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How to Search for a Matter Using the Outlook Add-in

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.

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