San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

Can I Add A Calendar Entry to My Matter from the Outlook Add-In?

Objective:

  • Is there a way in the Outlook Extension for me to attach an appointment to a case?
  • Can the Office 365 Add-In Link Appointments to Matters?

Environment:

  • Clio Manage
  • Office 365

Additional Information:

  • You are able to set up a Calendar Sync with Office 365, which means that Calendar Events added into Outlook/Office 365 will be added to Clio automatically (and vice versa). More details about setting that up can be found here. Please note that Calendar Events added through Outlook/Office 365 will not link to a Matter in Clio automatically (since Outlook does not have an appropriate field for Matter in their events).

Answer:

No. The Outlook Add-In does not link to either the Outlook or Clio Calendars. This Add-In is only used for filing emails into Clio. Please see the Additional Information for setting up a Calendar Sync with Outlook/Office 365 instead.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality