2017

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Clio Add-in for Microsoft Outlook 365 and Outlook.com

The Clio Add-in for Microsoft Outlook is available to subscribers of our Boutique and Elite plans.

You can upgrade to the Boutique or Elite plan in the app, or if you’re interested in seeing how this feature can work for your law firm feel free to contact us by email or give us a call at 1-888-858-2546 (choose option #1).

Clio's add-in for Microsoft Office allows you to save emails from Outlook 365 directly to the appropriate Matter in Clio. 

Key features include:

  • File individual emails and email threads from Outlook directly to a Matter in Clio
  • Log billable client time from a Clio timer, directly within Outlook
  • Supports both Outlook desktop 2013+ (with an Office 365 subscription) and Outlook.com 

Contents

Installing the Clio Add-in for Microsoft Outlook
     Outlook Desktop
     Outlook 365
Filing Emails from Outlook to Clio
     Filing a Single Email or Email Thread
     Filing Multiple Emails
     Automatically Filing Emails in a Thread to the Appropriate Matter
Starting a Clio Timer in Outlook
Using the Clio Add-in from Office 365 or Outlook.com
Frequently Asked Questions

Video: Clio Add-in for Microsoft Outlook

Installing the Clio Add-in for Microsoft Outlook

When you enable the Clio Add-in in either Outlook 365 or Outlook desktop (with a 365 subscription), the Add-in will automatically be added to the other as well.

Outlook Desktop

Important

The Clio Add-in is only available to Outlook desktop 2013 or higher with an Office 365 subscription.

Open the Outlook desktop app then click on "Store" in the Add-ins group.

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In the Add-Ins window, search "Clio" then click the "Off" toggle to enable the add-in.

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Once you close the Add-Ins window, a Clio group will be added to the Home ribbon.

Outlook 365

Login to your Office 365 account, click on the settings gear, then click "Manage add-ins."

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In the Add-ins sidebar, search "Clio" then click the "Off" toggle to enable the add-in.

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The first time you try to file an email, you will be prompted to select your region and authorize the connection with Clio. 

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Filing Emails from Outlook to Clio

Once you’ve installed the add-in, you can file emails or start a timer from the "Clio" group in Outlook’s "Home" ribbon.

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Filing a Single Email or Email Thread

Open the email then click on "File" in the Clio group.

If this is the first time that you are filing an email, you will be prompted to select your region. You will then be prompted to login to your Clio account and authorize the connection.

You can now select the appropriate Matter and filing option, and file the email.

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Filing Multiple Emails (Smart File)

Click on "Smart File" in the Clio group, then click "Scan & bulk file".

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The "Scan & bulk file" option will find all new emails (received within the last 48 hours) in your inbox and allows you to select those messages that should be filed to a Matter in Clio. 

Select the emails to file to a single Matter in the right-hand column.

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Next, select the Matter and click "File"

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Automatically Filing Emails in a Thread to the Appropriate Matter (Smart File)

Click on "Smart File" in the Clio group, then click "File known threads".

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The "file known threads" option will search for responses to emails (received within the last 48 hours) that have already been filed to Clio and will automatically save those new responses to the appropriate Matters.

Select the emails to automatically file to the Matters specified in the right-hand column then click "Next".

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Starting a Clio Timer in Outlook

To start a Clio timer, click on the "Timer" button in the Clio group then click the "Start" button. Once you have completed your task, you can complete the time entry just as you would in Clio.

Click "Save" to save the time entry back to Clio.

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To run a timer while drafting an email, click on the "Timer" button in the "Message" ribbon. 

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Using the Clio Add-in from Office 365 or Outlook.com

All of these features are also available through your web browser at Outlook.com or through an Office 365 account with email.

To file an email or start a timer, look for the Clio icon clio_button.png in any of your email messages.

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Frequently Asked Questions

How can I access this add-in?

You can download the add-in from the Microsoft Store. Once you have downloaded the add-in, see above for installation instructions

Is this included in my Clio subscription?

The add-on can be downloaded from the Microsoft Store at no extra charge, and is compatible with Clio Boutique and Elite subscriptions.

Do I need any additional licences to access this?

All you need is a valid Microsoft Office 365 subscription and a Clio account, on a Boutique or Elite subscription. This add-in is compatible with both Office 365 business and web versions.

Is this available on all devices?

This is available on Mac, Windows, and through the web browser from any device.

Important: The Clio Add-in is only available to Outlook desktop with an Office 365 subscription.

Note: The ability to bulk file is not currently available for Mac. Mac users with access to Office 365 or Outlook.com are still able to file emails in bulk from a web browser.

Is this available for EU accounts?

Yes.

What is "Smart File"?

Clio will automatically scan your inbox for new replies to emails that were already filed and automatically file all following emails to the same Matter. Clio can also scan your inbox for new emails that were not previously filed and allows you to file multiple emails at once.

Can I file a chain or thread of emails at once?

Yes. When saving your emails to Clio, select "File the entire thread". Clio will file all related emails automatically to Clio.

Where can I find my email attachments in Clio?

All attachments can be found in the documents section of the related Matter in a folder called "Attachments".