- Log entire email thread when exporting matter from Clio Grow to Clio Manage
- Save emails from intake process to matter in Clio Manage
- Clio Grow
- Clio Manage
- 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.
Once the matter has been exported to Clio Manage:
- Click Open matter in Clio Manage
- Within the Matter in Clio Manage, navigate to the Communications Tab
- Click the arrow next to New Email Log and select Copy matter Maildrop address
- In your email inbox, locate the email correspondences during the intake process to log to the matter
- 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