KCS - How to 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 Web App

Additional Information:

n/a

Procedure:

  1. Open the email then click on File in the Clio group.

  2. If this is the first time that you are filing an email, you will be prompted to select your region. You will then be prompted to login to your Clio account and authorize the connection.

  3. You can now select the appropriate Matter and filing option, and file the email.

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