Chris Hadfield, Keynote Speaker - Clio Cloud Conference New Orleans - Sept. 25, 2017
Get your tickets before they're gone!

Forwarding Emails to Matters in Clio

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. 

Emailing Communications

You can send emails to Clio and link them to Matters and Contacts. This provides you with an archive and all firm users can quickly see relevant file emails.

Contents

Sending Emails to a Matter's Maildrop Address
Adding Maildrop Addresses as Email Contacts
Maildrop FAQ

Sending Emails to a Matter's Maildrop Address

Navigate to the Matter that you wish to link an email to and click on the "Communications" sub-tab.

Click the "Email Communications To This Matter" button.

In the "Email Maildrop" window, click the clipboard icon to copy the Matter specific email address.

Go to the email message that you want to save in Clio and paste the Maildrop email into the To:  Bcc: or Cc: field then send the email. 

Back in Clio, you will now be able to view a record of the forwarded email message in the "Communications" sub-tab of the appropriate Matter.

Adding Maildrop Addresses as Email Contacts

To quickly forward regular email communications related to a Matter, we suggest downloading the associated vCard link and adding it to your contacts in your chosen email application.

Suggested Links

 

Maildrop FAQ

What happens to documents attached to an email?  
They are now found in the Documents tab of that matter.  There is a 25MB per email limit.

Do I have to go to the Communications tab each time to get the "special" email address?  
No, you can click on the vCard option while you are looking at the address and save it for future use.

If the maildrop address was revealed accidentally to others, could they forward emails to Clio? 
No, Clio is designed to only recognize your own user login email and will  prevent others from using the email maildrop address to link files and information to Matters.

I do use different email addresses other than the Clio email login. How can I ensure those emails get forwarded to Clio without being blocked?  
You can set up Email Aliases for the different email addresses that you want to forward emails to Clio from. Each Clio user would need to set up their own email aliases. See the "Sending Emails to Clio with a Different Email Address" article for instructions.