Do you have friends in your network who could benefit from Clio? Earn $250 for every friend that you refer! Find out how.

Clio's Gmail Add-On

Clio_Gmail_Launch_Illustration-v2_Support-Header.png

With Clio's Gmail Add-on, you can easily:

    • File emails from Gmail to Clio.
    • Send email attachment files from Gmail to Clio.
    • Create time entries in Clio.
    • Add contacts from Gmail to Clio.

Clio for Gmail Add-on compatibility: The add-on works with the new Gmail interface and the classic Gmail interface. It is compatible with Gmail running on updated browsers such as Chrome, Firefox, Safari, and Microsoft Edge.

Because the Gmail Add-on works in the way same across Gmail’s web interface and the Android Gmail mobile app, you only need to install it once to access it from a web browser or Android smartphone.

At this time, the Gmail Add-on will not work in Google’s Gmail app for iPhones and iPads. Google is actively working with Apple to bring the Add-on to iOS Gmail users; however, no timeline has been provided.

Contents

Install the add-on (new Gmail)
Install the add-on (classic Gmail)
File emails to Clio from Gmail
Save attachments to Clio from Gmail
Send automated emails from your own email address

Note: To use this add-on, the previous Gmail extension must be removed. See this article to remove the Clio for Gmail Chrome Extension (old version).

Install the add-on (new Gmail)

The add-on is available in all browsers and can be added from the G Suite Marketplace.

To install the add-on:

  1. In Gmail, click the + button on the right side panel of Gmail to access the G Suite Marketplace.
  2. Search for "Clio."
  3. In the Clio for Gmail entry on the G Suite Marketplace, click Install.
  4. When asked for permission, click Continue.
  5. If an authorization popup is displayed, click Allow.

The add-on is now available in the side panel of your Gmail inbox.

Note: If you do not see the side panel, it may be hidden from view. Click on the arrow in the bottom right-hand corner of your Gmail inbox to expand the side panel.


Install the add-on (classic Gmail)

The add-on is available in all browsers and can be added from the G Suite Marketplace.

To install the add-on: 

  1. In Gmail, click the settings gear icon at the top right of the screen.
  2. Click Get Add-ons.
  3. Search for "Clio" and locate the Add-on.
  4. Click Install.
  5. When asked for permission, click Continue.
  6. If an authorization popup is displayed, click Allow.

The add-on is now available in the side panel of your Gmail inbox.

To authorize the Add-on:

  1. Go into an email to reveal the add-on and click on the Clio con in the side panel.
  2. Click Authorize Access.
  3. Select the correct Gmail account and click Allow.
  4. Select your Clio region and click Connect to Clio.
  5. If prompted, log in to Clio and then click Allow Access.
  6. In the Gmail account, select "Show Panel" from the bottom right-side arrow.

File emails to Clio from Gmail

Once the add-on is installed, filing emails to Clio is easy.

To file an email from Gmail to Clio:

  1. Open the email you want to file.
  2. Click the Clio icon on the right side panel.
  3. Select a matter.
  4. Click Log Email.

Note: Clicking Log All will file all of the emails in the current thread.

Now the following actions will happen in Clio:

    • The email contents are filed to the Communications tab of the selected matter.
    • If there is a contact in Clio that matches the email from the sender, the email is attached to the contact. Otherwise, a new contact is created, and the email is attached to the new contact.


Save attachments to Clio from Gmail

The Gmail Add-on can be used to easily send email attachments from Gmail to Clio. When you send them to Clio, they will be displayed in the relevant matter's Documents tab and under the  Communications tab.

To save attachments to Clio from Gmail:

  1. Open the email containing the attachments you want to send to Clio.
  2. Click the Clio icon on the right side panel.
  3. Select the matter.
  4. Click View beside the attachments.
  5. Click Save beside the attachment you want to save to Clio.

If you want to file multiple attachments for a single email, you can click the Save All button above the attachment list.


Send automated emails from your own email address

Benefits

By default, bills shared from within Clio Manage are sent from the default generated alias notifications@clio.com. When you use the Gmail Add-on, you can turn on an email personalization feature that lets you share bills from your own personal gmail address rather than the generic email alias. Turning on this feature has the benefit of:

    • Personalizing and improving the client experience by providing clients with a frictionless communication path.
    • Greater visibility on important client communication by seeing sent bills, bill reminders, and attachments in both Clio Manage and your "sent" mailbox folder.
    • Better bill deliverability (you get an immediate notification if a bill bounces back or is blocked) and an improvement in your firm's collection rate.
    • Greater peace of mind when clients get bills from a sender they recognize and trust.
    • Opportunity to reinforce your firm's brand through consistent personalization. 

How to

To turn on the email personalization feature in Clio Manage:

  1. Go to Settings > Apps > Google.
  2. Check that the Gmail Add-on is connected. If it is not click Connect with Google and follow the connection directions.
  3. If the connection is unsuccessful, click Disconnect and try connecting again.
  4. Automated Clio Manage emails will now be sent from your personal gmail address.

Note: When this feature is turned on, some other automated Clio Manage emails sent from notifications@clio.com will be sent from your firm email address. This includes bill emails, calendar events, access granted emails, client portal message emails, Clio Payments bill sharing, email change, task notifications, and user invitation emails. See this article for an exhaustive list.

Screen_Shot_2022-02-08_at_11.40.48_AM.png

 

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