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How do I Select which Matter to File an Email to in the Gmail Add-on?

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.

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