Clio Outlook Add-in
It’s never been easier to capture billable time and save emails to matters in Clio Manage from Microsoft Outlook.
Clio’s Outlook add-in caters to the needs of legal professionals who use Clio Manage and Microsoft Office 365 to take care of business. Sync emails, attachments, and time entries from Microsoft Outlook to Clio Manage, with ease.
- Save anything to Clio with a click. Save messages and attachments to your matters in Clio as soon as you get them.
- Intelligent bulk filing. Scan your inbox and bulk-file recent messages and replies quickly and easily.
- Track every billable moment. Start a timer in Outlook and log entries in Clio for quick invoicing come billing time.
- Do more with your favorite business tools. Pin the Clio Outlook Add-in to the interface of your inbox, placing more value front-and-center as you work.
Clio’s Outlook Add-in is not compatible with Exchange Servers or third-party Office 365 accounts.
• Sync emails from Outlook directly to a matter in Clio Manage with one click
• Search and select entire email threads, and sync all communications to a client matter
• Save billable time to a matter from a timer directly within Outlook
• Do more with email in Clio. Easily and securely access communications, attachments, and even edit documents with Clio Launcher
• There’s no extra charge; this integration is part of your Clio subscription with a Boutique or Elite license