This article is a collection of practical demos of using Vincent in Clio Operate. Each clip focuses on a specific scenario, from building a custom Vincent skill to embedding Vincent in an automated workflow. Use these demos alongside the Introduction to Vincent for Clio Operate, which covers the integration's purpose, how to configure it, and the key use cases it supports.
We will add more clips as the integration develops, so check back when new capabilities are released.
Creating and using a custom Vincent skill
See how to build a custom Vincent skill in Clio Operate and then put it to work inside a matter.
Deep matter context for time entries
Watch Vincent draw on the full context of a matter to create accurate time entries without leaving the matter workspace.
The Vincent block in the visual workflow builder
See the Vincent block in action inside the visual workflow builder, automating a Vincent step as part of a wider process.