Objective:

Avoid duplicate contacts in Clio
Ensure that emails are associated with the correct contact in Clio

Environment:

Clio Manage
Office 365
Microsoft Outlook

Additional Information:

n/a

Answer:

When a user files an email to Clio using the Outlook Add-in, and there is one contact in Clio with the same email address, that contact will be associated with the email.

When a user files an email to Clio using the Outlook Add-in, and there are either multiple contacts in Clio with the same email address (as a sender or recipient), or there are no contacts in Clio with the same email address (as a sender or recipient), it will prompt the user to resolve that conflict.

If there are multiple contacts in Clio with the same email address as a sender or recipient, the user can:

Choose the correct contact from a list of matches
Search for the correct contact
Create a new contact

If there are no contacts in Clio with the same email address as a sender or recipient, the user can:

Search for the correct contact
Create a new contact