Clio

Clio

3.9 (54)

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

Law firms can now streamline their day with their most-used tools in sync—by capturing billable time, documents, and communications directly from Microsoft Outlook, saving them to a matter in Clio’s legal practice management software.

Clio’s Outlook 365 add-in eliminates the need for duplicate data entry by syncing emails, attachments, and captured time from Microsoft Outlook directly to Clio.

The only Outlook 365 add-in of its kind for legal professionals, legal professionals can:

  • Sync emails from Outlook directly to a matter in Clio with one click
  • Search and select entire email threads and responses, and sync them 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 from a timer directly within Outlook

Simplify your busy workday with Clio’s Outlook 365 add-In. There’s no extra charge; this integration is part of your Boutique or Elite Clio subscription.

アドインの機能
このアドインを使用すると次のことが可能です:
  • インターネット経由でデータを送信できます
  • このアドインは、メールボックスの任意のアイテムの内容の読み取りまたは変更、および新しいアイテムの作成を行うことができます。また、メッセージや予定表のアイテムの個人情報 (本文、件名、送信者、受信者、添付ファイルなど) にアクセスできます。このデータをサード パーティ サービスに送信する可能性もあります。
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