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Clio's Outlook Add-in

avaldaja Clio

(23 hinnangut)

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.

  • File multiple emails at once. Move batches of emails into matter folders in outlook, with optional time entries

  • 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.

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

Rakenduse võimalused

Kui seda rakendust kasutatakse, see
  • Saata andmeid Interneti kaudu
  • See rakendus saab lugeda või muuta teie postkastis olevate üksuste sisu ja luua uusi üksuseid. See pääseb juurde kõigis sõnumites või kalendriüksustes olevatele isikuandmetele, nagu sisu, teema, saatja, adressaadid või manused. See võib neid andmeid saata kolmanda osapoole teenusele.

Lühiülevaade

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