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Can I File Emails to Contacts Rather Than Matters, Using the Gmail Add-On or Outlook Add-In?

Question:

  • File emails communications to Contacts using the Gmail plugin or Outlook add-in
  • File email communications to Contacts using the Gmail Chrome Extension

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

No, not at this time. Emails can only be filed to a Client's Matter using the Outlook Add-in or Gmail Add-on.

If you would like to add your vote to this Feature Request, please contact our Support Team.

 

 

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