Bring Vincent’s legal intelligence into Codex. Research the law, analyze dockets and develop case strategy with access to Clio Library and Clio Docket, with citations back to the underlying sources. Your matters and firm data stay securely governed in Clio.
How to use
- 1Add it in ChatGPT
Open Clio in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.
- 2Use it in a chat
Type @ in the composer and pick Clio, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.
Skills 5
- clio-manage
Work with the firm's own records in Clio Manage — a matter's status, parties, notes and custom fields; documents and folders; tasks and what is due; the calendar; time entries, expenses and bills; logged calls and emails; and searching inside document and note bodies. Use it whenever the answer is in the firm's records rather than in the law, and for creating or updating those records. Clio Manage only: Grow leads and Operate matters are different products, and legal research belongs with clio-research.
- clio-research
Search and read primary law in the vLex library, and get legal questions researched by Vincent's agent — finding cases, statutes and commentary, reading a decision's text, checking whether an authority supports a proposition or a quotation is accurate, and matching the citations in a document the user supplies. Non-US work belongs here rather than with us-dockets.
- drafting
Have Vincent write legal documents — memos, letters, clauses, agreements, motions — and then read, revise, or deliver them as Word or PDF. Covers what to put in the request so the draft is usable, retrieving the actual document rather than the prose summary of it, paging through long text, versions, and export links.
- us-dockets
Find what parties and courts actually did in US federal and state litigation — real cases matching a fact pattern, a judge's or opposing counsel's record, what a named complaint pleaded or an order held, motion practice in a specific court, and filings read with OCR. Use exemplar filings as a template to draft from. United States only; non-US legal questions belong with clio-research.
- Vincent
Legal advice first, plus research and drafting