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:

1. Step 1: Log in to Clio
   1. Navigate to the Personal Settings page in your Ulla Dashboard.
   2. Click Login to Clio.
2. Step 2: Authorize access
   1. Sign in to your Clio account.
   2. Allow Ulla access by clicking ALLOW ACCESS.
3. Step 3: Verify integration
   1. After granting access, you'll be redirected to your Ulla profile page.
   2. Confirm the updated integration status.

How to Plan Meetings for Clio Integration

To ensure Ulla syncs attendance notes to Clio, follow these steps:

1. Step 1: Create a meeting
   • Schedule a meeting in Google Calendar, Microsoft Teams Calendar, or Outlook Calendar.
   • Invite Ulla as a participant using the email: bot@ulla.bot.
2. Step 2: Add Clio Matter ID
   • In the meeting's title or description, include the full name or ID of the Clio Matter where you want the notes to be uploaded.
3. Step 3: Start the meeting
   • Join the meeting as usual. Ulla will automatically join and notify participants that it's recording.

4. Step 4: Access meeting notes
   • After the meeting, Ulla will process the transcript and summary.
   • On the Ulla Dashboard, under "Your today transcripts", you'll find the transcript.
   • You'll also receive an email with a link to the transcript in Ulla's Dashboard.
   • In Clio, the attendance notes and transcript will appear in the Notes section in the Matter whose full ID you have used in the name of the meeting.

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.