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Create expense entry and communication record in Clio from new email in Outlook

Create expense entry and communication record in Clio from new email in Outlook

Capture new email details in Microsoft Outlook to create a communication record and expense entry in Clio. Ensure all relevant information is associated with the correct matter for improved tracking and reporting.

Create expense entry and communication record in Clio from new email in Outlook

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Overview

Capture new email details in Microsoft Outlook to create a communication record and expense entry in Clio. Ensure all relevant information is associated with the correct matter for improved tracking and reporting.

Create expense entry and communication record in Clio from new email in Outlook