Keeping case details organised and accessible is critical for legal professionals. Ulla’s integration with Clio makes this easier than ever by automatically syncing meeting attendance notes to the relevant Clio Matter notes section. This guide will walk you through how to set up and use Ulla’s Clio integration to streamline your legal workflows
What is Clio integration?
Ulla’s Clio integration connects your meeting notes directly to Clio, enabling:
- Automatic syncing: attendance notes are saved to the relevant Clio Matter notes section.
- Streamlined workflows: eliminate manual data entry and keep all legal notes organised in one system.
- Centralized repository: access case-specific notes quickly and easily.
How to Set Up Clio Integration
Follow these steps to connect Ulla with Clio:
- Step 1: Log in to Clio
- Step 2: Authorize access
- Step 3: Verify integration
How to Plan Meetings for Clio Integration
To ensure Ulla syncs attendance notes to Clio, follow these steps:
- Step 1: Create a meeting
- Step 2: Add Clio Matter ID
- Step 3: Start the meeting
- Step 4: Access meeting notes
Why this matters for Legal professionals
- Ulla’s Clio integration is designed to simplify your workflow and enhance productivity:
- Accuracy: ensure no detail is missed with precise, automated note-taking.
- Efficiency: spend less time on admin tasks and more time on client work.
- Organisation: keep all case details in one place for easy retrieval and reference.