Each clip shows Vincent at work in Clio Operate in a specific scenario. The scenarios range from building a custom Vincent skill to adding Vincent to an automated workflow. For an overview of what Vincent can do, see Introduction to Vincent for Clio Operate.
Clio adds new clips as the integration develops.
The clips were recorded in May and June 2026, so some labels on screen have changed. For example, the More Workflows button on the Vincent page is now More. For the current steps, see the articles under Related articles.
Meet Vincent in Clio
Carlos and Liam introduce Vincent in this video, recorded on 10 June 2026.
Chapters
00:00 Introduction
03:00 Vincent standalone
26:25 Vincent in Clio Operate
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.
Vincent can also record the time that you spend in a conversation automatically. For details, see the section Record your time automatically in Using Vincent in Clio Operate.
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.
After this clip was recorded, Clio added Decision mode to the Start a Vincent conversation action. In Decision mode, Vincent chooses which branch of the workflow runs next. For details and a worked example, see Using Vincent in workflows.