KCS - How to Create an Email From Clio

Objective:

  • Draft a new email from your email provider
  • Create a new email from your email provider

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. View the Client's Contact Card
  2. Click the email address

OR

  1. View the Client's Matter
  2. Click the email address

 

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