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Can I Change the Matter an Email is Filed to Using Gmail Add-on?

Objective:

  • Forwarded email to the wrong Matter in Gmail Add-on
  • Change Matter for an Email logged in Gmail Add-on
  • Accidentally filed the email to the wrong Matter using the Gmail Add-on

Environment:

  • Clio Manage
  • Gmail Add-on

Additional Information:

  • n/a

Answer:

Yes, if you have mistakenly filed an email to the wrong matter you can follow these steps to correct this error:

  1. Delete the Communications record from Clio's Matter
  2. Go back Gmail and select the same email
  3. Click on Gmail Add-on icon
  4. Click the three dots at the top right corner
  5. Click Refresh Clio data
  6. Search/Select a new Matter
  7. Click Log Email
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