Skip to content

Log new Gmail emails into Clio case management as communications

Log new email communications in Clio by finding the relevant client matter from Gmail. This ensures accurate record-keeping and improves case management efficiency.

Log new Gmail emails into Clio case management as communications

Workflow preview:

Zap details:

Overview

Log new email communications in Clio by finding the relevant client matter from Gmail. This ensures accurate record-keeping and improves case management efficiency.

Log new Gmail emails into Clio case management as communications