- To determine the process of getting handwritten notes into Clio
- Clio Manage
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.