Set Up Email Signatures and Templates

In Clio Manage, you can create an email signature and reusable email templates for emails sent from your own email address. Signatures and templates keep client correspondence consistent across bills, trust requests, and everyday messages. Templates with autofill fields automatically add matter and contact details to each email.

Set up an email signature

Your signature applies to the email types you select. You can apply it to the following emails sent from Clio Manage:

• Emails sent with Email with Manage template.
• Bill share emails, individual and bulk
• Trust request emails, individual and bulk
• Outstanding balance emails, individual and bulk
• Bill reminder emails, manual and automatic

1. Go to Settings > Communications.
2. Select the Email signature subtab.
3. Under Email signature, add your signature. You can paste a signature from Outlook, Gmail, or Clio Grow, and add images, files, links, and formatting.
4. Under Apply signature, select the checkbox for each email type.
5. Click Save.

Create an email template

Email templates hold reusable text, autofill fields, and attachments. Templates are available with Email with Manage template only, and are unavailable for bill-related emails such as outstanding balances and bill reminders. The primary subscriber and administrators can make a template available firm-wide.

1. Go to Settings > Communications.
2. Select the Email templates subtab.
3. Click Add a template.
4. In New email template, complete the required fields.
5. Optional: Click Add autofill fields to add contact or matter details.
6. Optional: Select the Make this an account-wide template checkbox.
7. Optional: Click Add Attachment, then choose documents from Clio Manage or click Upload to add a file from your computer.
8. Click Save template.

Edit and delete email templates

Edit or delete your personal email templates. The primary subscriber and administrators edit account-wide templates.

Send an email with a Manage template

Emails sent with Email with Manage template save to the matter as email logs, and a copy saves to the Sent folder of your email account. From Communications, the matter and contact fields start blank. From the Communications tab in a matter, the matter and contact fields fill in automatically. Each recipient needs a primary email address on file.

1. Go to Communications, or open the Communications tab in a matter.
2. Click New, then select Email with Manage template.
3. Under Email Template, select a template. [VERIFY label]
4. Complete the required fields. [VERIFY matter required or optional]
5. Optional: Click Add attachments, then choose documents from Clio Manage or click Upload to add a file from your computer.
6. Click Send.

Up next

• Send and Reply to Emails: Compose everyday emails and reply to filed threads.
• Record and Manage Email Logs: Add time to, filter, and export the email logs your templates create.