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
Maildrop
- Can I Get Two MailDrop Addresses for a Matter?
- How Many Email Maildrop Alias Can You Add into Clio Manage?
- Why Isn't My Maildrop Address Forwarding My Emails to Clio?
- Is it Possible to Bulk File Emails into Clio?
- Where is my Maildrop Forwarded Email?
- If a Client Replies All To An Email With The MailDrop Email Address CC'd, Will It Be Filed In Clio?
Gmail Add-on
- Is it Possible to Install the Gmail Add-on Through via a Third Party App?
- Gmail Add On Error: "You are offline"
- Gmail Add-on Not Visible
- How Can I Save Embedded Hyperlinks When I Log An Email To Clio Using the Clio Gmail Add-on
- Can I Create a Task Using the Gmail Add-on?
- Issue: Gmail Add-On Creating Duplicate Contacts In Clio
Communications
- Is it Possible to Choose a Folder for Attachments to be Filed Into When Sending a Secure Message?
- Is it Possible to Attach a Document/File to an Email Already Filed into Clio Manage?
- Is it Possible to Sync an Email Account to Clio Manage?
- How Can I Tell Which Email a Bill Was Previously Sent to in Clio Manage?
- Does Clio have a NotePad feature not connected to any Matter
- Can a Note be Emailed?
Secure Messages
- ★ Error When Sending Secure Message To Client Via Clio Connect
- Issue: No Unarchived Filter in Secure Messages
- Can I Have Related Contacts Suggested When Sending Secure Messages?
- Can I Replace a Contact on a Secure Message?
- Is It Possible to Send and Receive Secure Messages for Closed Matters?
- Do Internal Secure Messages Between Staff Appear on Contact Communication Tab?
Email & Phone Logs
- Can Clio Record a Phone Conversation to be Played Back Later?
- Can I Create a Duplicate of a Phone Log or Email Log?
- Why Are Phone Logs Missing From My Client?
- If I Delete an Email from Gmail that was Already Logged to Clio, Will it Also be Deleted from Clio?
- What is the Size Limit for Uploading Email Attachments?
- How to Move a Logged Email to a Different Matter