Email & Phone Logs
The following articles provide instructions for recording email and phone logs in Clio, and forwarding emails from your chosen email application to Clio.
Videos
Articles
- 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?
- Why Is There No Time Stamps On My Email Logs?
- Can I Log Voicemails in Clio?
- Can Emails Be Automatically Filed in Clio Manage?
- Can I Send Multiple Emails from Outlook/Gmail Add- In?
- Does Clio Auto Save Data Entered?
- Can I Create an Email Log in the Communications Without Creating a Contact?
- 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
- Can I Choose a Preferred Name When Sending Emails with Clio Manage?
- Can I Add Fields to My Phone Log?
- Can I View Original Email in Communications in the Outlook/Gmail Format?
- Can I Attach Documents to Phone Logs?
- Viewing Emails That Have Been Filed to Clio Manage
- How to Send a Note as an Email in Clio Manage
- Can I Schedule Emails in Clio Manage?
- Viewing Email Attachments in Clio Manage
- Can I Bulk Select Emails To File To The Same Matter?
- Can I Create Email Templates in Clio Manage?
- Is There an Email Add-On for AOL?
- Can I Bulk Delete Phone Logs?