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KCS - How to Upload a Voice Memo from iOS to Clio

Objective:

  • To file a Voice Memo recorded with the iOS Voice Memos app to a Matter in Clio.

Environment:

  • Clio iOS App
  • Clio Web App

Additional Information:

Must have:

  • An iPhone or another iOS device
  • The default "Voice Memo" iOS app
  • The Clio iOS app

Procedure:

  1. Open the Voice Memo app on the iPhone
  2. Record the Voice Memo
  3. Save the Voice Memo
  4. Tap on the name of the Voice Memo
  5. Tap on the iOS Share icon
  6. Locate and tap on the Clio app icon to Import with Clio
  7. Complete the Description field with how the Voice Memo should be named in Clio
  8. Choose the appropriate Matter in the Matter Reference field
  9. Click Create Document
  10. Find the Voice Memo saved in Clio to the Documents sub-tab of the Matter

 

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