A CLIO WORKSHOP - How to Build and Optimize Client Intake Workflows With Clio Grow. Register for Free.

Can I File an Email to Multiple Matters in the Clio for Gmail Add-in?

July 09, 2021 17:25

Question:

File an email to more than one Matter in the Gmail Add-on
Log Email Communication to more than one Matter

Environment:

Clio Manage
Gmail Add-on

Additional Information:

As a workaround, we recommend filing the email to the second Matter using our Maildrop feature - see "How do I Send Emails to Clio using Maildrop?"

Answer:

Not at this time. An email can only be added to a Matter via the Clio for Gmail Add-In once. This request has been submitted to our Development Team for future consideration.