Clio

Notes on a matter tend to thin out the longer it stays open. The tenth call gets a line that says a client called and discussed status, while the first call got a paragraph. Quin's Notetaker joins every call the same way regardless of length, and logs notes, tasks, and communications to the right matter in Clio, so a file stays as detailed in month eight as it was in week one.

What you can do with Clio and Quin

• Get a note logged to the right matter after every call, short or long.
  A five-minute status check gets the same attention as a full consultation.
• Turn a verbal deadline into a Clio task with a real due date.
  A discovery deadline mentioned on a call becomes a task tied to the matter, not a date someone has to remember.
• Get a call logged under the specific matter it was about.
  A client with more than one open file gets each note filed correctly instead of dropped under whichever matter was open.
• Update contact details as they come up in conversation.
  A changed phone number or address gets reflected without a separate data entry step.
• Log a record of the call itself alongside the note.
  Anyone reviewing the matter later can see that a conversation happened and what was said in it.
• Ask Quin about a matter's status without opening Clio.
  Quin answers from what's already logged.

Who this helps most

• Attorneys managing matters that stay open for months, where detail naturally thins out once a case starts to feel routine.
• Firms where more than one attorney might cover a file, since a colleague picking up a matter needs the notes to reflect what happened, not just that a call took place.
• Clients with more than one active matter, where a call needs to land on the specific file it concerns, not whichever one happens to be open.

How this shows up day to day

• A quick scheduling call comes in from opposing counsel, five minutes, nothing dramatic.
  Quin logs it with the same specificity as a full intake call, instead of letting it go unrecorded.
• An initial consultation covers a discovery deadline, a document request, and a promise to follow up.
  Each becomes its own task tied to the matter, with the date discussed on the call.
• A client with an active divorce and a new estate plan calls about a custody question.
  Quin logs the note under the custody matter specifically, not the first file that happened to be open.

Frequently asked questions

What happens when I connect Clio?
Quin logs notes, creates tasks, updates contact details, and records communications tied to the right matter after every call.

Why isn't Quin logging activity to Clio after meetings?
Confirm Clio is connected, Notetaker is turned on, and the meeting attendees exist as contacts in Clio Manage.

Why are tasks or notes landing on the wrong matter?
Make sure the contact is associated with the correct matter in Clio, and use Guidelines to tell Quin how to distinguish a client's matters.

Is my Clio data kept private and secure?
Yes. Quin is SOC 2 Type II certified and encrypts data in transit and at rest, the same standard applied across every integration, not just Clio.

Does Quin replace Clio?
No. Clio stays the system of record for your matters. Quin keeps it current from your conversations, but Clio remains the source of truth.