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How Do I Connect An Existing Calendar Event to a Matter?

Objective: 

  • Connect synced calendar event from Office 365 to a matter in Clio Manage
  • Connect synced calendar event from Google to a matter in Clio Manage
  • Connect calendar event to matter migrated into Clio Manage

Environment:

  • Clio Manage 

Additional Information:

Answer:

  1. Click on Calendar
  2. Click on the specific Event that you would like to edit
  3. Click the Edit event button
  4. Select the matter you wish to connect the event
  5. Click the Save Event button

 

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