Document management is just one of the things a firm has to handle on a daily basis, and waiting until you are at your desk or computer terminal to upload a document you received from a client, or having to carry around all of your expense receipts until you are able to use the scanner in the office is a huge hassle that can easily be avoided: enter mobile practice management.
For many of our current customers, the document management system in Clio is well-known and many individuals use it as their sole document management system. What you may not know, however, are the various ways you can take media, including documents and receipts, that are stored on your phone and move them into Clio.
We aren’t joking when we say you can have your pick and choose a number of different options. As a taste, you can choose to upload directly to Clio from our iOS app, directly to a synced DropBox folder, or even scan it straight into a matter. We’ll go through these options and more below.
Uploading Documents to the Clio iOS App Once you’ve installed the Clio iOS app on your smartphone or tablet, it’s very easy to upload documents from your iOS device. By tapping “Documents” you can view all of the documents uploaded to your Clio account. To quickly add a new document, tap the “+” icon to the right of “Documents”:
From there you can choose a file to upload:
Fill in the necessary information, and continue on with your day without having to worry about finding a computer. Scanning Documents into the Clio iOS App Alternatively, if you have ScanSnap, you can also easily scan items directly to the Clio app, provided you have installed the ScanSnap app on your device. This is great for those receipts from reimbursable expenses. Following the same process as above, when choosing the location to upload the item from, select ScanSnap: You will be redirected to the Scansnap app, where you can scan the item in, and finish filling out the fields back in Clio before uploading the final product: Uploading Documents through an integration’s mobile app (pinging all Android users!) As you may know, you can set up a number of difference document integrations with Clio that can help you manage your files in various way and expand Clio’s functionality into other apps. We have these with Box, Dropbox, Google Drive, and NetDocuments. We’re using Dropbox for this example, but all of the above integrations offer mobile variants you can accomplish the same effect with. Dropbox has apps for a number of different mobile operating systems, but the functionality is similar across the board. By installing the mobile app onto your phone and logging into your account, you will be able to access the “Clio” folder that was created when you connected you Dropbox and Clio accounts through the integration linked above. Most smartphones have the ability to predetermine the save location of any photos taken or documents downloaded locally. If your phone doesn’t, an app called If This Then That (IFTTT) is available that can set up those operations for you. If all else fails, you can open up the appropriate folder in the DropBox application and manually upload images stored locally on your phone directly to that folder.