In Clio Manage and Clio Grow, you can send new emails and reply to filed email threads from Communications > Emails. Emails are sent from your connected inbox and file to the matter, so outgoing correspondence sits on the matter record beside the incoming client email. The result is a complete communication history without switching between Clio and your inbox.
Choose how to send an email
In Clio, the New menu includes two email options. The right option depends on whether the message relies on an email template.
| Email with Manage template | ||
|---|---|---|
| Requires | An inbox connected to automated email filing. | A connected sender email address. |
| Email templates and merge fields | No | Yes |
| Reply, reply all, and forward on filed threads | Yes | No |
| Sends from | Your connected inbox, selectable under From | Your sender email address, fixed |
| Copy recipients | Cc and Bcc | Cc |
| Saved to the matter as | Filed email thread | Email log |
| Best for | Everyday client correspondence | Messages built from a firm template with matter details |
Understand how sent emails auto-file
Sent emails and replies follow the same matching rules as automated email filing.
- A reply, reply all, or forward files to the matter already assigned to the thread.
- A new email to a contact with one matter files to that matter.
- A new email to a contact with multiple matters files to a matter when the full matter name is included in the subject or body.
- Any other sent email requires a matter selection. Click File to matter on the email to choose one.
- To find emails that need a matter, click Unfiled.
Compose a new email
You can compose a new email to an existing contact or to a new email address. The email is sent from your connected inbox by default.
- Go to Communications > Emails.
- Click New, then select Email.
- Optional: To send from a different connected inbox, select it from the From field.
- Under To, search for a contact or type an email address.
- Optional: Click Add Cc or Add Bcc to add recipients.
- Under Subject, enter a subject line.
- Write your message. To attach a file from your computer, click the attachment icon.
- Click Send.
Discard a draft
Important: Clicking Discard immediately deletes the draft of a new email or reply. The change is permanent.
- Click the email marked Draft.
- Click Discard.
Reply to or forward an email
You can reply to or forward any email in a thread where you are a participant. Email responses are sent from your connected inbox by default and filed under the matter already assigned to the thread.
- Go to Communications > Emails.
- Click the email thread.
- Click Reply, Reply all, or Forward.
- Optional: To send from a different connected inbox, select it under From.
- If forwarding, under To, search for a contact or type an email address.
- Optional: Click Add Cc or Add Bcc to add recipients.
- Write your message. To attach a file from your computer, click the attachment icon.
- Click Reply.
Up next
- Automated Email Filing: Connect an inbox and manage how filed emails match to matters.
- Set Up Email Signatures and Templates: Create templates to use with Email with Manage template.