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How Do I File an Email to Clio using the Outlook Add-in?

Objective:

  • How to forward an email from Outlook to Clio
  • Forward an email thread to a Matter
  • Email / Outlook / Matter

Environment:

  • Clio Manage

Additional Information:

  • In some cases, if Clio finds more than one Contact with the same email, you must select which Contact in Clio to associate the file email to. 
  • The Outlook Select Matter box allows you to search by numbers or text that are part of a Matter Number, including partial text matches. 

Procedure:

  1. View the email you wish to File
  2. Click File
  3. Select a Matter
  4. Select to either file the current email, or the whole thread
  5. Optionally select any attachments
  6. Click File
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