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How to Change the Matter an Email is Filed to Using Outlook Add-In

Objective:

  • Forwarded email to the wrong Matter in Outlook Plugin
  • Change Matter for an Email log in Outlook Add-In
  • Accidentally filed the email to the wrong Matter using the Outlook Add-in

Environment:

  • Clio Web App
  • Outlook

Additional Information:

This will move the email log from the old Matter Communication sub-tab to the new Matter Communication sub-tab in Clio.

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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