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