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How do I get hand Written Notes Into Clio?

Objective:

  • To determine the process of getting handwritten notes into Clio

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

To get handwritten notes into Clio, scan the note (or take a photo of it), and upload that file into Clio. It will be available as a Document in your Clio Manage account and tied to a specific Matter or Client (if you upload it to a specific Matter or Client).

Note: Clio has an integration with certain Scansnap scanners to make scanning documents into Clio faster and easier.

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