Follow the steps below to uninstall Clio's legacy Outlook Add-in. After uninstalling the legacy add-in, you can download and get started with the newer version, Clio's Outlook Add-in. See this get started guide to learn more about the new add-in.
Note: Any emails moved into matter folders in Outlook will remain where they are upon uninstalling the add-in. You will not lose your emails and matter folders will be retained.
Important: You can only use one Outlook add-in at a time. Using both add-ins can result in filing issues.
Step 1: Go to Microsoft's Add-Ins for Outlook
The steps to reach Microsoft's Add-Ins for Outlook page vary depending on whether you are using Outlook for the web, Outlook desktop for Windows, and Outlook desktop for Mac.
Outlook desktop for Windows:
- Go to the Home ribbon.
- Click Get Add-Ins.
Outlook desktop for Mac:
- Click the ellipsis (three dots) in the Toolbar.
- Click Get Add-Ins.
Outlook 365 for the web:
- Select New message or open an existing email.
- Click the ellipsis (...) in the message and choose Get Add-ins.
Step 2: Uninstall Clio's Outlook Add-In (Legacy)
- On the left pane of the add-ins window, click My add-ins.
- Find Clio's Outlook Add-in (Legacy), click the ellipsis (...), and choose Remove.
