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
Getting Started with Clio Communications
Secure Messages
Email & Phone Logs
- Logging Email and Phone Call Records in Clio
- Forwarding Emails to Matters in Clio
- Sending Emails to Your Clio Account's Global Maildrop Address
- Location of Documents Emailed to Clio
- Sending Emails to Clio with a Different Email Address
- Using Rules in MS Outlook to Automatically Forward Emails to a Matter in Clio