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Tool 022

Quick Call Log

Record a call with participants and notes, then optionally create a linked time entry and reviewed follow-up task.

What it does today

Phone log with direction, participants, narrative duration, optional linked time entry and optional reviewed follow-up task. Creates depend on a confirmed call response; no automatic retry.

How to use

  1. In Clio, open Matterevo and choose Quick Call Log from the Tool Library. Use the search box or the Communications family filter to find it.
  2. Pick an option from the compact controls.
  3. Read the exact before and after values Matterevo shows.
  4. Confirm to apply the change, or close the tool to leave Clio unchanged.

Before you rely on it

Capture direction, duration, participants, summary, follow-up task, and time entry in one form. The current scope, including what the tool does not do, is listed under What it does today.

Matterevo works within your existing Clio permissions. Paying never grants additional Clio permissions.