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How to Log Email Threads from the Intake Process in Clio Manage

Objective:

  • Log entire email thread when exporting matter from Clio Grow to Clio Manage
  • Save emails from intake process to matter in Clio Manage

Environment:

  • Clio Grow
  • Clio Manage

Additional Information:

  • By default, responses to emails sent from Clio Grow will not automatically log in the Matter/Contact Dashboard in Clio Grow. The procedure below outlines a workaround using the maildrop feature. 
  • Please export the matter from Clio Grow to Clio Manage before doing the steps below. 

Procedure:

Once the matter has been exported to Clio Manage:

  1. Click Open matter in Clio Manage
    mceclip8.png

  2. Within the Matter in Clio Manage, navigate to the Communications Tab
    mceclip1.png

  3. Click the arrow next to New Email Log and select Copy matter Maildrop address
    mceclip2.png

  4. In your email inbox, locate the email correspondences during the intake process to log to the matter
  5. Forward the email in your inbox to the Maildrop address copied in step 3 by pasting it into the To: field in the email
    • To paste, right-click the mouse and select Paste or click Ctrl + P on your keyboard for a Windows computer or Command + P on your keyboard for a Mac 

 

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