Communications
The following sections and articles provide instructions on how to send and receive Secure Messages in Clio, how to log email and phone conversations, and how to forward emails from your inbox application to Clio.
Videos
Maildrop
- When I Use the Maildrop Feature to Log Emails, Does My Data Stay in the Canadian Server Alone?
- Can I Save Attachments When I Use the Maildrop Address?
- Automatically Forward Emails to a Matter in Clio using Rules in MS Outlook (for Mac)
- Can I Get Two MailDrop Addresses for a Matter?
- How Many Email Maildrop Alias Can You Add into Clio Manage?
- Why Isn't My Maildrop Address Forwarding My Emails to Clio?
Gmail Add-on
- How Do I Find My Gmail Add-on User Key?
- Why is My Gmail Add-On Suggesting Inaccurate Matters?
- Does "Log All Emails" on the Gmail Add-on Also File Future Replies?
- Is it Possible to Install the Gmail Add-on Through via a Third Party App?
- Gmail Add On Error: "You are offline"
- Gmail Add-on Not Visible
Communications
- Can I View CC'd Email Recipients in the Matter's Communications Tab?
- Is There a Limit for Filing Emails to Clio Manage?
- Is it Possible to Include a Full Copy of Bill in Communication log After Bill has been Sent?
- Is it Possible to Choose a Folder for Attachments to be Filed Into When Sending a Secure Message?
- Is it Possible to Attach a Document/File to an Email Already Filed into Clio Manage?
- Is it Possible to Sync an Email Account to Clio Manage?
Secure Messages
- ★ Error When Sending Secure Message To Client Via Clio Connect
- Can I add a Video attachment to a Secure message
- Issue: No Unarchived Filter in Secure Messages
- Can I Have Related Contacts Suggested When Sending Secure Messages?
- Can I Replace a Contact on a Secure Message?
- Is It Possible to Send and Receive Secure Messages for Closed Matters?
Email & Phone Logs
- Can I Log Voicemails in Clio?
- Can I Send Multiple Emails from Outlook/Gmail Add- In?
- Does Clio Auto Save Data Entered?
- Can I Create an Email Log in the Communications Without Creating a Contact?
- Can Clio Record a Phone Conversation to be Played Back Later?
- Can I Create a Duplicate of a Phone Log or Email Log?