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How to Install the Clio Add-In for Outlook

 

Objective:

  • Install the Outlook Add-in
  • get the Outlook Add-in
  • How can I add Clio to my Outlook

Environment:

  • Clio Manage

Additional Information:

OAI_Install.pngProcedure:

Click on the Home Tab for the "Get Add-in button to show

  1. Click Get add-in
  2. Search for Clio in the search bar
  3. Click Add
  4. Click Get Started for a short tutorial on how to use it
  5. Once you close the Add-Ins window, a Clio group will be added to the Home ribbon.
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