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What Quick Actions Can I Take on the Clio Manage Mobile App?

Objective:

  • Mobile App Quick Actions
  • How to quickly perform tasks on mobile app

Environment:

  • Clio Manage Mobile App
  • iOS
  • Android

Additional Information:

  • For more information on the Clio Manage Mobile App, see here

Answer:

  • Global Create. (Press + on the main navigation.) 
  • Contextual Global Create. (Keep a long hold on + on the main navigation.) 
  • Quick Swipe. (Swipe left and right on Messages, Activities and more to duplicate or archive data.) 
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