Clio for Gmail - Google Workspace Marketplace

Clio

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Overview

Log emails, save documents, and add contacts to Clio with Clio's Gmail Add-on.

Log emails, save documents, add contacts, and create time entries in Clio with Clio's Gmail Add-on. Use Clio’s Gmail Add-on from your mobile device with the Gmail app, or on your computer from Gmail on the web.

Clio's Gmail Add-on makes it easier to record email correspondence on a matter to Clio’s communications. Securely connect your Gmail account to your Clio account and log emails with attachments to the right matter within seconds.

Clio’s Gmail Add-on also allows you to create time entries right from your inbox, and includes the ability to set default durations and activity categories for these time entries.

No more digging through your inbox to find attachments or emails; with Clio's Gmail Add-on, everything you need can be quickly saved into your legal practice management software.

Reviews

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Lisa Zymbaluk

March 22, 2021

It would be nice to be able to select emails and link them rather than having to open them individually. Additionally, to link as the email is being created would be so much more than creating, sending, opening, linking. Really... helpful, but very cumbersome...

Is this review helpful?

Yes

Damon Fisch

February 10, 2021

This is terrible. The email logging should occur as part of sending the mail and receiving it. This is a separate function that takes too long to record a large number of emails of a daily basis. This needs to be updated to make more useful.

Is this review helpful?

Yes

JT Beck

February 4, 2021

Very helpful add on!

Is this review helpful?

Yes

Mark E Chatow

January 12, 2021

This is great when it works, but in the past week it's pulling up the same three matters that it thinks are associated with the email thread I have open. When I search for the matter in the search box it can not find it--regardless of whether I search by name or number. Clio's core platform is spectacular, but this add-on is unfortunately not up to the same level at this point. Using Chrome 87 on a brand new iMac.

Is this review helpful?

Yes

Andy Miner

April 20, 2021

Same. Tried to Refresh CLio data, logged in and out; turned computer off and on. No luck. Happens on the regular. Is the add-on looking at the email address and then looking into Clio to match? I cannot retrieve active matters using the Search function in the add on.

Damjan Denoble

February 9, 2021

I'm having the exact same issue.

Lynn Brauer

December 1, 2020

I can't get the add on to load to my gmail. It says it's installed but I don't see it.

Is this review helpful?

Yes

jedaya Taveras

December 29, 2020

I am having the same issue

Brittany Landrum

November 4, 2020

This is an amazing time saver when it comes to needing communications logged and keeping track of your time. I use the Add-on religiously!

Is this review helpful?

Yes

John Stalzer

October 8, 2020

Fine when it worked but usually didn't load and then it does have issues locating existing matters.

Is this review helpful?

Yes

Andy Miner

April 20, 2021

same

Cristina Andrade

September 24, 2020

Its not accurate locating existing cases , and it does not allow other emails to be registered if it believes it is a spam.

Is this review helpful?

Yes

Derek Soltis

September 8, 2020

Only pulls up three cases and no search returned for cases I know exist.

Is this review helpful?

Yes

Andy Miner

April 20, 2021

same

Julio Ramirez

August 28, 2020

User friendlier

Is this review helpful?

Yes

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