Can I Link My Events Created in Outlook to a Matter in Clio?

Objective:

  • Can my Outlook sync Calendar events to a Matter automatically?
  • Can I use the Outlook Add-In or Office 365 Contact & Calendar Sync to assign Calendar events to a specific Matter without having to go into Clio and assign it manually?

Environment:

  • Clio Manage
  • Outlook

Additional Information:

n/a

Answer:

No, not at this time. There is not a field for the Matter Number in Outlook therefore events entered in Outlook cannot be mapped to a Matter in Clio automatically.

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