The following articles provide instructions for recording email and phone logs in Clio, and forwarding emails from your chosen email application to Clio.
- Clio Add-in for Microsoft Outlook 365 and Outlook.com
- Logging Email and Phone Call Records in Clio
- Forwarding Emails to Matters in Clio
- Sending Emails to Your Clio Account's Global Maildrop Address
- Location of Documents Emailed to Clio
- Sending Emails to Clio with a Different Email Address
- Using Rules in MS Outlook to Automatically Forward Emails to a Matter in Clio