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Key Resources: Communications - Email Integrations

Clio offers several methods to file emails from top email programs into your Clio Account.  

Outlook Add-In

  • The Clio Add-in for Office 365 and (see here)
  • How Do I Install the Clio Add-in for Microsoft Office 365? (see here)
  • What Versions of Outlook does the Outlook Add-in Work With? (see here)
  • How Do I File an Email to Clio using the Outlook Add-in? (see here
  • What Does 'Known Email Threads' Mean in the Outlook Add In? (see here)

Gmail Add-On

  • Clio's Gmail Add-on (see here)
  • How do I Select which Matter to File an Email to in the Gmail Add-on? (see here
  • How do I Save Multiple Attachments from an Email Thread using the Gmail Add-on? (see here)


Click to File for Clio

Note that Click to File is a third party integration built to file emails from the Desktop version of Outlook to Clio. 

  • What is Click to File? (see here)
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