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  • Microsoft Outlook logoMicrosoft Outlook logo

Clio + Microsoft Outlook

Create new Clio activities from new Microsoft Outlook emails matching a specific search

Simplify your legal workflow by connecting your Microsoft Outlook and Clio apps. With this automation, whenever a new email that matches your search criteria arrives in your Outlook inbox, a corresponding time entry will be created in Clio. This efficient solution ensures all pertinent information is captured, saving time and improving your case management process.

Simplify your legal workflow by connecting your Microsoft Outlook and Clio apps. With this automation, whenever a new email that matches your search criteria arrives in your Outlook inbox, a corresponding time entry will be created in Clio. This efficient solution ensures all pertinent information is captured, saving time and improving your case management process.

  1. When this happens...
    Microsoft OutlookMicrosoft Outlook
    New Email Matching Search

    Triggers when a new e-mail is received in your inbox that matches a search.

    TriggerPolling
  2. automatically do this!
    ClioClio
    Create Time Entry (Activity)

    Creates a new time entry.

    ActionWrite
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Supported triggers and actions

    • Calendar

    • Time BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Polling
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    • Parent FolderRequired

    • Child Folder

    Trigger
    Polling
    Try It
    • Contact Folder

    Trigger
    Polling
    Try It
    • Parent Folder

    • Child Folder

    • Search termsRequired

    • Note

    Trigger
    Polling
    Try It
  • Microsoft Outlook triggers, actions, and search

    Cancelled Calendar Event

    Triggers when an event is cancelled.

    Trigger
    Instant
    Try It
    • Calendar

    Trigger
    Polling
    Try It
    • Shared Inbox

    Trigger
    Polling
    Try It
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clio logo

About Clio

Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

Related categories

Triggers & Actions