Clio's Gmail Add-on

Clio_Gmail_Launch_Illustration-v2_Support-Header.pngContents

Installing the Add-on (new Gmail)
Installing the Add-on (classic Gmail)
Filing Emails to Clio from Gmail

NOTE: To use this Add-on, the previous Gmail Extension must be removed  

Remove Clio for Gmail Extension (old version)

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

  • File emails from Gmail to Clio
  • Send email attachment files from Gmail to Clio
  • Add contacts from Gmail to Clio

Clio for Gmail Add-on Compatibility

  • Works with the New Gmail Interface and the Classic Gmail interface.
  • Gmail Add-ons are compatible with Gmail running on recently updated modern browsers such as Chrome, Firefox, Safari, & Microsoft Edge.

Because Gmail add-ons work in the way same across Gmail’s web interface and Android Gmail mobile app, you only need to install them once to access them from a web browser or Android Smartphone.

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

Note: Clio for Gmail add-on works with the standard gmail.com interface and does not work with inbox.google.com.

Installing 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.

Installing 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
  2. Click on the Clio Add-on icon in the side panel
  3. Click Authorize Access
  4. Select the correct Gmail account
  5. Click Allow
  6. Select your Clio region
  7. Click Connect to Clio
  8. If prompted, log in to Clio.
  9. Click Allow Access

Filing 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
    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 them
    • Otherwise, a new contact is created, and the email is attached to them

Saving 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, under the "Attachments" folder.

To save attachments to Clio from Gmail:

  1. Open the email containing the attachments you want to send to Clio
  2. Open the Clio Add-on by clicking the Clio icon on the right side of the screen
  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.

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