- A new user of the Gmail for Clio is asked to authorize the Add-on to have permissions to access data in the user’s Gmail account.
- Clio Manage
- Add-ons require authorization from the user before they can operate. After deploying an add-on, you can run it by opening any message in Gmail. If Gmail is already open, you may need to refresh the tab before the add-on executes.
- When an add-on is run, it determines if user authorization is needed. If authorization is necessary, the add-on presents an authorization card. Authorization is always required the first time an add-on executes, and may also be required if a new version of the add-on uses a service not previously authorized. The Authorize Access button provides a dialog window for the user to Allow or Deny authorization for the add-on.
- The following message is presented to users when the Clio for Gmail add-on is added to an account:
- The Clio Gmail Add-on is an enhancement to the Gmail email client that securely connects your Gmail account to your Clio account.
With this connection your firm can create communication logs of Gmail emails in the relevant Clio matter. Any files attached to emails can be saved to the document section of a matter in Clio.
To create detailed logs of emails the add-on requires read-only access to all Gmail resources and metadata including your email conversations and attachments.
Additionally the add-on must have one external connection to the servers that are used to manage the Clio application to obtain matter details, create email logs and save attachments to Clio.
Clio maintains strict data separation between the EU and US datacenter to meet the distinct regulatory requirements of those regions. To ensure we are providing the correct timestamp data and language for EU and US customers, the add-on requires the locale of the user.
- Accept the request to access the listed information in the Gmail Account.
Note: Clio has specifically requested only the minimum permissions required for the Clio for Gmail add-on to complete the actions requested by users. As an example, the Clio for Gmail add-on only requests read-access and cannot write to a Gmail account, or change any settings on the Gmail account.
You can unauthorize an add-on by going to your account security console, locating the add-on and clicking Remove. If you try to run the add-on again, it requests authorization once more.