How do I book jobs with Steno on Clio Manage?

Clio and Steno now work together, making it easy to book court reporting services directly in Clio Manage. After your deposition, view all your files in one place, without ever leaving Clio.

Table of Contents

1. Adding the Steno app in Clio Manage
2. Accessing the Steno app in Clio Manage
3. Booking a Steno job in your Clio Manage account
4. Steno services available on Clio  
5. What happens after I book a job?
6. How to link Clio Matters with Ops Cases so past Jobs will show up
7. What to do if i'm having issues signing into Steno account
8. FAQ
   
   

Adding the Steno app in Clio Manage

To quickly add the app, you can find Steno in Clio's App Directory here.

1. Open and login to Clio Manage
2. Go to App Integrations
3. Search "Steno" and select the Steno app
4. Click Add to Clio

5. Once added, users will authorize the Steno app via the installation flow

6. Once the installation flow is complete, open the Steno app in Clio Manage

If you're having trouble accessing the app, you may need to enable support for third party cookies. Instructions can be found here.

Where do I find the Steno app in Clio?

In Clio, you can access the Steno app by going to Matters. Select any matter and click the Steno tab. 

If you're having trouble accessing the app, you may need to enable support for third party cookies. Instructions can be found here.

 

How do I book a job with Steno in my Clio Manage account?

Once you select a Matter, you can navigate to the Steno tab and send a Booking Request to Steno by clicking the Book a job button.

You will be prompted to fill out a job booking form with details about your request. There are two ways to submit your request.

1. Submit a Booking Request with files (like a deposition notice)
2. Submit a Booking Request without files

Fill out the rest of the job information and services needed, then click the Submit booking request button.

What services can I order in a Booking Request?

Court Reporter

A Court Reporter will transcribe the job and provide a final draft that can be used to create a transcript. 

Additional Options:

• Realtime - A realtime Court Reporter will transcribe the job in real-time. Participants will be supplied with a link to follow along with the transcript as the reporter creates it.
• Rough draft - A rough draft of the transcript can be requested before the transcript is finalized. 

Videographer

All videographer orders come with standard video, which includes a video of the witness with date and timestamp.

Additional Options:

Picture in Picture (PiP)

• Video thumbnail of the deponent is overlaid on the shared exhibit.
• A clip of the PiP can be used at trial to show a deponent's reaction to an exhibit.

Text to Video Sync

• Transcript and video are synced.
• Video plays along with the transcript and matches word for word.
• Used to create closed captions.
• The attorney can create clips to be used at trial.

Learn more about Steno's video products.

Interpreter

If needed, an interpreter can be added to any job. You'll also be able to select a language from the drop-down menu.

Equipment Rental

Steno can provide the following equipment to conduct the job:

• LTE-enabled Tablet/Computer
• Backdrop
• Conference speaker
  
  

What happens after a job is booked?

Once a booking request comes in, our team gets working on it right away. There are five statuses in the Steno tab that correspond to the steps in the process.

1. Booking Received

This is where jobs you have recently requested live.

2. Booked

Once the job has been processed and scheduled, the booking request will move to the Booked section and you will receive an email letting you know the job has been scheduled.

3. In Progress

After the job has occurred, it enters Production and is In Progress. Clicking into an In Progress job will allow you to access any job files as soon as they become available.

4. Completed

Once all materials for a job have been turned in, it moves to Completed. Clicking into a Completed job will give you access to all job files.

5. Canceled

Booking Requests that have been canceled will move to Canceled. Clicking into a job will show you the job info and the reason it was moved to this section.

How do I link old Clio Matters with Steno so past jobs show up in my Clio app?

• If you want cases that were scheduled with Steno before you installed the Steno app to show up in Clio, you will need to send us your matter id.

• To locate the matter id:

  1. Navigate to the appropriate matter

  2. Copy the number that's located after the forward slash in the URL

  3. Send an email to concierge@steno.com asking for your case to be linked with Clio.
     1. Please include the matter id and the case name

• Note: Clio users have the ability to change their matter ID. That said, Steno still only needs the matter ID that's in the URL.

What to do if i'm having issues signing into Steno account

• If you see the following error message, it's most likely because of a bug on Clio's end. Even though it says "Sign in to Steno", it really should say, "Sign into Steno using your Clio login information".
• Please try signing in with your Clio login credentials instead of your Steno login credentials to see if that resolves the issue. We are hoping Clio will resolve this bug soon.

Frequently Asked Questions

I need to reschedule or cancel a job.

Email concierge@steno.com and we will assist you.

My past jobs aren't showing up for my Matter.

Email concierge@steno.com and we will assist you.

I need to check on the status of a transcript or a video.

Email concierge@steno.com and we will assist you.