KCS - How to Forward an Email Using Gmail Plug-in

Objective:

  • Forwarding emails from Gmail to Clio Matters

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:

  1. In Gmail - select the email to forward, then from the Gmail plug-in, select File to Communication
  2. Fill out relevant information and click on File To This Matter

 

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