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How Do I Send Emails to Clio Using Maildrop?

Objective:

  • Save/Forward copies of emails to Clio Matters
  • Record of Communications in one place in Clio
  • How to use Maildrop to save emails

Environment:

  • Clio Manage
  • Email Client

Additional Information:

To save a Maildrop address for future use, you can make it a Contact in your Email program by following these steps: "How to add Maildrop Email Address as a Contact in your Email Provider".

If you are using Gmail, Clio's Gmail Add-on will be more efficient than using Maildrop. Download it here.

If you are using Outlook, the Clio Outlook add-in will be more efficient than using the Maildrop. Instructions for downloading it are here.

If you want to log an email without associating it to a Matter, click the main "Communications" tab on the left and copy the Maildrop address from there.

Procedure:

  1. Open Matter you want to save an email to.
  2. Click on the Communications sub-tab.
  3. Click the ▼ beside the New button.
  4. Click Copy Matter Maildrop address Screen_Shot_2022-07-19_at_11.25.32_AM.png
  5. Open your email program
  6. Open the email message that you want to save in Clio 
  7. Select "Forward"
  8. Paste the Maildrop email into the To:, Bcc:, or Cc: fields
  9. Send the email.

Back in Clio, you will now be able to view a record of the forwarded email message in the Communications sub-tab of the appropriate Matter. Any attachments from this email will also be saved to the respective Matter. 

 

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