Use Agentic Mode to Complete Complex Legal Workflows in Vincent
Agentic Mode lets you describe the outcome you need, and Vincent plans and executes the full workflow, research, analysis, and drafting, in one result.
Summary
Agentic Mode lets you describe the outcome you need, and Vincent autonomously plans and executes the full workflow, research, analysis, and drafting, returning a single, structured result.
Why This is Important
Legal work often involves multi-step processes: researching a legal question, analyzing the facts, and drafting a document based on the results. Previously, you had to guide Vincent through each of these steps individually. With Agentic Mode, you describe the end result you want, and Vincent handles the entire workflow for you, saving time and delivering more complete, cohesive outputs.
This means less back-and-forth, fewer manual steps, and faster turnaround from question to usable work product.
Understanding Agentic Mode
Agentic Mode is a new way of working with Vincent that shifts the experience from step-by-step interaction to outcome-driven collaboration. Instead of asking individual questions and manually guiding the process, you can now make a single request and receive a complete, structured response.
What Changes with Agentic Mode
Outcome-driven prompting: Tell Vincent what you need as a final result, such as "Build a defense strategy for this case", and Vincent determines and executes the steps required.
End-to-end task execution: Request complex, multi-step workflows (research, analysis, drafting) in a single prompt. Vincent handles the sequencing automatically.
One unified answer: Instead of multiple disconnected responses, Vincent delivers a single cohesive output that combines research, reasoning, and drafting.
Thinking traces: See Vincent's progress in real time as it plans, searches, reviews, and drafts. Status messages such as "Creating plan…" and "Searching matter documents…" keep you informed at every stage.
Extended conversations with memory: Refine outputs naturally across multiple turns. Ask Vincent to make a response more concise, adjust the tone, or apply the same approach to a new matter, all without restarting.
Interrupt and redirect: Use the Stop button to interrupt Vincent mid-response and immediately rephrase or redirect your request.
Agentic Mode only affects the default workflow. All other workflows, including those built in Vincent Studio, continue to function as they always have.
What Stays the Same
You can still ask single, straightforward questions just as you did in Classic Vincent.
You can explicitly request a research memo at any time.
All existing workflows and Vincent Studio workflows remain unchanged.
Vincent continues to search the vLex Library, ensuring results are drawn from verified source materials.
Enabling Agentic Mode
Agentic Mode is disabled by default. To enable it:
Open Vincent in Clio Work.
Click the + button in the input area.
Locate the Agentic Mode toggle.
Switch the toggle off to revert to Classic Vincent.
How to Get the Best Results with Agentic Mode
Agentic Mode works best when you describe the outcome you want rather than the individual steps. Here are examples of effective prompts:
Building a Case Strategy
Tell Vincent the facts and the result you need:
"Build me a defense strategy for this case based on these facts."
Vincent will create a plan, conduct research, analyse the facts, and return a complete structured strategy.
Summarizing and Drafting Communications
Combine multiple tasks in a single request:
"Summarize this matter and draft an email I can send to the client."
Vincent searches relevant documents, synthesises key facts, and produces both a summary and a ready-to-send email draft.
Preparing Internal Memos
Request analysis and formatted output together:
"Analyse the strengths and weaknesses of our legal position and draft a strategic memo I can share internally."
Vincent executes the research, analysis, and drafting, then delivers a structured memo.
Iterative Refinement
After receiving an initial output, refine it naturally:
"Make that more concise." "Adjust this for a client audience instead of internal use." "Apply the same approach to this new matter."
Vincent retains context across turns and adjusts without requiring you to restart.
How Research Works in Agentic Mode
Vincent always performs research when answering legal questions. In Agentic Mode, the depth of research adapts to the complexity of your question:
For simpler questions, Vincent provides quick answers with source links (blue hyperlinks) visible in the response.
For complex research tasks, Vincent automatically produces a full research memo with deeper analysis.
You can always explicitly request a research memo if you prefer that format regardless of complexity.
Research Fallback: For extremely complex research tasks, Vincent may automatically revert to the classic Research Memo format to ensure the highest level of analytical depth.
Best Practices & Pro Tips
Describe outcomes, not steps. The more clearly you describe the end result you need, including format, audience, and purpose, the better Vincent can plan and execute the full workflow in a single pass. For example, instead of "Research negligence law," try "Build a defense strategy for a slip-and-fall case based on these facts and format it so I can share it with my team."
Use iterative refinement to your advantage. Agentic Mode retains context across your conversation, so treat it as a working session. Start with a broad request, review the output, then ask Vincent to adjust tone, length, audience, or scope. This is often faster than trying to craft the perfect prompt on your first attempt.
Verify Citations: While Vincent searches the verified vLex library, always use the provided blue hyperlinks to independently verify legal authorities.
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