Clio Release Notes

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.

Define how legal tasks should be done once, and Clio Work stores that knowledge for future use.

Clio, the global leader in legal AI, today introduced skills in Clio Work, a capability that enables its legal AI to learn how legal professionals handle certain types of work and apply those preferences consistently to future matters.

With skills, legal teams operate more efficiently at scale and work aligns with each legal professional’s unique standards, structure, and tone.

Skills also become a firm-wide asset. The way a partner likes their demand letters drafted, how redline analysis is written, the matter summary format the firm has standardized–that knowledge used to live in one lawyer’s head or in a shared document. Now that knowledge is integrated directly into the work itself, helping legal professionals stay aligned to firm standards and preferred approaches as work happens across the firm.

“Legal professionals shouldn’t have to re-introduce themselves to their AI every morning,” said Robin Chesterman, Senior Director of Product at Clio. “Skills changes that relationship. Clio Work now remembers how you want your work done and matches the approach every time after that. As your practice evolves, you tell it to update the skill in conversation, and it does just that.”

No technical setup, no prompt engineering

There are two main types of skills offered in Clio Work:

First, custom skills are developed by legal professionals to house their unique way of working. They can describe the writing tone, preferences, and standards for a specific task in plain language, and Clio Work saves those directions as a reusable skill. The next time the task comes up, Clio Work applies what it knows without any prompting.

Second, pre-loaded skills built by Clio are available in the skill library. Examples include discovery review and memo drafting skills. Installation is quick and easy, allowing legal professionals to use these right away.

Creating a skill in Clio Work doesn’t require technical setup or prompt engineering. A legal professional can tell Clio Work, “remember this for next time,” or “save how you did that,” and Clio Work will create a skill, asking questions when it needs clarity. Updates can be made to skills without leaving the workflow, or through an in-depth editor. As a result, skills remain accurate and evolve with a firm.

With skills, legal professionals can:

• Tell Clio Work how they like a task done and have that direction applied consistently
• Save a successful output as a reusable skill in a single step
• Keep skills private to individual users or share them across the firm
• Browse recommended skills to get started the right way
• Update Clio Work in conversation to refine a skill over time, or edit skills directly for finer control

Built on Clio’s legal foundation

When a skill runs in Clio Work, it executes on Clio’s library of more than one billion legal documents. For firms using Clio Manage, Clio Work also understands the full context of their matters including related documents, contacts, communications, notes, tasks, and deadlines. The result is work grounded in both the firm’s preferred approaches and the specifics of the matter, client, and relevant law.

“The most valuable knowledge in a firm shouldn’t be restricted to a handful of lawyers,” continued Chesterman. “Skills help firms operationalize that expertise so it can be applied more broadly, more reliably, and with far less repetition.”

Skills are available today to all Clio Work customers. To learn more, visit clio.com/work.

Clio Work subscribers can now expedite and enhance document creation with AI that understands their matters and the law.

Clio, the global leader in legal AI, today launched the beta for Clio for Word, a Microsoft Word add-in that brings AI-powered drafting, analysis, and review from Clio Work directly into the environment where most lawyers work every day

With Clio for Word, users can leverage the world’s largest legal knowledge database, plus your firm’s documents and matter details, to generate first drafts and adapt precedents, all while receiving revision suggestions. Clio Work’s legal AI reads the full content of any open document, including track changes, comments, tables, and footnotes, and proposes revisions. Attorneys can accept or reject suggestions individually, preserving full control over the final document. Every modification flows through Track Changes so nothing is altered without review.

Beyond drafting, Clio for Word enables document analysis through conversation with AI, surfacing legal, structural, and consistency risks across both clean documents and those with existing tracked changes.

Users can ask plain language questions, request broad reviews, and guide analysis with targeted prompts around tone, argument flow, and clause concerns. The tool connects directly to Clio Work, accessing past analysis and research and using it to both shape recommendations and verify reasoning in Microsoft Word. That way, lawyers can validate legal work while reducing the need to toggle between applications.

“Clio for Word amplifies the tool legal professionals use every day by bringing authoritative, citation-backed AI to every document you touch,” said Tucker Cottingham, Senior Director of Product Management at Clio. “Validated by our global document database, Clio for Word helps lawyers produce better documents faster, without switching applications and losing context.”

The Clio for Word beta is available to all Clio Work subscribers, and is slated to launch in general availability later in 2026.

To learn more, visit

clio.com/work.

Clio brings Vincent directly into Microsoft Word, allowing lawyers to draft, review, and revise where they already work.

Clio, the global leader in legal AI, today announced the beta launch of Clio for Word, a Microsoft Word add-in that brings Vincent’s generative AI drafting and review capabilities directly into where lawyers work every day.

Microsoft Word is where legal work product is created, negotiated, and finalized, and with the launch of Clio for Word, Vincent is now embedded directly in the tool lawyers already live in. Vincent reads the active document in full, including comments and existing redlines, and proposes edits using native Word Track Changes. Lawyers can surface risks, inconsistencies, and structural issues conversationally, or draft from a blank page by describing the situation and iterating directly in Word. Every suggestion appears as a redline that can be accepted or rejected, following the same review process legal professionals already use with colleagues and opposing counsel.

As law firms evaluate AI tools for legal work, the expectation that those tools operate natively inside Word has become a baseline requirement. Clio for Word was built to meet that expectation.

“The measure of a good legal AI tool is whether it earns a place in the process lawyers already trust,” said Dan Hoadley, Senior Director of Product Management at Clio. “Vincent inside Word is a meaningful step toward that. We launched in beta deliberately because the best way to build the right product is with our customers, in their documents, as they work.”

For legal professionals, the practical impact is immediate. There are no new tools to learn and no change in behavior required. Vincent meets them inside the application they already spend most of their day in, working within the full context of the live document.

Clio for Word capabilities will expand continuously throughout the quarter, with each update shaped directly by customer feedback. Clio currently serves more than 400,000 legal professionals across more than 130 countries and is approved by over 100 law societies and bar associations worldwide.

To learn more or request access, visit www.clio.com/vincent.

April brings agentic execution to Vincent, a new citation safeguard for uploaded documents, hands-free dictation on desktop, and natural-language access to SEC filings.

Each release pushes Vincent further toward how legal teams actually work. Here's what's new.

After a quarter focused on extending Vincent’s reach through firm-specific workflows in Studio, the new mobile app, and native DMS connectivity, April’s releases turn inward to sharpen Vincent’s core experience. Enhancements to performance and search make everyday work faster and more reliable, while Authority Match adds confidence by verifying citations from uploaded documents. Voice Mode now extends to desktop, making it easy to dictate prompts hands-free wherever you work. At the same time, Vincent provides natural-language access to three decades of SEC corporate filings, opening up a deeper layer of research without changing how attorneys already work.

GPT-5.5 in Vincent: A new bar for substantive legal work

On April 24, alongside OpenAI’s launch of GPT-5.5, every Vincent customer was upgraded to the new model for agentic mode and document drafting. The upgrade powers the agentic capabilities and sets the foundation for the next generation of end-to-end legal work in Vincent.

GPT-5.5 delivered the highest overall score we’ve recorded against our internal evaluation set at 87.2%, outperforming every other frontier model we tested. The biggest gains showed up in the work that pushes models hardest:

• Citing the controlling authority: On research tasks that require pinpointing the specific case, statutory section, or commentary rather than just describing the rule, GPT-5.5 delivers a 20% relative improvement over the prior generation.
• Reading the whole document: On contract analysis, deal-point extraction, and discovery across large file sets, GPT-5.5 captures the qualifying language earlier models would skim past, including survival periods, fraud carve-outs, and jurisdictional conditions. That works out to roughly a 7% relative improvement on document-analysis scenarios, with larger gains at higher reasoning effort.
• More efficient reasoning: GPT-5.5 spends fewer tokens deliberating internally for the same quality of answer. In one comparison, it used ten times fewer reasoning tokens per tool call, which means faster responses and more headroom in the context window for Vincent to retain context across long, multi-turn sessions.

Authority Match: A new citation safeguard for uploaded documents

Vincent already cites directly to sources within the Clio Library during research workflows, giving your team a clear path back to the underlying authority in Vincent’s responses to legal research tasks. Authority Match extends that assurance to a different surface area: Vincent’s document analysis workflows. US and UK case citations mentioned in Vincent’s responses to document analysis tasks are now verified against the library, and the result of that check shows up alongside the citation itself.

Hover over any citation to instantly see whether the authority was found in Vincent’s library.

• Matched: verified against Vincent’s sources and ready to open.
• No Match: not found in the library, which may reflect a citation variation or a gap in coverage, so attorneys can quickly verify the source if needed.

Attorneys get a fast visual signal of where every cited authority stands, and they can move from output to verification without leaving the response.

Voice mode on desktop: Hands-free dictation, wherever you work

Speech-to-text was one of the most well-received additions to the Vincent by Clio mobile app. April brings the same capability to desktop, so attorneys can dictate prompts hands-free at their workstation, whether they’re moving between documents or working through a long question that’s faster to speak than to type. Voice Mode now works across both surfaces, with no extra setup.

Studio User Groups: Workflow access without the manual overhead

Sharing a Studio workflow used to mean a binary choice: open it to the entire organization, or add users one at a time. Neither option scaled well for firms with distinct practice areas, regional teams, or rotating project groups. Adding a hundred names individually every time a workflow needed to ship was tedious and error-prone, while broadcasting workflows organization-wide left publishers without a clean way to scope access.

With User Groups, publishers can now create named groups (by practice area, office, matter team, or any other dimension) and share workflows directly with one or more groups in a single step.

• Create groups quickly: Add users via CSV upload using the provided template, or paste a comma-separated list of email addresses directly into the UI.
• Update with control: Edit groups manually in the UI, or re-upload a complete CSV to refresh the group in bulk. (Tip: export the existing list first, edit it, and re-upload to avoid overwriting members.)
• Share with one click: Once a group exists, it appears as an option under the Visibility section in Workflow Creation mode.

User Groups is now available for all publishers by default.

Explore SEC corporate filings: Natural-language access to EDGAR content

Corporate filings hold some of the most important information in business: how companies manage risk, structure deals, and make decisions. Yet the way legal teams work with that information has barely changed in decades. Filings get opened one by one, sifted through manually, and synthesized by hand.

The new EDGAR Search workflow in Vincent changes that. Lawyers can ask natural-language questions across more than 30 years of SEC corporate disclosures and legal agreements, and get structured, source-grounded answers in seconds.

• Summarize company filings: Pull risk factors, financial metrics, and material agreements from 10-K and 8-K filings for any public company.
• Benchmark across a sector: Compare disclosure language and market practice across industries in minutes, not days.
• Mine exhibits for drafting precedent: Search thousands of transactional agreements to surface clause language and market norms.

Every answer references the underlying source filing, giving attorneys a direct path back to the original document. The exhibit library is already extensive and will continue to grow throughout 2026, with additional filing types on the roadmap for later this year.

Performance & precision

A handful of upgrades this month happen mostly behind the scenes but show up in everyday speed and the quality of results.

Faster, smarter Collections

We’ve upgraded the infrastructure behind Collections by integrating Turbopuffer, a high-performance vector search engine. The improvements work entirely behind the scenes, with no change to how your team interacts with Vincent.

• Search at scale without slowdown: Collections of any size, whether 10 documents or 10,000, stay fast and responsive.
• Deeper semantic understanding: Vincent finds relevant passages based on meaning and context, not just keyword matches.
• Faster availability: Documents are indexed and ready for analysis sooner after upload.

Your data stays within your existing regional environment, and Turbopuffer stores only the mathematical representations used for search, never the text of the documents themselves. New collections are already running on the upgraded engine, and we’re migrating existing ones automatically.

A faster, more powerful Tables engine

The Tables engine has been upgraded under the hood. Vincent Tables now runs noticeably faster and stays responsive even on the kinds of large, multi-document analyses that used to slow it down.

Smarter search across Collections

Beyond the infrastructure upgrade, Collections now include AI-powered similarity search for faster, more accurate results across your data.

Drag & drop uploads

Files can now be uploaded by dragging and dropping them anywhere a document upload is supported within Vincent. No more clicking through the file picker for routine uploads.

That’s the April release. Several more updates are already queued for May, including additional EDGAR filing types and continued progress on Vincent for Word. See you next month.

Why we’re upgrading

Today, alongside OpenAI’s launch of GPT-5.5, we are upgrading every Vincent and Clio Work customer to the new model for agentic work and document drafting. The upgrade sets a new bar for what Vincent can do on substantive legal tasks, and is the foundation for the next wave of autonomous legal capability we are building across our product line.

We evaluated GPT-5.5 through Clio’s core evaluation set, designed by legal experts to reflect the work our customers do every day. This includes legal research, document analysis, drafting, discovery, and scenario-based advisory. These evaluations measure end-to-end system performance, including core agentic capabilities that support longer-horizon work, such as memory management and context retention across multi-turn sessions. They assess how effectively models orchestrated through Clio’s AI retrieve, integrate, and act on firm context, while leveraging our authoritative legal content library, one of the largest in the world.

We evaluated GPT-5.5 against every other frontier model available to us, including OpenAI’s prior-generation GPT-5.4 and models from other leading AI labs. This evaluation covered hundreds of scenarios and thousands of graded criteria, at multiple reasoning-effort levels for every model. When integrated into Vincent’s full system, including our agentic orchestration and legal data, GPT-5.5 delivered the highest overall score we recorded at 87.2%, outperforming every other frontier model we tested.

When powered by GPT-5.5, Vincent delivered the top overall benchmark score we recorded at 87.2%, higher than any other frontier model we tested.

Bigger gains on the hardest legal work

Two categories of work push frontier models hardest in our evaluation, and they are where GPT-5.5 moves furthest from the prior generation.

The first is legal research that requires citing the controlling authority, including the specific case, the exact statutory section, and the leading commentary, rather than merely describing the rule. On these tasks, GPT-5.5 delivers a roughly 20% relative improvement over the prior generation, closing gaps that earlier systems consistently left open.

The second is difficult, open-ended document work, which includes contract analysis, deal-point extraction, multi-document review, and discovery across large file sets. Earlier models would reliably surface the right answer but could miss the qualifying language, scope clauses, and secondary requirements that might alter its legal meaning. GPT-5.5 reads further into the document and captures key information: the survival periods, the fraud carve-outs, the jurisdictional conditions, the conditions of exercise. Across our document-analysis scenarios, this translates to a ~7% relative improvement over the prior generation, and the difference is even larger at higher reasoning effort. The result is an answer that is not merely directionally correct but more legally complete.

More efficient use of the context window

GPT-5.5 is markedly more efficient in how it uses tokens during reasoning. It spends fewer tokens deliberating internally for the same quality of answer than other frontier models we tested. In one comparison, it used ten times fewer reasoning tokens per tool call. In practice, this means two concrete things for our customers: faster responses, and more headroom in the context window for Vincent to retain context in long, multi-turn sessions and autonomous agent work.

What this means for our customers

Vincent’s agent mode is now powered by GPT-5.5, and customers will start to see the difference in their day-to-day work. This includes:

• Legal and matter context are seamlessly integrated. Vincent brings the relevant documents, notes, and matter history into its reasoning without user hand-holding.
• Drafted documents find more relevant precedent. Vincent’s search and retrieval work is more thorough, and that thoroughness shows up in the documents it produces.
• Routing is faster, deep analysis is better. Simple legal research questions are answered quickly; Vincent still triggers deep analysis when the task demands it and the quality of that deep analysis is meaningfully higher.
• Reasoning across provisions is stronger. On tasks that require connecting the dots between multiple contractual provisions or several authorities, Vincent delivers more complete and confident answers, with minimal boilerplate and unnecessary qualification.

Intelligence grounded in legal context

Vincent is built on top of Clio Library, a large, structured corpus of authoritative legal content spanning case law, statutes, and commentary across jurisdictions. This provides a high-quality retrieval layer that grounds every task in primary and secondary sources.

Outputs are generated against retrieved context, not prior probabilities. When Vincent cites an authority, it is drawn directly from retrieved sources used in its reasoning. When it analyzes a document, it operates on the full text. This shifts the system from plausibility to traceability.

As model capability increases, the value of that grounding compounds. GPT-5.5 handles larger context windows and longer reasoning chains more reliably, which means more of the retrieved signal is actually used. The result is tighter research, higher fidelity drafts, and less post-processing required to reach a usable output.

A foundation for the next generation

This intelligence upgrade will be foundational for the next generation of Clio’s agentic AI capabilities. Vincent will have the capability to autonomously locate and use matter context required for a task through integrated DMS tools without user guided manual selection. We are pushing the frontier of these agentic capabilities so Clio’s AI takes a more active role across legal work.

In Vincent, GPT-5.5’s extended autonomy and reasoning ability directly supports our roadmap of highly reliable autonomous legal agents that perform relevant legal work at scale. And, as we continue to deepen Vincent’s ability to leverage Clio Library and DocketAlarm data, the model’s stronger reasoning translates directly into more actionable guidance for legal professionals.

Looking forward

Consistency, reliability, and verifiability are the characteristics that unlock the full value of legal AI. That is the bar. Clio’s AI is built to meet it by integrating frontier models with our own systems, grounded in deep legal context. We partner closely with OpenAI and leading AI labs to push capabilities forward and bring the best of what’s possible to our platform, so those advances translate directly into the quality and scope of work our customers can achieve.

With Vincent by Clio, large law firms and legal teams can surface disclosures and drafting precedent from a full body of SEC content

Corporate filings hold some of the most important information in business, showing how companies manage risk, structure deals, and make decisions. Yet the way legal teams work with that information has barely changed in decades. They still open filings one by one, sift through unstructured documents, and manually piece together insights.

Today, Clio is changing that.

We’ve launched a new workflow in Vincent that enables legal teams to explore SEC corporate filings from EDGAR using natural language. Lawyers can now ask questions across more than 30 years of corporate disclosures and legal agreements and receive structured, source-grounded answers in seconds.

Instead of reviewing filings individually, teams can search and synthesize across the full body of SEC content, transforming how filing research gets done. Because this capability is natively integrated within Vincent, legal teams can move seamlessly from research to analysis to drafting in a single environment, keeping insights connected to the broader context of their work.

From documents to answers

For decades, the SEC’s EDGAR database has been foundational to corporate and transactional legal work, housing annual reports, disclosures, and the agreements that underpin them. Traditional tools, and even more recent AI products, still return lists of documents that must be reviewed and interpreted.

Vincent takes a different approach.

It synthesizes insights across filings and delivers structured answers aligned with how legal teams actually work. Lawyers can retrieve and summarize company filings, surface key risk factors and financial metrics, and compare disclosures across companies and industries. They can also analyze how specific terms and provisions are used across comparable transactions.

Every response is grounded in the underlying filings, giving attorneys the confidence to verify and apply insights directly in their work.

Built for transactional and corporate work

Lawyers working on M&A, corporate governance, and regulatory matters rely heavily on filing data to understand deal structures and risk exposure. Vincent provides a faster, more scalable way to work with that information.

A key capability is the ability to search across thousands of legal agreements filed as exhibits and surface relevant drafting precedent. Legal teams can identify how specific clauses are used across comparable transactions and apply those insights to their own work, improving both speed and consistency.

“For many transactional attorneys and corporate legal teams, filing research has been one of the most time-intensive parts of their day,” said Dan Hoadley, Senior Director of Product at Clio. “Now, you can go from a question to a grounded answer and immediately apply that insight in your work.”

The workflow also brings new depth to how corporate legal departments and corporate development teams work with filing data. This includes benchmarking executive compensation, reviewing competitor disclosures, and analyzing sector trends using publicly available filings within the same workspace they use every day.

Content coverage and ongoing expansion

At launch, the new workflow includes annual reports, disclosures, and a growing set of transactional agreements filed as exhibits. The exhibit library represents a portion of the full dataset and will continue to expand through Q3, with additional content added on an ongoing basis.

The SEC corporate filings workflow is available starting today for Vincent customers, with additional filing types and expanded search capabilities expected later in 2026. For more information, visit clio.com/vincent.

New capabilities help small and mid-sized firms use public filings for research, drafting, and due diligence.

Clio, the global leader in legal AI, today announced SEC Corporate Filings, a new dedicated workflow in Clio Work. Legal professionals working on complex business, securities, and litigation matters can now ask natural-language questions about public company filings and get structured, sourced answers directly within Clio Work.

For transactional lawyers, understanding the financial health, risk profile, and contractual norms of publicly traded corporations is vital. SEC filings have always been one of the richest sources of drafting precedent and market intelligence available, but finding relevant disclosures has historically required significant time, resources, and effort switching between tools, manually reviewing filings, and piecing insights together outside the matter.

The ability to explore SEC filings changes the game. It turns the world’s largest public financial filing database into an instantly searchable resource directly within Clio Work.

"Until now, the ability to quickly mine SEC filings for drafting precedent and market intelligence has been a large-firm advantage," said Robin Chesterman, Senior Director, Product Management at Clio. "That’s not because the information is proprietary. It’s because the tools to make it useful have been disconnected from day-to-day workflows and built for teams with dedicated research budgets. Clio Work now eliminates those barriers. For mid-market firms and lean legal teams, this is a meaningful shift in what’s possible."

Analyze relevant filing and precedents in minutes

Attorneys now have access to thousands of legal exhibits and transactional precedents drafted by top firms and filed by public companies within Clio Work.

Previously, gathering and reviewing relevant filings required significant time and manual effort. Clio Work compresses that process into minutes, allowing smaller teams to quickly find the information they need for analysis and due diligence without dedicated research staff.

With Clio Work, lawyers can leverage agentic capabilities to surface a company’s risk factors, compare disclosure language, and find clause examples from filed agreements. That information helps identify market norms and benchmark drafting language across sectors. Every response includes references to underlying filings, facilitating rapid verification and giving legal professionals confidence in their analysis.

Unlike standalone research tools or general-purpose AI platforms, the ability to explore SEC filings is natively built into Clio Work. Answers are structured and sourced, and connected to the firm’s full matter context including documents, notes, communications, tasks, and deadlines. Lawyers can move from a client question about a public company to a sourced answer or clause example without leaving the same workspace where they manage matters, build strategy, and draft work product.

At launch, the initial offering provides access to 10-K (Annual reports), 8-K (Current reports), and 8-K exhibits. Future updates will expand filing coverage and deepen drafting workflows, enabling attorneys to move directly from a filing insight to a client-ready draft in Clio Work.

With Vincent by Clio, large law firms and legal teams can surface disclosures and drafting precedent from a full body of SEC content.

Corporate filings hold some of the most important information in business, showing how companies manage risk, structure deals, and make decisions. Yet the way legal teams work with that information has barely changed in decades. They still open filings one by one, sift through unstructured documents, and manually piece together insights.

Today, Clio is changing that.

We’ve launched a new workflow in Vincent that enables legal teams to explore SEC corporate filings from EDGAR using natural language. Lawyers can now ask questions across more than 30 years of corporate disclosures and legal agreements and receive structured, source-grounded answers in seconds.

Instead of reviewing filings individually, teams can search and synthesize across the full body of SEC content, transforming how filing research gets done. Because this capability is natively integrated within Vincent, legal teams can move seamlessly from research to analysis to drafting in a single environment, keeping insights connected to the broader context of their work.

From documents to answers

For decades, the SEC’s EDGAR database has been foundational to corporate and transactional legal work, housing annual reports, disclosures, and the agreements that underpin them. Traditional tools, and even more recent AI products, still return lists of documents that must be reviewed and interpreted.

Vincent takes a different approach.

It synthesizes insights across filings and delivers structured answers aligned with how legal teams actually work. Lawyers can retrieve and summarize company filings, surface key risk factors and financial metrics, and compare disclosures across companies and industries. They can also analyze how specific terms and provisions are used across comparable transactions.

Every response is grounded in the underlying filings, giving attorneys the confidence to verify and apply insights directly in their work.

Built for transactional and corporate work

Lawyers working on M&A, corporate governance, and regulatory matters rely heavily on filing data to understand deal structures and risk exposure. Vincent provides a faster, more scalable way to work with that information.

A key capability is the ability to search across thousands of legal agreements filed as exhibits and surface relevant drafting precedent. Legal teams can identify how specific clauses are used across comparable transactions and apply those insights to their own work, improving both speed and consistency.

“For many transactional attorneys and corporate legal teams, filing research has been one of the most time-intensive parts of their day,” said Dan Hoadley, Senior Director of Product at Clio. “Now, you can go from a question to a grounded answer and immediately apply that insight in your work.”

The workflow also brings new depth to how corporate legal departments and corporate development teams work with filing data. This includes benchmarking executive compensation, reviewing competitor disclosures, and analyzing sector trends using publicly available filings within the same workspace they use every day.

Content coverage and ongoing expansion

At launch, the new workflow includes annual reports, disclosures, and a growing set of transactional agreements filed as exhibits. The exhibit library represents a portion of the full dataset and will continue to expand through Q3, with additional content added on an ongoing basis.

The SEC corporate filings workflow is available starting today for Vincent customers, with additional filing types and expanded search capabilities expected later in 2026.

For more information, visit
clio.com/vincent.

Why we’re upgrading

With the launch of OpenAI’s GPT-5.5, we are upgrading every Clio Work and Vincent customer to the new model for agentic work and document drafting. The upgrade sets a new bar for what Clio’s AI can do on substantive legal tasks, and is the foundation for the next wave of autonomous legal capability we are building across our product line.

Over the private preview period, we evaluated GPT-5.5 through Clio’s core evaluation set, designed by legal experts to reflect the work our customers do every day. This includes legal research, document analysis, drafting, discovery, and scenario-based advisory. These evaluations measure end-to-end system performance, including core agentic capabilities that support longer-horizon work, such as memory management and context retention across multi-turn sessions. They assess how effectively models orchestrated through Clio’s AI retrieve, integrate, and act on firm context, while leveraging our authoritative legal content library, one of the largest in the world.

We evaluated GPT-5.5 against every other frontier model available to us, including OpenAI’s prior-generation GPT-5.4 and models from other leading AI labs. This evaluation covered hundreds of scenarios and thousands of graded criteria, at multiple reasoning-effort levels for every model. Within Clio’s AI, where models are combined with our agentic systems and legal data, GPT-5.5 delivered the strongest performance we recorded, achieving an overall score of 87.2%.

When powered by GPT-5.5, Clio’s AI delivered the top overall benchmark score at 87.2%, higher than any other frontier model we tested.

Bigger gains on the hardest legal work

Two categories of work push frontier models hardest in our evaluation, and they are where GPT-5.5 moves furthest from the prior generation.

The first is legal research that requires citing the controlling authority, including the specific case, the exact statutory section, and the leading commentary, rather than merely describing the rule. On these tasks, GPT-5.5 delivers a roughly 20% relative improvement over the prior generation, closing gaps that earlier systems consistently left open.

The second is difficult, open-ended document work, which includes contract analysis, deal-point extraction, multi-document review, and discovery across large file sets. Earlier models would reliably surface the right answer but could miss the qualifying language, scope clauses, and secondary requirements that might alter its legal meaning. GPT-5.5 reads further into the document and captures key information: the survival periods, the fraud carve-outs, the jurisdictional conditions, the conditions of exercise. Across our document-analysis scenarios, this translates to a ~7% relative improvement over the prior generation, and the difference is even larger at higher reasoning effort. The result is an answer that is not merely directionally correct but more legally complete.

More efficient use of the context window

GPT-5.5 is markedly more efficient in how it uses tokens during reasoning. It spends fewer tokens deliberating internally for the same quality of answer than other frontier models we tested. In one comparison, it used ten times fewer reasoning tokens per tool call. In practice, this means two concrete things for our customers: faster responses, and more headroom in the context window for Vincent to retain context in long, multi-turn sessions and autonomous agent work.

What this means for our customers

Clio Work and Vincent’s agent modes now run on GPT-5.5, and customers will start to see the difference in their day-to-day work. This includes:

• Legal and matter context are seamlessly integrated. Clio’s AI brings the relevant documents, notes, and matter history into its reasoning without user hand-holding.
• Drafted documents find more relevant precedent. Clio’s AI search and retrieval work is more thorough, and that thoroughness shows up in the documents it produces.
• Routing is faster, deep analysis is better. Simple legal research questions are answered quickly; Clio’s AI still triggers deep analysis when the task demands it and the quality of that deep analysis is meaningfully higher.
• Reasoning across provisions is stronger. On tasks that require connecting the dots between multiple contractual provisions or several authorities, Clio’s AI delivers more complete and confident answers, with minimal boilerplate and unnecessary qualification.

Intelligence grounded in legal context

Both Clio Work and Vincent are grounded in the Clio Library, our authoritative legal content spanning case law, statutes, and commentary across multiple jurisdictions. Clio Work can also connect to Clio Manage, allowing it to draw directly from the matter it’s working on, including documents, notes, communications, tasks, and deadlines, without the user needing to paste or re-explain context.

This grounding is what makes our AI answers usable rather than merely plausible. When our AI cites an authority, it is one it actually retrieves. When it references a clause from an engagement letter, it is one it actually reads. Because GPT-5.5 reasons more reliably across longer, richer inputs, customers get more value from the context they bring. Drafts need less cleanup, research lands closer to the final answer, and lawyers spend less time re-explaining the matter to the AI.

A foundation for the next generation

The upgrade is also foundational for the next generation of Clio’s agentic AI capabilities. Our AI can now autonomously locate and use the matter context required for a task, including documents, notes, tasks, and intake forms, without any user intervention. We are expanding these agentic capabilities so Clio’s AI takes a more active role across legal work.

In Clio Work and Vincent, GPT-5.5’s extended autonomy and reasoning ability directly supports our roadmap of highly reliable autonomous legal agents that perform relevant legal work at scale. And, as we continue to deepen our AI ability to leverage Clio Library and DocketAlarm data, the model’s stronger reasoning translates directly into more actionable guidance for legal professionals.

Looking forward

Consistency, reliability, and verifiability are the characteristics that unlock the full value of legal AI. That is the bar. Clio’s AI is built to meet it by integrating frontier models with our own systems, grounded in deep legal context. We partner closely with OpenAI and leading AI labs to push capabilities forward and bring the best of what’s possible to our platform, so those advances translate directly into the quality and scope of work our customers can achieve.

The fastest-adopted product in company history is now widely available, expanding beyond Clio Manage subscribers

Clio, the global leader in legal AI, today made Clio Work available to all solo, small, and mid-sized law firms. Previously limited to Clio Manage subscribers, Clio Work is now widely available.

Purpose-built to support the way legal work actually gets done, Clio Work interprets facts and files, identifies key issues, and helps shape arguments to produce clearer reasoning, stronger judgment, and sharper strategic direction.

Most tools operate without a true understanding of legal work, despite a swift rise in legal AI. They generate responses, but don’t know the law or the context behind a matter, forcing lawyers to bridge the gap themselves by stitching together workflows across generic AIs, disconnected applications, and legacy research platforms that were never built for the realities of daily legal practice.

Clio Work is a direct answer to those challenges. It is the first and only legal AI that understands cases and the law, delivering trusted research, analysis, and strategy.

“Firms of all sizes are turning to Clio Work to get work done,” said Jack Newton, CEO and Founder of Clio. “Its rapid adoption shows that legal AI is becoming where work begins, and Clio is defining that starting point. Expanding access to the wider legal market is the next step, giving more firms direct access to the AI setting the standard for the profession.”

Since launching in October 2025, Clio Work has become the fastest-adopted product in company history.

Unlocking the full potential of solo, small, and mid-sized law firms

Built on real legal authority, Clio Work is designed to give legal professionals immediate access to legal AI that fits into the way they already work, grounded in Clio’s global library of 1 billion+ legal documents.

Complex tasks can be delegated through simple, goal-based instructions, and the agentic capabilities at the core of Clio Work will plan and execute the steps required to complete them. Clio Work reads the facts, applies relevant law, and generates outputs in sequence while providing full visibility and control at every stage. It brings structure to the work, surfacing what matters, clarifying direction, and building confidence at every stage.

Litigation and transaction workflows allow firms to work across pleadings, discovery, depositions, contracts, policies, and more without switching systems or losing continuity.

As legal professionals add documents, matter details, and contacts to the workspace, Clio Work develops a deeper understanding of the legal context. Clio Work adapts, and outputs become more relevant, more precise, and more aligned with the firm’s approach through continued use.

Early adopters across firms of all sizes 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 raises the baseline for our junior attorneys. They’re able to work at a much higher level, much faster, reducing how often senior attorneys need to step in.”

— Director, King Law Offices

“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

Looking ahead

With strong early traction and a global rollout underway, Clio Work is poised to continue redefining the legal technology landscape by lowering barriers to entry, accelerating adoption, and empowering legal professionals to build more resilient, future-ready practices.

“This is just the beginning,” said Newton. “We believe Clio Work will become the foundation for how the next generation of legal professionals engages with technology, and we are excited to lead that transformation.”

To learn more about Clio Work, visit clio.com/work.

A new feature that allows law firms to create and manage AI workflows based on how their work is done

Clio, the global leader in legal AI technology, today announced the launch of Vincent Studio, a new feature available to large law firms and enterprise legal teams that allows organizations to tailor how Vincent is used across their business. Vincent Studio enables teams to embed their processes, expertise, and standards directly into AI-powered workflows, helping them scale institutional knowledge while maintaining consistency and governance.

As legal AI adoption continues to expand, firms are increasingly focused on how technology can support their existing ways of working. Many organizations struggle to apply generalized AI tools to complex and highly differentiated legal practices. Vincent Studio addresses this challenge by allowing firms to design workflows that reflect how work is actually performed inside the firm, capturing the accumulated judgment and experience that define its approach to legal service delivery.

“Law firms build value through the consistent application of judgment, experience, and process, but that knowledge is often difficult to scale across a growing organization,” said John Foreman, Chief Product Officer at Clio. “Firms need technology that strengthens how they work rather than introducing variability. Vincent Studio gives firms a practical way to embed their processes and standards directly into AI workflows, allowing their best ways of working to be applied consistently across teams. This helps firms expand the use of AI with confidence, improve quality and consistency in legal work, and maintain the level of oversight that enterprise legal practice requires.”

Vincent Studio replaces ad hoc prompting with structured, no-code workflows designed to support real legal and business processes. Through an intuitive builder interface, firms can create, refine, and manage workflows that guide users through complex work in a consistent and repeatable manner. Each workflow is composed of configurable components that define how work is performed and how outputs are generated, ensuring results align with firm standards regardless of who is using Vincent.

By structuring work in this way, Vincent Studio enables firms to formalize best practices and make them available across teams and offices. Lawyers at every level benefit from workflows that reflect firm-approved approaches, helping reduce variability in output while increasing confidence and efficiency. Over time, this approach allows institutional knowledge to remain within the firm and continue to build as workflows are refined and expanded.

Early adopters are already seeing the impact of Vincent Studio on innovation and client service.

“We are thrilled to be one of vLex’s thought partners in the development of Studio,” said Evan Shenkman, Chief Knowledge and Innovation Officer at Fisher Phillips. “Our attorneys have already seen enormous benefit from leveraging Vincent’s workflows to provide faster, better service to our clients, but the launch of Studio has dramatically expanded our firm’s ability to creatively innovate on Vincent.”

For enterprise legal teams, Vincent Studio supports broader adoption of AI by providing a clear framework for governance and quality control. Firms are able to apply AI in a way that aligns with internal expectations, supports risk management, and strengthens operational consistency. Vincent Studio reinforces how firms already operate and provides a foundation for scaling those approaches responsibly.

Vincent Studio has already been deployed with select enterprise customers through early access and beta programs, where it has supported the standardization of complex processes and enabled confident expansion of AI usage across teams. With this launch, Clio continues to evolve Vincent to meet the needs of enterprise legal organizations focused on long-term operational excellence and sustained competitive advantage.

New integrations allow lawyers to access firm knowledge directly from leading document management systems within Vincent

Clio, the global leader in legal AI, today announced the first phase of its document management system integration strategy for Vincent, expanding how large law firms access institutional knowledge during legal analysis.

Many large law firms store their most valuable knowledge inside document management systems, where matter documents, internal work product, and institutional expertise accumulate over time.

The new capability allows lawyers to retrieve documents from widely used repositories including NetDocuments, SharePoint, OneDrive, and Google Drive. Lawyers can browse native folder structures inside Vincent and bring documents directly into their workspace for examination without downloading files locally.

Document management systems serve as the primary knowledge repositories across large law firms. The new integrations allow lawyers to work with documents directly from their firm’s document management system while maintaining established governance controls. Security teams maintain the same access permissions and authentication requirements that govern documents within those systems.

“The most important information in a legal matter lives inside a firm’s document systems,” said John Foreman, Chief Product Officer at Clio. “These integrations allow lawyers to bring those documents directly into Vincent so analysis happens with the full context of the matter. When knowledge and analysis come together in the same workflow, lawyers can move from documents to legal insight much faster.”

This release marks the first phase of Clio’s effort to connect Vincent with the systems where legal knowledge is created and stored. Document management systems hold the history of a firm’s work across matters and practice groups. By enabling direct retrieval from those systems, Vincent allows lawyers to quickly and securely bring relevant matter materials into their analysis without disrupting established document management workflows.

The launch supports Clio’s continued investment in the enterprise segment through Clio for Enterprise, the company’s division focused on large law firms and corporate legal departments managing legal operations at scale.

From customizable workflows in Vincent to a new mobile app and seamless DMS integrations, this quarter brought major advances in legal AI, helping firms turn their standards, best practices, and established ways of working into scalable, everyday workflows. Here’s what’s new.

In the first quarter of 2026, we expanded Vincent with firm-specific intelligence and high-velocity work management. With the launch of Vincent Studio, native DMS connectivity, the Vincent Mobile app, and Legal Pad, we’re giving firms new ways to scale legal AI around their unique standards, workflows, and expertise.

Vincent Studio: Build custom legal AI workflows

Vincent by Clio already helps firms bring legal AI into everyday work. With the launch of Vincent Studio, firms can now extend that value through a no-code makerspace for building workflows that reflect their unique guidelines, standards, and established ways of working. This ensures every AI output matches the high quality and personalized touch your clients have come to expect.

Vincent Studio is built on a three-tier architecture, meaning workflows are structured in three connected layers that define what gets done, how it gets done, and the logic behind it:

• Workflows: What gets done. These define the overall legal or business process.
• Tasks: How it gets done. These break each workflow into discrete units of work.
• Steps: The logic behind it. These provide the detailed instructions that guide how Vincent performs each task.

Together, these layers help firms build repeatable workflows that reflect their unique standards, scale best practices across every matter, and maintain control over the final work product.

Learn more about Vincent Studio.

DMS Integrations: Securely connect your documents to Vincent’s legal AI

Moving sensitive documents from a document management system to an AI platform has traditionally required manually downloading files to local devices. We removed that friction with direct integrations for iManage, NetDocuments, SharePoint, and Google Drive.

By letting users select documents directly from their firm’s existing DMS folder structure, data stays within the firm’s secure environment and never touches local hardware. Teams can seamlessly analyze case facts alongside the law to generate context-aware outputs grounded in the details of each matter.

Learn more about DMS Integrations.

Legal Pad: Draft, refine, and finalize work with AI in one place

Moving AI-generated research into a separate document often requires a manual process of copying and pasting fragmented outputs. Legal Pad removes this hurdle by providing a lightweight, side-by-side editing space directly within the Vincent interface.

Attorneys can now perfect ideas and refine strategy in real-time, working collaboratively with Vincent to turn raw analysis into a cohesive first draft. Your draft can then be exported for final formatting in your preferred world processor.

Learn more about Legal Pad.

Vincent on Mobile: Legal AI for work beyond the desk

Legal work frequently takes you away from your desk, but your access to legal AI shouldn’t be left behind. The Vincent by Clio mobile app brings the full power of AI to your phone, allowing you to use Vincent from the courtroom, between meetings, or while traveling.

The app introduces mobile-native features like document capture and voice dictation to help you work on the go. Use your camera to instantly upload and analyze physical documents, or trigger complex research with your voice. These tools make your transition from the office to the field seamless.

Download the app from the App Store.

Download the app from the Google Play Store.

Goal-oriented Vincent: A partner for legal outcomes

Lawyers tend to work toward outcomes rather than piecing together disconnected tasks. Vincent by Clio now features a sophisticated skills infrastructure that allows it to act as a collaborative partner focused on achieving your overall goals.

Describe your desired outcome and Vincent will autonomously plan and execute multi-step legal tasks end-to-end, utilizing the existing capabilities from its standalone workflows. You maintain full visibility and control as Vincent shows you exactly how it is progressing toward your objective.

Learn more about Vincent’s agentic capabilities.

Performance & Precision

Studio Asset Management:

Publishers can now add up to 10 files directly from document collections as Workflow Assets, removing the need for manual downloads.

Optimized PDF Processing:

We have significantly increased the speed and reliability of our document processing engine to better support high-volume analysis.

File Size | Previous Processing Time | New Processing Time | Time Saved
1–10 MB | 12 seconds | 7 seconds | 5 seconds (42%)
10–100 MB | 48 seconds | 27 seconds | 21 seconds (44%)
100+ MB | 190 seconds | 70 seconds | 120 seconds (63%)

Enhanced Table Navigation:

Vincent Tables now defaults to 25 rows per page to provide a more responsive experience during complex document reviews.

Interface Enhancements:

We have implemented subtle UI updates across the platform to streamline navigation and improve overall ease of use.

Richer Source Coverage for Vincent:

We have added 29 new U.S. research sources, including Congressional Bills and Ethics Opinions, alongside significant data pipeline improvements for our international libraries in Canada, Belgium, and Latin America.

Advanced Authorities Sorting:

Attorneys can now sort retrieved authorities by relevance or alphabetically and can pinpoint specific terms instantly with the “Search within Results” feature.

Governance & Security

Collection Sharing Warnings:

An intercept warning now appears when a user attempts to share a document collection organization-wide to prevent the accidental exposure of sensitive data.

Ownership Transparency:

Users can instantly identify the creator of a shared collection by hovering over the permissions column for better internal accountability.

External URL Verification:

We have added a verification step for external links generated by Vincent to ensure attorneys confirm the destination before navigating away from the platform.

We’re excited to see how your team uses these new tools to push the boundaries of your practice. See you next month for our April update!

Vincent now enables more autonomous, outcome-driven legal workflows through a smarter, more collaborative AI experience

Multi-step legal work, executed end-to-end, grounded in a 1-billion-document legal library

Clio, the global leader in legal AI, has launched agentic capabilities in Vincent, its AI platform for large law firms and legal teams. The update enables Vincent to execute complex, multi-step legal tasks from a single instruction, eliminating the back-and-forth prompting and lengthy contextual guidance that AI tools have come to require.

This update marks a shift in how legal professionals interact with AI. Rather than guiding Vincent step by step, users can now describe the outcome they are trying to achieve, and Vincent works toward that result independently. The result is a more intuitive and efficient way to manage legal work at scale, while maintaining control and visibility throughout.

“Legal AI is moving beyond task execution toward handling entire workflows, and Vincent reflects that shift,” said Daniel Hoadley, Senior Director of Product Management at Clio. “For large law firms, this reduces the need to orchestrate tools and allows teams to stay focused on high-value legal work. This is a meaningful step forward, and we will continue to build on these capabilities to expand what legal teams can accomplish.”

With these new agentic capabilities, Vincent can interpret a user’s goal, determine the steps required to achieve it, and execute across them in a single, continuous flow. Legal professionals can delegate work such as drafting, analysis, or strategy development through natural, outcome-based prompts, while maintaining visibility and control throughout. Users can track progress in real time, step in to refine direction, or redirect as needed to keep work aligned with their intent. For Vincent customers, existing workflows remain unchanged unless teams choose to adopt this more autonomous way of working.

This shift reflects how legal professionals already operate. Today, approximately 84% of AI queries are submitted as freeform, goal-based requests rather than structured commands. Vincent is built to meet that behavior, allowing teams to engage with AI in a way that mirrors how legal work is actually described and delivered.

Underpinning this is a growing network of legal-specific skills that Vincent can draw on autonomously depending on the task at hand. These skills build on Vincent’s existing workflows, grounded in legal expertise and contextual understanding, but remove the need for users to initiate each step. Vincent evaluates what the task requires, selects the right combination of skills, and carries work through to completion, creating a more cohesive and efficient experience.

“Everything we’re building is grounded in how our customers actually work and where they need to go next,” notes Hoadley, “as expectations shift toward more outcome-driven AI, we’re focused on delivering systems that can keep pace with that demand while continuing to raise the standard for quality, trust, and performance.”

For large law firms, this supports consistency, scalability, and alignment across complex legal operations, without compromising the rigor required in high-stakes environments. Innovation and knowledge management teams can expect continuity in the quality of work, with the added benefit of reduced manual coordination. Existing workflows remain in place, allowing firms to adopt this approach at their own pace.

This release advances Vincent’s continued momentum toward more intelligent, outcome-driven legal AI. Learn what Vincent can do for your firm at clio.com/enterprise/vincent.