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
- ★ Clio's Outlook Add-in for Office 365 and Outlook.com
- Viewing Emails That Have Been Filed to Clio Manage
- Can I Bulk Select Emails To File To The Same Matter?
- Video: How to Log Phone Call and Email Communications
- Adding Phone Logs in Clio
- Forwarding Emails to Matters in Clio