Clio
Update Clio Manage with meeting notes, tasks, and contact activity.
Connect Quin to Clio Manage to automatically log what happens in your meetings. After each call, Quin updates contact records, adds notes to matters, creates tasks, and logs communications — so your case management stays current without manual entry.
What you can do
- Log meeting notes and summaries to Clio contact records
- Create tasks with due dates based on commitments made in meetings
- Add notes to matters and cases automatically
- Log calls and communications after each meeting
- Update contact details based on information discussed
