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