No more manual saving of emails in Gmail / Outlook.
Here’s how to automatically log them in Clio Manage:
✅ Emails are automatically saved against the right matter
✅ Attachments are uploaded to the documents tab
✅ Time entries are created for the email
No more manual data entry. No more forgetting to bill for email time.
Here’s how it works:
1. New email arrives in your inbox
2. System identifies the sender and finds the associated matter
3. Creates a communication log with all email details
4. Uploads attachments to the documents tab
5. Generates a time entry for the email
The best part? It’s fully automated. No human input required.
Want to set this up for your practice?
I’ve created a step-by-step video tutorial for both Zapier and Make.com.
Click to get access to the free Zapier and Make templates here.
