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:

Ability to start a timer, create tasks, or file emails with attachments to Clio Matters

Procedure:

  1. Go to the Google Chrome Web Store entry for Clio extensions  and click the Free button
  2. Confirm addition by clicking Add Extension
  3. Click on the Connect to Clio button from your Gmail account
  4. Select your Region
  5. Authorize the Gmail extension with Clio by clicking on Yes, Let's Connect

 

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