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Can I File an Email to Multiple Matters Using the Outlook Add-in?

Objective:

  • How do I file an email to more than one Matter in Outlook Plugin
  • How do I file emails to different Matters at the same time
  • Can I file an email to mulltiple Matters with the Office 365 Add-on

Environment:

  • Clio Manage
  • Outlook

Additional Information:

  • To change the Matter that an email is associated with, see HERE.
  • As a workaround, you can file to a second Matter using Maildrop

Answer:

No, unfortunately, you cannot file an email to more than one Matter using the Outllook Add-in. You can, however, use MailDrop to forward emails to multiple Matters.

 

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