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What Calendar Should I Use To Create Calendar Event?

Objective:

  • Google Calendar or Outlook Calendar Synced with Clio 
  • When Creating Event is it better to use the third party, or put the event in Clio and sync it to Google/Outlook

Environment:

  • Clio Manage
  • Gmail
  • Outlook 

Additional Information:

Answer:

It is better to add the calendar item to Clio as it can easily be associated to a Client and Matter. This will streamline the billing process and provide an accurate record of activities to bill from. Creating a calendar event in Google or Outlook will sync the event into Clio successfully, but will not associate it to a Client or Matter immediately. You will have to associate the event manually. 

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