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  • Clio logoClio logo
  • Microsoft Outlook logoMicrosoft Outlook logo

Clio + Microsoft Outlook

Send an email in Microsoft Outlook for every new matter note in Clio

Stay on top of your legal casework with this streamlined workflow between Clio and Microsoft Outlook. Whenever a new note is added to a matter in Clio, an email is instantly sent through Outlook, keeping all relevant parties in the loop. This ensures that all critical case updates are communicated swiftly and efficiently, enhancing collaboration and productivity.

Stay on top of your legal casework with this streamlined workflow between Clio and Microsoft Outlook. Whenever a new note is added to a matter in Clio, an email is instantly sent through Outlook, keeping all relevant parties in the loop. This ensures that all critical case updates are communicated swiftly and efficiently, enhancing collaboration and productivity.

  1. When this happens...
    ClioClio
    New Matter Note

    Triggers when a new matter note is created.

    TriggerPolling
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Send Email

    Send an email from your Outlook account.

    ActionWrite
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Supported triggers and actions

  • Clio triggers, actions, and search

    Bill State Updated

    Triggers when the state of a bill has changed.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Communication

    Triggers when a new communication is created.

    Trigger
    Instant
    Try It
  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    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.

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