Communications
Send and receive Secure Messages, log email and phone conversations, and forward emails to Clio.
Videos
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)
- Can I Get Two MailDrop Addresses for a Matter?
Gmail Add-on
- Is Clio Add-In for Gmail Compatible with iPhone or iPad?
- 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."
- "Invalid authorization request" Error Showing When Logging into Google Add On
- Can Gmail Add-on Create Labels for Filing Emails to Clio?
Communications
- 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
- Why Is the Date Range Missing From The Communications Page?
- Can I View .eml Files Directly from Within Clio?
Internal Messages
- 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?
- Why Are Secure Messages Sent to Me Not Appearing in My Communications Tab?
Email & Phone Logs
- 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?
- Do I or Other Users Receive Phone Log Notifications via Email
- Why Is There No Time Stamps On My Email Logs?