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KCS - 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

 Classic Gmail

  1. In Gmail, click the settings gear icon at the top right of the screen
  2. Click Get Add-ons
  3. Search for "Clio" and locate the Add-on
  4. Click Install
  5. When asked for permission, click Continue
  6. If an authorization popup is displayed, click Allow
  7. Go into an email to reveal the Add-on
  8. Click on the Clio Add-on icon in the side panel
  9. Click Authorize Access
  10. Select the correct Gmail account
  11. Click Allow
  12. Select your Clio region
  13. Click Connect to Clio
  14. If prompted, log in to Clio.
  15. Click Allow Access
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