Objective:

• Searching Matters in Outlook Plugin
• Search for Matter Name Outlook Add-In
• How does the Outlook Add-in search for Matters
• What does the Outlook Add-in search for when filing emails
• Searching using the Outlook Add-in

Environment:

• Clio Manage
• Outlook

Additional Information:

If searching by Client Name, this will only work if you have that name included in your Matter Name / Number.

Answer:

You can search for Matters by your Matter Number or Matter Name.