AutoFile

AutoFile for Outlook organizes your inbox and preserves all communications to Clio.

Key Features:

  • Organize emails into an Outlook folder
  • Capture time spent on emails
  • Save emails and their attachments into Clio
  • Message de-duplication so the same email doesn't get saved multiple times.
  • Preserve all mail headers in a forensically verifiable format.
  • Preserve emails from your phone, IPad, or webclient

Simply visit http://www.AutoFile.Pro/free-trial to download a trial.

Contents

Connecting AutoFile to Clio
Using AutoFile with Clio
Accessing AutoFile Support

Connecting AutoFile to Clio

1. Run AutoFile and Choose Your Region

Launch the AutoFile application shortcut from your desktop and choose the Clio region that you want to authenticate to as shown in the image below:

2. Enter your Clio username and password

After choosing your Clio region, you'll be prompted to enter your Clio username and password.  Simply enter them on the following screen to continue.

3. That's it!

You've successfully linked AutoFile to your Clio account. You're ready to start filing emails!

Using AutoFile with Clio

Once you have AutoFile running, there are four ways to trigger an email preservation:

1.  Send a new email.
2.  Reply to an existing email
3.  Click on the "Preserve Email" button
4.  Drag an email from Outlook onto the "Preserve Email" button.

Once one of these happens, a dialog like the following will appear.
Once you're here, there are a few things you can do.

First, if you want to, you can rename any items that are being filed by simply clicking on their entry in the grid.
Next, you need to associate the email to a matter.  You can scroll through the entire listing, or you can just do a text search to quickly filter.  Once you have the matter selected, click "Save+Close".

Once you do that, a few things are going to happen.

1.  The email body will be saved to Clio's "Communications" Tab.
2.  The actual email file (MSG File) will be saved to Clio's "Documents" Tab.
3.  Any attachments within the email will be saved to Clio's "Documents" Tab.
4.  The email will be organized into a Client/Matter folder within Outlook as shown in the image below:

Accessing AutoFile Support

Access AutoFile support or contact an AutoFile support agent here.

 

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