Note: This is for the Clio Manage iOS App, not for Clio for Clients App.
Objective:
- To file a Voice Memo recorded with the iOS Voice Memos app to a Matter in Clio.
Environment:
- Clio Manage iOS App
- Clio Manage
Additional Information:
Must have:
- An iPhone or another iOS device
- The default "Voice Memo" iOS app
- The Clio iOS app
Procedure:
- Open the Voice Memo app on the iPhone
- Record the Voice Memo
- Save the Voice Memo
- Tap on the name of the Voice Memo
- Tap on the iOS Share icon
- Locate and tap on the Clio app icon to Import with Clio
- Complete the Description field with how the Voice Memo should be named in Clio
- Choose the appropriate Matter in the Matter Reference field
- Click Create Document
- Find the Voice Memo saved in Clio to the Documents sub-tab of the Matter