KCS - How to Find Maildrop Addresses in the New Clio Experience

Objective:

  • I can't find the Communications to Matter Email in the New Clio.
  • Where is the link to forward emails into Clio
  • How can I find the matter Maildrop
  • File emails to Matter

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

The Maildrop Address is now available in the new Clio experience. To locate it, please follow the steps:

  1. Navigate to the applicable Matter
  2. Click the Communications sub-tab
  3. Click the dropdown arrow beside "Add Email Log"

    maildrop.png

  4. Select "File emails with Maildrop"

    maildrop2.png

  5. A window is displayed with your Maildrop options: Copy email or Download Vcard 
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