KCS - How To Change the Matter an Email Is Forwarded to in Clio Add-in for Outlook

Objective:

  • Forwarded email to the wrong Matter in Outlook Plugin
  • Change Matter on an Email log in Outlook Add-In

Environment:

  • Clio Web App
  • Outlook

Additional Information:

n/a

Procedure:

  1. Open Outlook Desktop App or Outlook Online
  2. Click on Email that was already forwarded to Clio
  3. Select the File button (or Clio icon in Outlook Online)
  4. Click Change
  5. Select the new Matter you would like linked
  6. Click File

 

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