Clio Rolls Out Agents For Work and Vincent

The agentic wave moving through legal tech is gathering pace and Clio has now rolled out agents for key parts of its platform, including Work and Vincent. It’s also released a range of additional features for Vincent, including a mobile app.

First, in Clio Work customers can now execute multi-step legal tasks with a single prompt. Users can delegate complex tasks with prompts such as ‘build a defense strategy’ or ‘find everything that could kill this deal before signing’, they said.

Clio Work then ‘executes the sequence of steps required to achieve [the goal], leveraging a wide range of contextual data points’. It also shows what it’s doing in real time, so you can stop it and refine it mid-task.

John Foreman, Chief Product Officer at Clio, commented: ‘This is an important step forward for Clio Work, one that opens up a world of possibilities for how our customers can get legal work done.’

And the company noted that ‘individuals can offload non-billable tasks to an AI collaborator, while teams can expand the amount of work they take on, boosting revenue’.

At the same time, Vincent – which has become part of Clio following the vLex acquisition – now also enables ‘multi-step legal work, executed end-to-end, grounded in a 1-billion-document legal library’.

Daniel Hoadley, Senior Director of Product Management at Clio, commented: ‘Legal AI is moving beyond task execution toward handling entire workflows, and Vincent reflects that shift.

‘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.’

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.

They noted that you can now ‘delegate work such as drafting, analysis, or strategy development through natural, outcome-based prompts’.

They added that Vincent is especially suited to the needs of large law firms. The agentic roll out comes as Clio has also added a range of new features, which include:

Vincent Studio, which lets firms build ‘workflows that reflect their unique guidelines, standards, and established ways of working’. It uses a three-tier structure:

• ‘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.’

DMS Integrations: Clio’s integrations for iManage, NetDocuments, SharePoint, and Google Drive, let users select documents directly from their firm’s existing DMS folder structure, and so ‘data stays within the firm’s secure environment and never touches local hardware’.

Legal Pad: provides a ‘lightweight, side-by-side editing space directly within the Vincent interface’ so you 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, they added.

Vincent on Mobile: Clio has introduced mobile-native features such as document capture and voice dictation to help you work on the go, they noted. You can also use your camera to ‘upload and analyze physical documents, or trigger complex research with your voice’.

Is this a big deal?

Clio already has a very broad client base, but it wants to engage more with large-scale customers. Key to this strategy are the new range of tools and features that are now part of Vincent, which stretch from legal research to contract needs.

The above agentic roll out and other capabilities mean that in terms of buying a multi-function legal AI product for a large law firm, Clio can match other major legal AI platforms’ offerings.

As AL has explored, the ‘platform war’ is by no means over, and there is everything to play for, with each of the ‘Big Five’ platform players in this field, i.e. TR, LexisNexis, Harvey, Legora and Clio, having their own characteristics, while offering a very broad range of legal AI skills. Plus, we also have another group seeking to take market share here, such as August and NewCode as well. In short, this battle has a long way to go.

More about Vincent and its new capabilities here.

–

Also, on Tuesday, April 14th in London, it’s the Innovate Legal Summit 2026

Artificial Lawyer’s founder will be on stage moderating a panel on legal AI adoption, with experts from Mishcon de Reya, Taylor Wessing, Shoosmiths, and Clio.

The Chancery Rosewood, London

Registration from 09:00 – 09:30 GMT.

Event from 10:00 – 18:30 GMT.

This event is specifically tailored to legal professionals from across the spectrum — from solo practitioners and boutique firms through to heads of innovation and partners at global law firms.

FREE TO ATTEND – RSVP here.

—

Plus if you’re looking for great conferences…..Here’s A Legal Tech Conference For All of Europe

Legal Innovators Europe – Paris – June 24 and 25.

Note: the conferences are organised by Cosmonauts – please contact them with any queries. 

If you would like to be a speaker at Legal Innovators Europe, especially if you are at a law firm or inhouse legal team in Europe – whether based in France, Belgium, Spain or Germany, or beyond…..then please contact Phoebe at Cosmonauts:  phoebe@cosmonauts.biz

Note: if you are a legal tech company, please contact Robins: robins@cosmonauts.biz or Anjana anjana@cosmonauts.biz

–

And if you’re in the US and looking for the next major event to join after Legal Week, then see you in California this June!

Legal Innovators California, the landmark West Coast legal tech event, will take place on June 10 and 11, in the heart of the Bay Area, the home to many of the world’s leading AI businesses – and plenty of legal tech pioneers as well! More information and tickets here.