The following articles provide instructions for recording email and phone logs in Clio, and forwarding emails from your chosen email application to Clio.
- Can I Add a Phone Number Field in a Phone Log?
- 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