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Clio's Outlook Add-in

Clio ұсынады

(25 бағалаулар)

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.

  • File multiple emails at once. Move batches of emails into matter folders in outlook, with optional time entries

  • 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.

This integration is included with your Clio Manage Essentials, Advanced and Complete subscription in North America and with all EMEA/Australia plans.

Бағдарлама мүмкіндіктері

Бұл бағдарлама пайдаланылған кезде, ол
  • Интернет арқылы деректер жібере алады
  • Бұл бағдарлама пошта жәшігіндегі кез келген элементтің мазмұндарын оқи немесе өзгерте алады және жаңа элементтер жасайды. Кез келген хабарда немесе күнтізбе элементінде мәтін, тақырып, жіберуші, алушылар немесе тіркемелер сияқты жеке ақпаратқа кіре алады. Бұл осы деректерді үшінші тарап қызметіне жібере алады.

Қысқаша шолу

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