The following articles provide instructions for recording email and phone logs in Clio, and forwarding emails from your chosen email application to Clio.
- ★ The Clio Add-in for Office 365 and Outlook.com
- Video: How to Log Phone Call and Email Communications
- Adding Phone Logs 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
- Using Rules in MS Outlook to Automatically Forward Emails to a Matter in Clio