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Automatically Forward Emails to a Matter in Clio using Rules in MS Outlook (for Mac)

Important Note

If you wish to forward email communications to Clio using an email address other than the address you log into Clio with, you will need to add that email address an alias within Clio. See the "Sending Emails to Clio with a Different Email Address" article for instructions. 

You can create rules (or filters) in MS Outlook to automatically forward emails received from your clients to the appropriate Matter via the Matter maildrop address. 

For general instructions on how to forward emails to Clio, see the "Forwarding Emails to Matters in Clio" article. 

Steps:

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  • Click on Rules

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  • Select your account type and click the + symbol

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  • In the When a new Message arrives: field enter the Clients email address

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  • Under Do the Following: Select Forward to and enter the Matter Maildrop address

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  • Click OK

For more information see Microsofts Support page: Create a rule in Outlook for Mac

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