KCS - How Does the Matter Search Field Work in the Outlook Add-in

Objective:

  • Searching Matters in Outlook Plugin
  • Search for Matter Name Outlook Add-In

Environment:

  • Clio Web App
  • Outlook

Additional Information:

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

Answer:

You can search for Matters by your Matter Number as defined in Clio.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality