- Add Matters as contacts in email client
- Save Maildrop/Matter address for reuse
- Create a sustainable/efficient workflow for filing emails into Clio
- Clio Web App
- Matters > Communications
- Email client
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, CC or BCC the newly made contact with the Clio Maildrop address.
1. Go to your Matter.
2. Go to the Communications tab.
3. Click the dropdown menu beside Add email log.
4. Click file emails with maildrop.
5. Click copy email.