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 Add-in for Microsoft Outlook 365 and Outlook.com
- Video: How to Log Phone Call and Email Communications
- Logging Email and Phone Call Records in Clio
- Forwarding Emails to Matters in Clio
- Sending Emails to Your Clio Account's Global Maildrop Address
- Sending Emails to Clio with a Different Email Address