# Get Started with Vincent in Microsoft Word ### Summary Vincent is now available directly inside Microsoft Word, letting you draft, analyze, edit, and conduct legal research without leaving your document. This guide walks you through installing the Clio for Microsoft Word add-in and using Vincent's core drafting capabilities in Word. {% hint style="info" %} **Open Beta:** Vincent is currently available as a Beta via the Clio for Microsoft Word add-in. The core capabilities are ready for real legal work but the experience will continue evolving, based on user feedback, along its path to a full release. If you see a “Coming soon” message when attempting to login to Clio for Word, please check back soon as we are extending Beta access to more users each week. Please check with your account representative if you would like to accelerate your access. {% endhint %} ### Why This is Important Microsoft Word is the daily drafting environment for the overwhelming majority of US-based legal professionals. In many practice areas, Word is not just the preferred tool, it is a requirement, with courts and counterparties frequently mandating .docx format with specific formatting standards. Before Vincent was available inside Word, attorneys who wanted AI-assisted drafting had to work in a separate web interface and then manually transfer their output into Word, spending real time every day on copying, pasting, and reformatting. Bringing Vincent into Word closes that gap. You can now ideate, draft, analyze, and research where you already do your most important work, and every change Vincent suggests appears as a native Word Track Change (redline) that you review and approve, so you remain in full control of every word that ends up in your final document. ### How to Install the Add-In The add-in is installed through Microsoft and authenticated with your Vincent credentials. There is no separate installer to download. 1. Open Microsoft Word on desktop (Windows or Mac) or in the browser via Microsoft 365. 2. From the **Insert** menu, select **Get Add-ins** (or **More Add-ins**, depending on your version of Word). {% hint style="info" %} **Don't see it there?** The exact location varies by Word version: * Microsoft 365 and Word 2024/2025: also available under **Home > Add-ins**. * Word for the web: **Home > Add-ins**. * Older versions (Word 2016/2019): **Insert > Get Add-ins** or **Insert > My Add-ins**. {% endhint %} 3. Search the Microsoft Marketplace for **Clio for Microsoft Word** (the add-in is listed under this name) and click **Add**. 4. Fully close and re-open Microsoft Word to ensure the add-in loads correctly. 5. Open the add-in from the **Home** ribbon and sign in with your Vincent credentials provisioned through vLex.
Once you sign in, the add-in automatically loads Vincent's drafting and research experience. No additional configuration is required. {% hint style="info" %} **Supported platforms:** Word desktop (Windows and Mac) and Word for the web via Microsoft 365. The add-in is not available on mobile devices and is currently configured for English (US) only. {% endhint %} ### What Vincent Can Do in Word Once the add-in is open, Vincent appears as a sidebar alongside your document. From there, Vincent can: #### Read and Understand the Active Document Vincent reads the full contents of the open document, including existing Track Changes, comments, tables, headers, and footnotes. There is no need to upload, paste, or re-sync your document, Vincent stays current with the live state of the file as you make edits between requests. This makes the add-in particularly useful for the "final reviewer" workflow: opening a heavily redlined draft, asking Vincent to surface risks and propose resolutions, and accepting or declining each suggestion individually. #### Propose Changes as Track Changes When set to “Tracked Changes,” Vincent implements revisions as Word-native redlines, not just text in the chat panel. You may review each proposed change and accept or reject it, individually or all at once, the same way you already work with redlines from colleagues or opposing counsel. When set to “Tracked Changes,” Vincent does not make destructive edits. Every change is visible, attributable, and subject to your explicit approval. #### Analyze a Document with One Click When you open a document with the add-in active, Vincent can review it and suggests where it can help, flagging risks, identifying inconsistencies, proposing structural improvements, and recommending next steps. You can re-run this analysis at any point by clicking the **Analyze** button. Think of it as a "what’s next?" button to continually surface proposed improvements.
#### Draft from a Blank Page Describe your situation in plain English. Vincent will recommend an appropriate document type, generate an outline or first-pass draft directly in Word, and refine the result through natural conversation about tone, structure, risk posture, and clarity. Vincent can also explain the rationale behind specific provisions as it drafts. #### Adapt an Existing Document Open a document that is roughly 70% of the way to what you need, and ask Vincent to transform the remaining sections, adapting prior work product to a new matter while preserving language you want to keep. Vincent can also synthesize a new draft from multiple uploaded reference documents, pulling forward shared patterns and preferred phrasing. #### Upload Documents as Context You can attach external documents to your conversation in two ways: * **As context only:** for example, uploading a client interview transcript and asking Vincent to draft a Statement of Facts grounded in those details, without treating the transcript as a stylistic template. * **As examples:** to synthesize a new draft from multiple prior documents, or to adapt a single uploaded document as a starting point.
#### Make Targeted or Whole-Document Edits Highlight a specific paragraph, clause, or section and ask Vincent to rewrite it, or ask Vincent to restructure the document as a whole. Both selection-based edits and full-document refactors flow through Track Changes, keeping every modification reviewable. #### Conduct Legal Research Vincent offers two tiers of research directly inside the add-in: * **Fast research** runs inside your conversation. Vincent automatically retrieves relevant authorities from the vLex Library to ground its answers, without you needing to leave Word. * **Full research** generates a comprehensive legal research memo with dozens of sources. The memo opens in a new browser tab for review, and the core findings are stored back in your add-in conversation, so Vincent can apply those insights to your subsequent drafting without you re-explaining anything. ### How Your Conversations Are Saved Every conversation you have with Vincent inside Word is tied to the specific document through a unique conversation ID. The conversation persists and reloads automatically each time you reopen that file. If you begin a drafting session on Friday and close the document for the weekend, your full conversation, including any research findings, will be waiting when you reopen the file on Monday. Vincent picks up exactly where you left off, with full awareness of the prior work. {% hint style="info" %} Conversations started inside the Word add-in stay inside the Word add-in. They are not accessible from the vLex web interface, and conversations from the web interface do not transfer into Word. {% endhint %} ### Best Practices & Pro Tips * **Treat Vincent's output the way you would treat a draft from a junior associate.** Every proposed edit appears as a Track Change for your review, so you remain the final decision-maker on every word in the document. Always verify citations and legal assertions independently before relying on them in a filing, client advice, or any other professional context, your professional judgment is the layer Vincent supports, not the layer it replaces. * **Use the Analyze button whenever you lose momentum.** During long drafting sessions on lengthy motions or complex agreements, it is easy to lose track of what still needs attention. Clicking **Analyze** has Vincent re-read the current state of the document and propose the most logical next steps, it is the fastest way to recover momentum without retracing your own work. * **Ask Vincent to link cited authorities.** Vincent can search and link authorities to the vLex library, allowing you to insert vetted authorities or verify authorities in opposing filings. ### Related Articles * [What is Vincent AI?](/vincent-by-vlex/vincent/getting-started-with-vincent/understanding-what-vincent-is.md) * [Your First Analysis: Asking a Research Question](/vincent-by-vlex/vincent/getting-started-with-vincent/your-first-analysis-asking-a-research-question.md) --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://support.vlex.com/vincent-by-vlex/vincent/getting-started-with-vincent/get-started-with-vincent-in-microsoft-word.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.