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Clio's Outlook Add-in

作者 Clio

(20 評分)

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.

應用程式功能

使用此應用程式時，
  • 可以在網際網路上傳送資料
  • 此應用程式可以讀取或修改您信箱中任何項目的內容，以及建立新的項目。其可以存取任何訊息或行事曆項目中的個人資訊，例如內文、主旨、寄件者或附件等等。其可能會將此資料傳送給第三方服務。

概覽

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