Question:
- How can I upload a Voice Memo for my lawyer through Clio Connect?
- How do I upload a Voice Memo on iOS through Clio Connect?
Environment:
- Clio Connect
- iOS
Procedure:
- Go into your Voice Memo app on your device
- Slide to the left on the Voice Memo you want to upload
- Click the icon with the three horizontal circles
- Select "Save to Files"
- Save this to a folder in your phone
- Go to app.clio.com in your browser on your phone (ie: safari/chrome)
- Login to Clio Connect
- Click the Documents tab
- Click New then "File Upload"
- Select "Browse"
- Under Recents you should see the file as the most recent file
- Click Upload Documents
Alternatively, you can go to your Communications tab in Clio Connect, and create a secure message and attach the Voice Memo in the same manner.