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Cannot Find Matters in Gmail Add-on

Issue:

  • The Gmail Add-on isn't able to find any matters
  • Can't find specific matters in Gmail Add-on

Environment:

  • Gmail 
  • Clio Manage

Additional Information:

  • By default, Closed Matters will not appear in the Gmail Add-on Search. 
  • For more information on Clio's Gmail Add-on see here.

Resolution:

This could be caused by a few different reasons. To resolve this, try the following:

  1. Type in the Matter Name without pressing Enter or Tab
  2. Select the matter from the drop-down below

Alternatively, try:

  1. Log out, of the Gmail Add-on, then log in again
  2. Refresh your Clio Data (see here)
  3. Enable searching for closed Matters (see here)
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