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Clio's Outlook Add-in (Legacy)

Clio

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The world’s best-run law firms choose Clio’s legal practice management software.

Manage complete and accurate case files with real-time email push from Microsoft Outlook to Clio. All email communications are filed to your matters and backed-up for easy access.

Eliminate the need for duplicate data entry by syncing emails, attachments, and captured time from Microsoft Outlook directly to Clio. It’s the only Outlook 365 add-in of its kind for legal professionals to:

  • File your important email records to Clio Manage without leaving Outlook
  • Sync entire email threads and responses to a client matter
  • Ensure no communication is missed with intuitive bulk filing
  • File and save email attachments as documents in Clio
  • Log more billable hours with a timer directly in Outlook

Simplify your workday with Clio’s Outlook add-in. This integration is included with your Boutique or Elite Clio subscription.

We are working on a re-engineered Outlook add-in that offers faster email filing and more intuitive time tracking—try the beta here. As we continue to develop the add-in, we will be adding new features over the upcoming weeks.

Add-In-Funktionen

Hinweise für die Verwendung dieses Add-Ins:
  • Es kann Daten über das Internet senden.
  • Dieses Add-In kann den Inhalt von Elementen in Ihrem Postfach lesen oder ändern sowie neue Elemente erstellen. Es kann in jeder Nachricht und in jedem Kalenderelement auf persönliche Informationen zugreifen, beispielsweise Text, Betreff, Absender, Empfänger oder Anlagen. Es sendet diese Daten möglicherweise an einen Drittanbieterdienst.

Auf einen Blick

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