Clio for Microsoft Teams
- CLIO MANAGE
Key benefits for your firm
Declutter your inboxMove internal discussions to Teams and reserve your inbox for critical firm and client communications.
Collaborate on mattersEasily access your Clio matters without leaving Teams. Plus, you can quickly create teams and access them from Clio Manage.
Work seamlessly between Clio and TeamsUse quick links within both Clio Manage and Teams for easy navigation.
How Clio for Microsoft Teams works with Clio
Review recent Notes and Communications in Teams
The Matter Dashboard tab in Teams makes it easy to review recent updates to your matters.
Plan for upcoming events in Teams
Easily check your upcoming events and discuss a plan with your team in the sidebar.
Create a new team in a few seconds in Clio Manage
Just check the box off to create a team when editing or creating a new matter in Clio Manage.
Getting set up
You can learn more about Clio’s integration for Microsoft Teams in our help center.