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


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


  • Clio Web App

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. 


  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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