Workflow: How to Incorporate Your Documents into vLex

A workflow for incorporating your documents into vLex Library. Learn to sync your files with vLex Cloud to search and analyze them with Vincent's AI.

Summary

Incorporate your own documents into vLex Library using vLex Cloud. This workflow allows you to sync your private files, making them searchable and analyzable alongside vLex's global database.

Why This is Important

This workflow breaks down the barrier between your internal knowledge and external research. It creates a single, powerful search experience, allowing you to leverage your firm's existing work product to speed up new legal research workflows.

A Step-by-Step Workflow

Step 1: Connect Your Cloud Storage

From the Homepage, find the vLex Cloud card and click Get started. Follow the on-screen prompts to securely connect your Dropbox, OneDrive, or other supported cloud storage service.

Step 2: Select Folders to Sync

Choose which folders from your cloud storage you want to sync with vLex. The system will begin indexing the documents within them.

Step 3: Search Across All Content

Run any search in vLex Library. On the results page, you will now see Your own documents as a Content type filter on the left. Click this to see only the results from your private files.

Your synced files appear as a filterable content type in every search.

Step 4: Analyze Your Document with Vincent

Open one of your synced documents. Click the Related tab to have Vincent analyze your text and suggest relevant published authorities from the vLex Library database that you may have missed.

Your Documents Remain Private and Secure: Only you and users you explicitly authorize can access your synced documents. vLex uses industry-leading security protocols to protect your data.

Best Practices & Pro Tips

  • Create a Master Reference List: Create a document in your cloud storage that contains links to all your most-cited authorities. Sync this file to vLex Cloud to create an interactive, up-to-date reference list.

Related Articles

What's Your Next Step?

New to vLex Library ?

Already a vLex Library Customer?

See how vLex Library can transform your practice. Request a personalized demo.

If you still have questions or need help with a specific feature, our team is here to assist. Contact our Support team.

Last updated

Was this helpful?