Communications
Send and receive Secure Messages, log email and phone conversations, and forward emails to Clio.
Videos
Maildrop
- Error: "Your message couldn't be delivered because you weren't recognized as a valid sender" When Filing Emails to Clio via Maildrop
- How Do I Change the Maildrop Aliases for Other Users?
- Initial Email thread not being saved through 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)
Gmail Add-on
- How Does the Gmail Add-On Feature Know What Matters to Suggest?
- Is Clio Add-In for Gmail Compatible with iPhone or iPad?
- How to Remove & Reinstall the Gmail Add-On?
- Where Do Email Attachments Go When I File Communications Using the Clio Gmail Add-on?
- No Matter Results are Found when Searching for a Matter in the Gmail Add On
- How to Resolve the Error: "Your selection matches multiple matters in Clio. Please rename and try again."
Communications
- Text Messaging in Clio
- Can I Move Communication Logs to Notes?
- Will Newly Added Participants to the Client Portal See Past Messages?
- Where to View the Internal Message When Submitting a Draft Bill for Approval?
- Do Phone Logs Show Line Breaks When Viewing a List of Phone Logs from the Communications Page?
- How To Expand a Message Text Box in the Client Portal Section of Clio Manage
Internal Messages
- Which Calendar Invitation Does Clio Recognizes As Confirmed When A Client Confirms An Invitation Out of Multiple Invites Sent via Text Messages On The Same Day?
- Internal Message Error: "This Thread Failed to Load or Was Not Found"
- Can I Prevent a Co-Counsel From Sending Internal Messages Through Their Clio for Co-Counsel / Clio Connect Account?
- Is There a Way to Receive a Notification When a Client Attaches a File to a Internal / Secure Message
- Can I Receive Notification For Attachments In Secure Messages?
- Which Users Will Receive Notifications for Secure Messages?
Email & Phone Logs
- Troubleshooting My Email Pending Logs
- Can I Move the Original Emails Folder to Another Matter?
- Why Are My Filed Emails Saved As EML Files?
- Why do Some Communication Logs Have Specific Times Whereas as Others Have the Date Only
- Can I Drag and Drop E-mails Into Tasks?
- Can I Hide the Phone Log Window Without Having To Save the Phone Log First?