Note: This is for the Clio Manage iOS App, not for Clio for Clients App or Clio Connect.
If you have the Clio Manage iOS app installed, you can upload a voice memo from your iPhone to Clio. Whether the audio recording is a quick "note-to-self", a long client interview, or anything in between, the process for uploading it to Clio is quick and easy.
In order to upload a voice memo to Clio, you need:
- An iPhone or other iOS devices
- The default "Voice Memo" iOS app
- The Clio Manage iOS app
First, open the "Voice Memo" iOS app. Then, locate the memo that you want to upload to Clio.
Tap on the memo to bring up the options.
Tap on the three dots on the left side to bring up additional options
Select "Copy to Clio" from the list of programs.
Tapping "Import with Clio" will open up the "New Document" page of the Clio iOS app. The voice memo will already be selected in the "File" field.
To assign the voice memo to a specific Matter, select the Matter in the "Matter Reference" field.
Tap "Save" to upload the voice memo to Clio.