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How to Connect Gmail to Clio

Objective:

  • Install Gmail add on
  • Install Gmail plugin
  • Securely connect Gmail or Google Apps account to a Clio account
  • Can I save emails I receive on my gmail account to Clio? 
  • How do I install Clio's Gmail Plugin?
  • Set up Clio for Gmail Chrome Extension
  • Forward emails to Clio from Gmail

Environment:

  • Clio Manage 
  • Gmail

Additional Information:

N/A

Procedure:

  1. Either:
    • Click here to install plug-in
    • In Gmail, click the + button on the right-side panel of Gmail, then search for "Clio"
  2. Click Install
  3. When asked for permission, click Continue
  4. If an authorization popup is displayed, click Allow
  5. Click on any email
  6. Click on the Clio Add-on icon on the right-side panel
  7. Select your Region
  8. Click Connect to Clio
  9. If prompted, log into Clio
  10. Click Allow Access
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