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How Do I Search For Matters When Filing an Email Using Clio's Outlook Add-In?


  • Find a Case to send a Communication to using Clio's Office 365 Outlook program


  • Outlook Add-In
  • Office 365

Additional Information:

Clio's Outlook Add-in allows you to search by numbers or text that are part of a Matter Number, Client name, or Matter descriptions including partial text matches.


  1. Select the email you wish to file
  2. Click File
  3. Under Select matter select the Matter you wish to file this email to in Clio
  4. Optionally select a filing option
  5. Optionally select one or more attachments
  6. Click File
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