Objective:
- Forwarding emails from Gmail to Clio Matters
- File an Email thread into a Matter with the Gmail Extension
Environment:
- Clio Web App
- Gmail
Additional Information:
The email is forwarded to a Matter as a Communication. You can choose to forward the last email, the whole thread or only the open emails. Attachments will be forwarded accordingly to Documents.
To connect Clio and Gmail, please see these steps
Procedure:
- In Gmail - select the email to forward, then from the Gmail plug-in, select File to Communication
- Fill out relevant information and click on File To This Matter