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How to add Maildrop Address as a Contact in your Email Client

Objective:

  • Add Matters as contacts in email client
  • Save Maildrop/Matter address for reuse
  • Create a sustainable/efficient workflow for filing emails into Clio

Environment:

  • Clio Manage
  • Email client

Additional Information:

  • This is useful for filing emails to a Matter more than once (so you don't have to go into Clio to find the Matter Maildrop address each time). When corresponding with the client, make sure to CC or BCC the newly made contact with the Clio Maildrop address.

Procedure:

1. Go to the Matter.
2. Click the Communications subtab.
3. Click the dropdown menu beside Add email log.
4. Click file emails with maildrop.
5. Click copy email.

 

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