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How to Connect Gmail to Clio

Objective:

  • 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?
  • How to Install the Clio for Gmail Chrome Extension
  • Setup Clio for Gmail Chrome Extension
  • Forward emails to Clio from Gmail

Environment:

  • Clio Web App
  • Clio for Gmail Chrome Extension
  • Gmail

Additional Information:

N/A

Procedure:

New Gmail

  1. In Gmail, click the + button on the right side panel of Gmail to access the G Suite Marketplace
  2. Search for "Clio"
  3. In the Clio for Gmail entry on the G Suite Marketplace, click Install
  4. When asked for permission, click Continue
  5. If an authorization popup is displayed, click Allow
  6. Go into an email to reveal the Add-on
  7. Click on the Clio Add-on icon in the side panel
  8. Select your Clio region
  9. Click Connect to Clio
  10. If prompted, log in to Clio
  11. Click Allow Access
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