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Will Emails Sent from Clio Grow Sync over to Clio Manage as Communications when a Matter is Exported?

July 17, 2019 23:26

Objective:

Automatically get emails from Grow into Communications folder in Manage
Email logs for Grow

Environment:

Clio Grow

Additional Information:

For more information on syncing Grow to your email, see here
For more information on filing emails to Manage using Maildrop, see here
For more information on filing emails to Manage using the Office 365/Outlook Add-In, see here
For more information on filing emails to Manage using the Office 365/Outlook Add-In, see here

Answer:

Not at this time. If you have Clio Grow synced with your email, then any email sent from Grow will be in your sent folder in your email. From there, those emails can be filed into Manage.