Clio + Microsoft Outlook

Generate new matters in Clio for every new email in Microsoft Outlook

With this workflow, you can seamlessly manage your law firm's clients and cases right from your inbox. Upon receiving a new email in Microsoft Outlook, a matter will be instantly created in Clio. This not only saves time and effort, but enhances your law firm's efficiency by ensuring vital information is promptly stored and accessible in your management system. Unlock a more organized and streamlined law practice with this efficient workflow.

With this workflow, you can seamlessly manage your law firm's clients and cases right from your inbox. Upon receiving a new email in Microsoft Outlook, a matter will be instantly created in Clio. This not only saves time and effort, but enhances your law firm's efficiency by ensuring vital information is promptly stored and accessible in your management system. Unlock a more organized and streamlined law practice with this efficient workflow.

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

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

    TriggerScheduled
  2. automatically do this!
    ClioClio
    Create Matter

    Creates a new matter.

    ActionWrite
Start free with email
Start free with email
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Supported triggers and actions

What does this mean?
    • Calendar

    • Time BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Scheduled
    Try It
    • Parent FolderRequired

    • Child Folder

    Trigger
    Scheduled
    Try It
    • Contact Folder

    Trigger
    Scheduled
    Try It
    • Parent Folder

    • Child Folder

    • Search termsRequired

    • Note

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

    Cancelled Calendar Event

    Triggers when an event is cancelled.

    Trigger
    Instant
    Try It
    • Calendar

    Trigger
    Scheduled
    Try It
    • Shared Inbox

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

    New Flagged Email

    Triggers when a new email is flagged.

    Trigger
    Scheduled
    Try It
clio logo
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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

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

Related categories

  • Calendar
  • Email
  • Microsoft

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