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The Clio Operate Outlook Add-in integrates directly with Microsoft Outlook, enabling users to perform Clio Operate actions without leaving their inbox.
What you can do The add-in supports the following capabilities: File emails Link a received or sent email to a Clio Operate case Checks whether it has a...
The Clio Operate Outlook Add-in is a web-based add-in built on the Microsoft Office Add-ins framework. It can be pushed to all users centrally or instal...
The Outlook Add-in is configured in Clio Operate through the Global Feature framework. Configuration covers enabling the add-in, validating prerequisite...
Start the Add-in & Change Environment The add-in is greyed out and unavailable in Outlook until you select an email or click New Email to create an ...
The filing workflow enables users to associate a received or sent email with a Clio Operate case and file the email body and attachments to the case doc...
When a user opens a new email or a reply in Outlook, the add-in panel is available alongside the compose window. Users can link the draft to a Clio Oper...
Time can be recorded as an action after an email has been sent/filed. Time is available on the Actions drop-down or, if the panel is expanded, on the T...
Tasks can be recorded as an action after an email has been sent/filed. Task is available on the Actions drop-down or, if the panel is expanded, on the ...