structured analysis and surface it automatically. When attorneys ask Vincent to review, compare, extract, or organize information across documents, Vincent can bring the work into a table with structured rows, editable fields, and source links directly in the conversation.

The result is a more intuitive path to high-quality document analysis. Attorneys do not need to choose a workflow upfront or know which format will work best. Vincent helps shape the output around the task, making structured review feel like a natural extension of the conversation.

Vincent app: Legal AI for wherever the work is

The courtroom, the client meeting, the commute. Legal work happens everywhere, and now Vincent does too.

With the Vincent by Clio app, attorneys have full access to the Clio Library, voice dictation, and document analysis wherever they are. Work started on mobile syncs directly to desktop. A research thread opened on the way to a hearing can be picked up again without losing context. Vincent moves with the attorney, not the other way around.

Clio for Word: Research and drafting, inside Word

Most lawyers live in Microsoft Word. Clio for Word meets them there.

Vincent reads the live file, including comments and in-progress redlines, then delivers edits as native Word Track Changes. Each suggestion shows up as a redline to accept or reject, using the same review process attorneys already use with colleagues and opposing counsel.

The research stays in one place. There’s no need to copy outputs, switch tabs, or rebuild context. Drafting stays exactly as instinctive as it already was.

SEC corporate filings: Natural-language research in minutes

Until now, finding risk factors, material agreements, and clause benchmarks in SEC filings meant opening documents one by one. An M&A associate searching for warranty carveout language across tech acquisitions could spend a day on what should take minutes.

Vincent now gives attorneys natural-language access to more than 30 years of SEC filings. Ask a question and get structured answers across 10-K annual reports, 8-K current reports, and thousands of filed legal agreements. Each answer provides a direct link back to the source. It fits directly into the drafting and research workflows where legal work already happens, so attorneys don’t have to change how they work to use it.

Web sources: A complementary research layer for the Clio Library

Sometimes the legal answer starts with authority, but the full picture depends on what is happening around it.

An attorney assessing a new regulatory issue may need the statute, cases, and commentary, but also the latest agency guidance, a law commission paper, or public analysis showing how the change is being interpreted in practice.

Web sources bring that broader context into Vincent without blurring the line between authoritative legal research and open-web material. Clio Library sources still come first. Web results appear as a supplemental layer, clearly labeled in the Cited Sources Tray, so attorneys can see where each source came from and evaluate it accordingly.

The result is more complete research inside a controlled legal AI workflow. Attorneys can start with the authority they trust, then expand the record when the issue calls for current, emerging, or contextual material beyond the library.

Performance & precision: The details that don’t slow you down

A set of upgrades in recent months work at the level of everyday use: translation, dictation, citation confidence, drafting, and document access.

• Full document translation:

  Vincent now handles full-length translation end-to-end, with no cut-offs and no manual stitching.

• Voice mode on desktop:

  Voice dictation enables hands-free prompting when moving between documents or when the question is long enough that speaking is faster than typing.

• Authority Match:

  Case citations in document analysis responses are automatically verified against the Clio Library and surfaced inline so attorneys can check authority without leaving the workflow.

• Legal Pad:

  Attorneys gain a side-by-side editing space to refine AI-generated research into a cohesive first draft, without leaving the interface.

• DMS integrations:

  Direct integrations with iManage, NetDocuments, SharePoint, and Google Drive mean data stays in your secure environment, with no files touching local hardware.

That’s the Q2 release. July will bring a series of releases to expand the power of the Vincent agent, as well as increased coverage for SEC filing types, and continued development in Clio for Word. See you next month.

The Florida Bar is the first state bar to offer eligible members free access to Clio Work, the AI-powered legal workspace from the global leader in legal AI

Clio and The Florida Bar are collaborating to bring legal AI to lawyers across the state through the Preferred Bar Program, announced at the 2026 Florida Bar Annual Convention in Orlando.

Clio, the global leader in legal AI, today launched the Preferred Bar Program in collaboration with The Florida Bar to bring legal AI to lawyers across the state. Eligible members will receive four months of unlimited access to Clio Work, Clio’s category-defining legal AI workspace, followed by limited access for the duration of the agreement. As the first state bar in the United States to make legal AI complimentary as a part of membership, The Florida Bar is pioneering a new approach to technology adoption in the legal profession. Through the Preferred Bar Program, Clio is the first and only company to offer bar associations and their members free access to legal AI — moving beyond discounts and paywalled offerings to put transformative technology directly into the hands of legal professionals.

The collaboration arrives at a pivotal moment in the legal industry. AI is transforming legal work, enabling lawyers to provide higher quality deliverables, operate more efficiently, take on additional clients and increase access to justice. However, generic tools are more susceptible to hallucinations than purpose-built legal AI. They don’t know the law or the context behind a matter, which limits the accuracy and utility of their answers.

Clio Work addresses that issue. It interprets facts and files, cites relevant authorities, and shapes arguments to produce clearer reasoning and stronger judgment. By understanding both a lawyer’s matters and the law, Clio Work delivers trusted research, analysis, and strategy. And now it’s accessible to every lawyer in Florida.

“AI is profoundly transforming the legal profession, but too many lawyers are using generic AI tools that can lead to an ethical minefield,” said Philip Rosenthal, Head of Bar and Academic Partnerships at Clio. “There’s a huge risk to client confidentiality and hallucinations when AI has no grounding in the law. Together, The Florida Bar and Clio offer a better path with the launch of the Preferred Bar Program. It gives lawyers free access to state-of-the-art, safe, and secure legal AI with Clio Work. We are thrilled to inaugurate this program with The Florida Bar, one of the most innovative state bars in the country.”

Sia Baker-Barnes, Florida Bar President said, “The Florida Bar is committed to ensuring our members have the support they need to navigate new technology responsibly. Collaborating with Clio gives our members access to legal AI that was built for the way lawyers actually work, alongside the training and education they need to use it professionally and reliably. We’re proud to be first and leading the nation.”

Benefits for eligible members of The Florida Bar

This program is the latest chapter in Clio’s long-standing commitment to bars and their members. Through the relationship, Florida Bar members will be eligible for:

• Four months of full, unlimited access to Clio Work, Clio’s AI-powered legal workspace.
• Continued limited access to Clio Work upon completion of the four-month period.
• A structured training program in the responsible and ethical use of legal AI, including live and on-demand sessions designed specifically for Florida lawyers.
• A certification path in responsible legal AI use, available to members who complete the training.

Clio Work is the first legal AI workspace that understands matters and the law. It is grounded in Clio’s library of more than one billion primary legal documents, covering all fifty states and federal jurisdictions. As legal professionals add documents, matter details, and contacts to the workspace, Clio Work develops a deeper understanding of the legal context. Outputs become more relevant, more precise, and more aligned with the lawyer’s approach.

Clio’s Preferred Bar Program

The Florida Bar collaboration marks the first deployment of Clio’s Preferred Bar Program, an initiative that aims to give every practicing lawyer in the United States access to trusted legal AI. The program advances Clio’s mission of transforming the legal experience for all by helping lawyers confidently adopt AI in ways that strengthen their practices and improve client outcomes.

Eligible members of The Florida Bar can register their interest for the benefit today. The benefit will become available to registered members later this year, with additional rollout details to be shared at the 2026 Florida Bar Convention, June 17–20 in Orlando.

Vincent by Clio's Collections feature has been upgraded to support larger document libraries, faster search, and more powerful AI-driven workflows. The enhancement enables legal teams to search across firm knowledge, matter archives, and practice group resources at greater scale, while helping Vincent surface more relevant information for drafting, research, analysis, and other complex legal tasks.

When Vincent by Clio’s Collections launched in 2024, the premise was to give legal teams a persistent, searchable index of their own documents. Upload your files, build your collection, and Vincent will search through them and find what you need.

As usage of Collections grew, so did the ambition of what firms wanted to do with them. Initially, firms would upload a handful of documents to their collections. Over time, they wanted to be able to upload hundreds or even thousands of documents. Firms began asking whether they could index entire practice group libraries, matter archives, or firm-wide knowledge bases. Unfortunately, the answer at the time was “not yet.”

In late 2025, Clio’s product and engineering teams did an assessment of Collections. The internal indexing system we had built in-house was not broken, but also wasn’t built for where the feature was heading. So we began to search for something built specifically to scale.

How vector search finds what a keyword search misses

When a document is uploaded into Vincent by Clio, an embedding model converts each passage into a numerical “vector,” or a point in semantic space that captures the meaning of that text. When a user queries a Vincent Collection, the system finds vectors that are geometrically close to the query vector, surfacing passages that are semantically similar to what was asked, even if they share no words.

This is what allows Vincent to understand legal language in the way it’s actually used by lawyers. A contract clause describing “unforeseeable circumstances beyond the control of either party” is semantically similar to a force majeure provision. A keyword search would not find this contract clause because it doesn’t understand that the underlying meanings are similar. A vector search does.

For legal work, a missed clause in due diligence or a missed precedent in research has significant downstream consequences. The retrieval layer underneath an AI platform is the part of the system that determines whether that platform’s output can be trusted.

While Vincent’s vector search was the right initial approach, the infrastructure behind it couldn’t scale to meet what enterprise legal teams were demanding of it.

Scaling vector search with the right infrastructure

Vector search at millions of documents, with consistent sub-second retrieval, reliable indexing, and the ability to handle variable and unpredictable load is an infrastructure problem.

As Vincent’s Collections grew, the limits of our internal indexing system became clear. Larger Collections slowed performance. Indexing new documents introduced a lag between upload and availability. And our existing architecture was not well-suited for the advanced usage our enterprise clients needed.

Turbopuffer is built for high-speed vector search at scale. It is not a general-purpose database with vector capabilities added on. It was designed from the ground up for high query volume, variable Collection sizes, and consistent performance regardless of how many documents are in the index. The “turbo” in the name represents how it was engineered for sub-second retrieval even at millions of vectors. The “puffer” in the name represents how compute scales up as the Collection size grows and contracts when demand drops.

With Turbopuffer, new documents are processed and ready for search almost immediately after upload. Collections that previously showed performance degradation at large volumes now handle significantly more documents without any change in retrieval speed or accuracy. And the architecture now supports the kind of sophisticated querying that was difficult to process with the infrastructure we had before.

Using vector search across your documents

The most significant consequence of this infrastructure change is what it enables for Vincent’s agentic capabilities. Vincent by Clio can execute complex, multi-step legal tasks from a single instruction, including drafting, analysis, research, and strategy development, without requiring the user to orchestrate each step. Underpinning this is the growing network of legal-specific skills that Vincent draws on autonomously depending on what the overall task requires.

Collections are now queryable by those agentic skills. That means Vincent can reach into a firm’s uploaded document library as part of an autonomous workflow, surfacing relevant documents while drafting, cross-referencing matter history during analysis, or pulling from a practice group’s institutional knowledge base without being explicitly directed to do so.

For this to work at scale, the retrieval layer needs to be fast enough to not become a bottleneck, accurate enough to surface genuinely relevant content, and capable of handling the document volumes that large firms operate with. Turbopuffer has delivered precisely that.

How Vincent handles your data

Because Turbopuffer processes data on Vincent’s behalf, it is classified as a subprocessor under GDPR and other applicable data protection frameworks. Customers were notified in advance of its introduction, in line with our data protection obligations.

Turbopuffer does not store original documents, only vector embeddings, which are mathematical representations of meaning used for search. Vincent by Clio retains the original files. Data does not leave the customer’s existing regional environment. It runs in the same AWS region as the customer’s Vincent instance (e.g., Ireland for UK and EU customers, U.S. East for U.S. customers, Sydney for Australian customers; etc). Customer data is never used to train AI models. These are zero-data retention standards applied consistently across the stack.

What this unlocks next

The move to Turbopuffer is the foundation, not the finish line. The new architecture supports capabilities that were difficult or impossible to build on what we had before, including significantly larger Collections, more sophisticated document analysis, and deeper integrations with firm knowledge bases that allow Vincent to operate with a richer, more complete picture.

The agentic layer is already live. The retrieval layer that makes it useful at scale is now in place. The next phase is building on both, expanding on what Vincent can find, what it can do with what it finds, and how seamlessly that happens within the workflows that legal teams already rely on.

The goal is to shape a version of Vincent by Clio that knows your firm’s work as well as your best lawyers do. This infrastructure is the latest step in getting there.

Ready to see how Vincent by Clio’s upgraded Collections would perform at your firm?

Request a Demo Today

May releases

May brings Vincent into Microsoft Word, a workflow for full-length document translation, multi-step research with every cited source surfaced inline, and the open web as a complementary layer to the Clio Library. Vincent also reaches further into matter collections, with agentic search across firm-curated documents. Here’s what’s new.

April’s releases sharpened Vincent’s core experience with agentic execution, citation safeguards, and natural-language access to thirty years of SEC filings. May’s releases extend Vincent’s range. Clio for Word brings Vincent into the Microsoft Word sidebar with native track changes. Translate Documents handles full-length legal documents end-to-end. Agentic research surfaces every cited source in a new side panel. Web search extends grounding beyond the Clio Library when a query calls for it. And Vincent can now agentically search across matter collections during multi-step research.

Clio for Word: Legal AI inside Microsoft Word

Most legal work happens in Microsoft Word, not in a chat window. Until now, using Vincent meant breaking the drafting flow to switch tabs, ask a question, or pull a citation.

Clio for Word in beta, brings Vincent directly into the Word sidebar. Vincent reads the active document in full, including comments and existing redlines, and proposes edits using native Word Track Changes.

• Edits as native track changes: Every suggestion lands as a redline that attorneys can accept or reject using the same workflow they already use with colleagues and opposing counsel.
• Conversational document review: Ask Vincent to identify risks, inconsistencies, missing provisions, or structural issues without leaving Word.
• Draft from a blank page: Describe the situation, generate a first draft directly in Word, and iterate from there.

Translate Documents: Full-length legal translation, end-to-end

Pasting a long legal document into a generic chat usually ends one of two ways: the output cuts off partway through, or the model interrupts mid-document to ask if it should continue. Neither is acceptable when the qualifying language in a survival clause or jurisdictional carve-out matters as much as the prose around it.

The new Translate Documents workflow handles full-length translation end-to-end. Upload one or more documents, pick a target language up front, and Vincent works through the file section by section in the background, returning one complete, polished translation.

• Language flexible: Accepts regional variants like English UK and Brazilian Portuguese. Vincent asks up front and re-prompts if the request is ambiguous.
• Built for length: No size limits, no chunking, no “do you want me to continue?” interruptions.
• One-click handoff: Upload, choose a language, get the translation. No manual stitching at the end.

Agentic legal research: Every cited source, surfaced inline

Vincent’s agentic research plans queries, gathers sources, and synthesizes answers across the Clio Library. Until now, the sources powering each answer lived inline in the response, harder to scan when a session ran long.

The new Cited Sources Tray surfaces every case, statute, and authority Vincent retrieves during agentic research in a clean side panel. Attorneys can open the tray and return to it at any point in the conversation. Each question in a session has its own cited sources view, so it’s easy to navigate between sources without losing your place.

Answers your team can trace back to their source are answers they can act on with confidence.

Web search: A complementary research layer for the Clio Library

The Clio Library is Vincent’s foundation: a curated, citation-quality corpus of cases, statutes, regulations, and commentary that every Vincent research and drafting capability is built on. Some research questions, though, need information that lives beyond the library: regulator guidance from this morning, news coverage of an active matter, an analyst note just released.

Web search brings the open web into Vincent as a complementary layer alongside the library.

Vincent always prioritizes Clio Library sources first; web search supplements the record when a query calls for materials outside the library. Web sources are clearly identified in the Cited Sources Tray as a distinct source type, so attorneys always know what they’re working with.

For a securities litigator working a fraud-on-the-market claim, that means pulling a defendant company’s recent earnings call and trade-press coverage into the same response that grounds the controlling precedent from the library. For regulatory counsel, it means citing an agency release from this morning alongside the statutory framework that governs it.

• Off by default: Web search is opt-in.
• Per-conversation control: Toggle on or off for each research session.
• Admin governance: Firm administrators can enable or disable web search at the organization level.
• Zero data retention: Research stays within your secure, governed environment. Contractual zero-retention guarantees ensure no queries are used for model training or retained by third-party providers.

Agentic collections: Matter-aware reasoning, at any scale

Collections already let firms group documents around a matter and run Vincent across them. Now Vincent can search collections agentically, reaching into them alongside its other research tools to pull the relevant clauses, exhibits, and precedent from the matter at hand.

Powering that is Turbopuffer, a vector search engine purpose-built for enterprise scale. Vector search is the technology that lets Vincent find content by meaning rather than by exact keyword: every document in a collection is converted into a mathematical representation (an embedding), and queries are matched against those representations to surface the most semantically relevant passages. Nothing changes in how teams interact with Vincent; the improvements work entirely behind the scenes.

Your data stays within your existing regional environment. Turbopuffer stores only the mathematical representations used for search, never the text of the documents themselves.

That’s the May release. Several notable updates are already queued for June, with new capabilities coming to Vincent and continued expansion of Clio for Word. See you next month.