Attachments are saved into Clio Manage Documents under the matter in a folder named 'Email Attachments'. You will also be given the option to add a Time Entry to the email and file any attachments.Ĭlio Manage will file the newly sent email as an email log in that matter's communications log. Select the Matter you wish to file the email to, and check the box to File this email when it is sent. Once opened, you can pin the Clio Add-in in Outlook, making it visible with each new email that is composed. To do so, start composing an email in Outlook and select the Clio Outlook Add-in from the menu at the bottom.
When composing an email, you can choose to file an email once it is sent. When searching for a Matter in the Find a matter field, you can search by Client name, Matter description and Matter Number. You can now select the appropriate Matter and filing option, and file the email. You will then be prompted to login to your Clio account and authorize the connection.
If this is the first time that you are filing an email, you will be prompted to select your region. For Outlook Desktop, open the email, click the File button at the top of your ribbon.For Outlook Online open the email, click the Clio Icon, then click "File" in the Clio group.Once you’ve installed the add-in, you can file emails or start a timer from within the email itself. If you are unsure which server you are on, you can check by viewing your Clio URL: By default, North American accounts are created on the North American server. Select the region that pertains to your Clio account, not the region you personally reside in. The first time you try to file an email, you will be prompted to select your region and authorize the connection with Clio. To use the Add-in, open an email, then click the blue Clio button, then click File. You will then want to exit from the window and refresh your page. In the Add-ins search bar, search "Clio" then click on the name. Log in to your Office 365 account, go to your Outlook, click on New Message, then click Get add-ins. Once you close the Add-Ins window, a Clio group will be added to the Home ribbon.
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Log billable client time from a Clio timer, directly within Outlook.File individual emails and email threads from Outlook directly to a Matter in Clio.Though you can view email accounts from other providers in Outlook, you cannot use the Add-in with these emails.Ĭlio’s Outlook Add-in is not compatible with Exchange Servers or third-party Office 365 accounts.Ĭlio's add-in for Microsoft Office allows you to save emails from Outlook 365 directly to the appropriate Matter in Clio. The Clio Add-in only works with Microsoft-backed email accounts. The Clio Add-in is only available to Outlook Desktop 2013 or higher with an Office 365 Business Standard subscription.
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