KCS - Can My Outlook Add-In Prompt Me to "File to Clio" When Sending an Email?

Objective:

  • Receive pop-up to file the email when you send any email
  • Ability to "File to Clio" when sending emails using Outlook plug-in

Environment:

  • Outlook Desktop
  • Office 365 Outlook

Additional Information:

n/a

Answer:

Clio's Add-in for Outlook and Office 365 does not currently include automatic prompts for filing emails when you send them out.

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