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Create communication record in Clio for new email in Microsoft Office 365

Create a communication record in Clio whenever you receive a new email in Microsoft Office 365. This links the email to the appropriate client matter, ensuring faster onboarding and clearer client engagement.

Create communication record in Clio for new email in Microsoft Office 365

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Overview

Create a communication record in Clio whenever you receive a new email in Microsoft Office 365. This links the email to the appropriate client matter, ensuring faster onboarding and clearer client engagement.

Create communication record in Clio for new email in Microsoft Office 365