Evichat

Evichat allows lawyers to collect text message, GMail, and other chat communications directly from their clients’ mobile devices or cloud accounts. Use Evichat’s no nonsense review platform to search through your client’s chat history, make redactions, and then upload an authenticated transcript directly to your Clio matter. No more screenshots from your clients to clog up your inbox! Evichat also allows you to archive websites with a date stamp to be stored in Clio so you can use as evidence later.

Try Evichat free by simply signing up HERE.  No credit card required! You are only charged when you successfully complete a new collection.

Content

Connecting Evichat to Clio
Using Evichat with Clio
Contacting Evichat Support

Connecting Evichat to Clio

Once you have signed up for a Evichat account and have logged in, you may wish to export your uploaded conversation or site archive to your Clio account.

Navigate to the case and conversation you wish to upload to Clio. Then click the “Export PDF” button.

Now select the Clio option in the “Export Location field at the top of the window. This will display a link in the bottom of the window named “Clio Login. Click this link to proceed to the login page.

Once you are logged into your clio account you are directed to a page where you can choose to allow access to Evichat so that the communication can be uploaded to clio. Please click the green “Allow Access button.

After configuring the options for your export, type in the “Clio Matter Name” where you want the PDF document to be exported. Once a valid matter name is entered click the “Export” button.

Once these steps are completed you can find your matter in the Clio “Documents” tab of the relevant matter.

Using Evichat with Clio

Now please click the Export PDF button again. There are many configuration options through which you can customize how your PDF displays information.

  • You may select the Type to choose which messages will be displayed.
  • The Metadata option allows you to choose if the location data or phone numbers appear on top of the file.

Next choose the format options such as the date, time and where you want the images to appear.

After configuring the options for your export, type in the “Clio Matter Name” where you want the PDF document to be exported. Once a valid matter name is entered click the “Export” button.

Once these steps are completed you can find your matter in the Clio “Documents” tab of the relevant matter.

Contacting Evichat Support

If you would like more information on how Evichat works, please email us at support@evichat.com and we will be happy to help you!

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