Objective:
- Find a Case to send a Communication to using Clio's Office 365 Outlook program
Environment:
- 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.
Procedure:
- Select the email you wish to file
- Click File
- Under Select matter select the Matter you wish to file this email to in Clio
- Optionally select a filing option
- Optionally select one or more attachments
- Click File