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How do I Log Emails to Closed Matters using the Clio Gmail Add-on?

Objective:

  • I would like to log emails under Closed Matters

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

  1. In Gmail, open up an email
  2. Click the Clio Add-on icon on the right side of the screen
  3. Click the three dots in the top right corner
  4. Click Settings
  5. Toggle on the Include closed matters option
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