Objective:
- Send an email from Gmail to Clio to a specific Matter
- Log an email from my email related to a specific case
Environment:
- Clio Manage
- Gmail
Additional Information:
n/a
Procedure:
- When filing an email in the Gmail Add-on, you will be presented with a list of suggested matters, based on the recipients in the email and if they correspond with a matter’s contact in Clio.
- If none of those matters match the one you’d like to file to, you can search for the right matter.
- If you are using the search, you must select the “Search for a matter” button before you type your search query and select the matter, in order for it to save.
