Did you know? Clio’s Outlook 365 add-in is here!

Stop wasting time moving between your email inbox and your legal practice management system. Clio’s Outlook 365 add-in, one of the most highly requested features, is now available for download free from the Microsoft store, for Clio Boutique and Elite customers using Microsoft Office 365. Clio is the first and only cloud-based practice management platform to offer a native integration for both Outlook’s desktop and 365 platforms.

The times of Mac email needs being overlooked is over. Once you download the add-in and log in with your Clio credentials, Clio will establish a secure connection with Outlook. With the add-in installed, you can file emails to the right matters in Clio, and even track time, without leaving Outlook. You can:

  • File emails, including attachments, from Outlook to Clio and easily organize them under related matters.
  • Sync entire email threads to Clio.
  • Scan your inbox for unfiled emails and file multiple emails at once.
  • Use the integrated timer to keep track of your time and generate billable activities in Clio without leaving Outlook.

Once you’ve installed the add-in, you can file emails or start a timer from the "Clio" group in Outlook’s "Home" ribbon.

Keeping your practice organized just got even easier. With this add-in, every billable minute can be automatically linked to a case. You also eliminate ethical risk by having a clear, up-to-date audit trail of communication that tracks every message, thread, and asset attached, while the full flexibility ensures that you can stay on top of professional, client, and other communications without confusion. Finally, you eliminate the need to juggle your most-used and trusted tools—with Clio’s new Outlook add-in, there’s one download, one sync, and one streamlined source of client, contact, time, and document information.

To get the add-in, all you need is a valid Microsoft Office 365 subscription (Business or Premium) and a Clio account. The add-in can be downloaded from the Microsoft Store at no extra charge, and is compatible with Clio Boutique and Elite subscriptions.

If you’d like to get the add-in just visit http://bit.ly/globalmacclio to get started.