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From Gmail, how do I Verify if an Email or Email Thread has been Logged?

Objective:

  • Confirmation on if an Email or Thread has been logged to Clio.

Environment:

  • Gmail

Additional Information:

• This is in regards to confirmation an email or thread has been logged into Clio from Gmail rather than the Communications Tab inside of the Matter dashboard.

• Please view the screenshot below regarding the Gmail Add-on.

Procedure:

  1. Sign in to your Gmail account.
  2. Click into the Email or Email thread you wish to log.
  3. Click on the blue Clio Add-on symbol on the right hand side.
  4. Please view the section below Select a Matter to verify if that Email or Thread has been logged.

Gmail_Confirmation.png 

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