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

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:

  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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