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Outlook Add-In (Beta) FAQ

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What is Clio Outlook Add-In? 

Clio’s Outlook add-in caters to the needs of legal professionals who use Clio Manage and Microsoft Office 365 to take care of business. Easily sync emails, attachments, and time entries from Microsoft Outlook to Clio Manage so your records are organized and secure.

 

Why do law firms need this? 

According to the 2006 Amendments to the Federal Rules of Civil Procedure, attorneys are required to preserve all “digital records” related to a case. Additionally, the attorney and firm staff themselves have a need to keep up with the communications organized and accessible for any given matter.

 

What is new in the upgraded Clio Outlook Add-In? 

  • 10X speed improvement in filing emails and attachments.
  • Intuitive folder organization system that mirrors your Clio Manage folders. 
  • A "Filed to Clio" category label.
  • File emails without having to create contacts in Clio Manage.
  • The ability to pin the add-in in Outlook. 

How can I access the new Outlook Add-In? 

With an eligible Clio account you will be able to download the new version from the Microsoft app store. The legacy version will be discontinued in the coming months. Moving forward, new functionality will be added to the new version currently in beta. 

 

How will my firm benefit from the Outlook Add-In? 

Clio’s Outlook Add-In enables your firm staff to capture emails, attachments, and time entries seamlessly and securely in Clio Manage. The add-in acts as a connection point between Clio Manage and Outlook to enable a real-time, two-way sync of all essential email activity. 

As users navigate emails in Outlook, the add-in enables them to send matter-related time and communications to Clio in one step. 

 

How much will the Outlook Add-In cost? 

It is included in the cost of your Clio subscription. 

In the U.S. and Canada it is available to Boutique, Elite, Suite members. In Europe, the Middle East and Asia it is available to Standard, Premium, Suite users. See the pricing page for details.

 

What if I file an email to the wrong matter? 

Step 1: Find the email log under Communications

Step 2: Change the matter in the email log

If the matter folder feature is turned on in Outlook, the email must be moved manually to the appropriate folder in Outlook.

 

What happened to the timer?

With the new Outlook Add-In, you can set a preset time limit for every email. As default, Clio has allocated 0.1 hour to each message but users also have an option to customize this setting on a case by case basis.

 

What if I forget to adjust the time?

If you don’t set a default, the default is 0.1 of an hour. You have the ability to set the default which will be applied unless modified. 

 

What happens when I file an email without an associated contact in Clio?

The new version of the Outlook Add-In no longer requires emails to have a pre-existing contact in Clio prior to being filed. When an email is sent to Clio without an associated contact, it will be located in the communications tab. The email will be displayed with blank to and from fields and can be edited at any time.

 

If I have existing folders in Outlook what will happen if I connect to Clio?

Your old folder will be retained and a new set of folders mirroring your Clio folder will appear. Please note that the folders in Outlook are collapsable. 

 

I use other email clients. Can I use the Outlook Add-In as well? 

Multiple email clients can be used. Most firms use the Microsoft Office ecosystem and as a result Outlook is a popular email client. 

If the email client integrates directly into Clio and has folder management, we advise to switch to the Outlook Add-In. The reason for this is the risk of creating duplicate folders from Clio Manage. 

Please note we do not support email domains provided by GoDaddy.

 

What are my options for bulk filing?

At this time there is no bulk filing. If you would like to add your vote to this Feature Request, please contact us either through email, the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2. 

 

How secure is the Outlook Add-In? 

Within the Outlook Add-in, your matter folders are mirrored from Clio Manage. This means you do not have to download a file from the web and re-upload to attach to an email. This protects your emails behind a layer of Clio user authentication. 

 

What devices is the Outlook Add-in compatible with? 

The Outlook Add-in is available for PC and Mac computers on Outlook 2016 or higher with a Microsoft 365 Business Standard subscription. The Clio Outlook Add-In is not available on Mobile.

The Outlook Add-in only works with Microsoft-backed email accounts. You can view email accounts from other providers in Outlook, but you cannot use the add-in with these emails.

The Outlook Add-in is not compatible with Exchange Servers or third-party Microsoft 365 accounts.

 

Can I use both versions?

You can; however, we encourage migration to the new add-in because the legacy version will be deprecated. 

 

Where can I find more information on the Outlook Add-In? 

Check out the plugin page. 

If you’re an existing Clio Manage customer and need help with the Outlook Add-In, please contact support@clio.com

 

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