KCS - Unable to Find Matter through Outlook Add-in

Issue:

  • Receiving "No Results Found" error when trying to file to a Matter through the Outlook plugin
  • Why can't I find a Matter in the Office 365 Add-in? 

Environment:

  • Clio Web App
  • Outlook
  • Office 365

Additional Information:

Cause:

  • Matter is Closed (Add-in only searches Matters with a Status of Open or Pending)
  • Search term is not included in the Matter Number (You must search using numbers or text that are part of your Matter Number)

Resolution:

  • If Matter is Closed, change the Matter's status to Open or Pending
  • If Search term is not included in the Matter Number, search using a term contained in the Matter Number, or update your numbering scheme

OR file the email in via Maildrop

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