Integrating your Firm's Data with Vincent

You can integrate your firm's documents with Vincent. Use the self-service Collections feature to upload and analyze your own custom datasets.

Summary

You can integrate your firm's documents with Vincent. Use the self-service Manage Collections feature to upload and analyze your own Vincent custom data. For more advanced needs, our vLex Labs team can assist with third-party integrations.

Why This is Important

Integrating your own data transforms Vincent from a powerful research tool into a personalized knowledge engine for your firm. You can run workflows across your own brief banks, playbooks, precedents, and style guides, unlocking insights from your proprietary documents while keeping your data secure and private.

How to Integrate Your Data

There are two primary ways to include your firm's content in Vincent, depending on your needs.

Method 1: Self-Service with Manage Collections

For most users, Manage Collections is the easiest and fastest way to upload and analyze your own documents.

  1. From the main menu, click on Manage Collections at the bottom left of the page.

    Location of the 'Manage Collections' Button.

  2. Click New Collection. You will be prompted to choose between two powerful types of collections.

    Create a New Collection.

  3. Choose Your Collection Type:

    • Matter Collections:

      • Use Case: Use a Matter Collection to run extraction and analysis tasks on a large set of documents related to a single case or matter.

      • Examples: Summarizing a batch of depositions, finding specific clauses across a set of contracts, or creating a timeline from case files.

    • Knowledge Collections:

      • Use Case: Use a Knowledge Collection to bring your firm's private knowledge, such as memos, internal precedents, FAQs, and how-to guides into your legal research tasks.

      • Examples: Asking a research question and having Vincent consult your firm's internal memos in addition to the vLex Library.

      Choose the collection type that best fits your task.

  4. Upload Your Documents and give your collection a name.

  5. Manage Your Collection: Once created, you can manage your collection at any time. Click the three dots next to the collection name to:

    • Manage permissions: Share the collection with your whole organization, specific individuals, or keep it private. You can grant either editing or read-only access.

    • Edit, Delete, or Re-analyze the collection.

    Easily manage your collection's content and sharing permissions.

  6. Start Your Analysis: To begin working with your data, select Connect a Collection or Explore a Collection from the Vincent landing page.

Start your analysis by selecting ‘Connect a Collection’.
From the Vincent landing page, select ‘Explore a Collection’.

Method 2: Advanced Integrations with vLex Labs

For enterprise clients with more complex needs, our vLex Labs team can assist with advanced data integrations. This service is ideal for:

  • Content published on public websites relevant to your use cases (web scraping).

  • Content included in third-party services via API.

If you are interested in these advanced services, please contact your Account Manager to discuss your specific requirements.

Best Practices & Pro Tips

  • Use Matter Collections for temporary, case-specific analysis.

  • Use Knowledge Collections to build a permanent, searchable library of your firm's internal expertise.

  • When sharing a Collection, grant read-only access to most users to prevent accidental changes to the master document set.

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