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How to Bulk Import Existing Emails For Individual Clients Into That Contact in Clio

Objective:

  • Bulk import Contacts 
  • Archive email to Clio  

Environment:

  • Clio Manage

Additional Information:

For more information on how to Upload a Document to Clio, please reference the link below:

How Do I Upload Documents to Clio?

Answer:

1. Create folder for each Client on your computer

2. Export emails for that specific Client into that folder

3. Upload the files into the Documents sub-tab in the Contact in Clio

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