Virtual meetup: How to Win and Retain Clients by Automating Communication. Register now.

How to Upload a Voice Memo From iOS to Clio Connect

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:

  1. Go into your Voice Memo app on your device
  2. Slide to the left on the Voice Memo you want to upload
  3. Click the icon with the three horizontal circles
  4. Select "Save to Files"
  5. Save this to a folder in your phone
  6. Go to app.clio.com in your browser on your phone (ie: safari/chrome)
  7. Login to Clio Connect
  8. Click the Documents tab
  9. Click New then "File Upload"
  10. Select "Browse"
  11. Under Recents you should see the file as the most recent file
  12. 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. 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality