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Clio's Outlook Add-in

by Clio

(16 ratings)

Save your emails, record time and manage your inbox.

Designed for legal professionals, Clio’s Outlook add-in syncs all essential email communications directly from Outlook to Clio without any disruptions to your workflow.

Get started with instant email filing and much more:

  • Simplify email filing. File case related email and attachments to Clio Manage without leaving Outlook.
  • Organize emails by matter, smarter. Easily find client communications with matter and contact folders.
  • Send Emails to Clio prior to creating contacts. Push emails to a matter from Outlook without having to create the contact.
  • Avoid duplicate filing. Stay on top of inbox organization with labels for emails filed to Clio.
  • Create time entry templates. Set common rates and durations so time spent working in your inbox is logged with ease.

Over the upcoming weeks, we will be releasing new improvements to time tracking, email filing, and much more.

This integration is included with your Clio Manage Essentials, Advanced and Complete subscription in North America and with all EMEA plans.

Add-in capabilities

When this add-in is used, it
  • Can send data over the Internet
  • This add-in can read or modify the contents of any item in your mailbox, and create new items. It can access personal information -- such as the body, subject, sender, recipients, or attachments -- in any message or calendar item. It may send this data to a third-party service.

At a glance

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