Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

What is Email Sync in Clio Grow?

Objective:

  • What is the Email Sync feature in Clio Grow?
  • How to Send emails from your own email address in Clio Grow

Environment:

  • Clio Grow

Additional Information:

Syncing your email is a very easy process. Go to your email settings page and click the sync button, enter your credentials and that's it. Emails will now be sent directly from your email account when initiated in Clio Grow.

Syncing your email with Clio Grow is not mandatory, but recommended. If you choose not to sync your email you can still send out email through Clio Grow, however they will be sent through our email service called MailGun. When contacts receive emails from a not synced account the “from” field with still say your name but the email address will display as “youraddress@yourdomain.com via notifications.clio.com”. In essence, if your client investigates, they will be able to know that you sent the email through our software.

MailGun also acts as a backup service for when your email sync connection fails or disconnects. If for any reason, should your sync not work, the email will still get sent out via MailGun and will be delivered to the contact. To reconnect your email, simply follow the same directions for originally syncing your email.

Answer:

Users can connect their email account with Clio Grow which creates a sync between Clio Grow and the user’s email server. Syncing your email with your Clio Grow account means that all emails that are sent through Clio Grow are sent through your email server instead of ours. The emails will appear in your sent folder in your email account and replies to the email will appear in your inbox; emails sent via Clio Grow when synced are sent just the same as any other normal email you send in your normal daily activities. Syncing your email will also allow users to sync their email based calendars with Clio Grow. The email that is synced must be the same email that the user uses to log into their Clio Grow.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality