In Clio Manage, each matter has a Maildrop address that saves forwarded emails to the matter as email logs. You can also forward emails to Communications without selecting a matter. Each forwarded email saves as an EML file, a standard format that preserves the original message unaltered.
Note: Maildrop accepts emails from the address you use to sign in to Clio and from any email aliases on your user account.
Forward an email
Forward an email to a matter's Maildrop address to save it to that matter, or to the general Maildrop address to save it to Communications.
- Open the Communications tab in a matter.
- Click New, then select Copy matter Maildrop address.
- In your email programme, open the email to forward.
- Paste the Maildrop address into To, Cc, or Bcc.
- Send the email.
- Go to Communications.
- Click New, then select Copy Maildrop address.
- In your email programme, open the email to forward.
- Paste the Maildrop address into To, Cc, or Bcc.
- Send the email.
Note: You cannot upload file attachments using this method.
Add a Maildrop address as an email contact
Save a matter's Maildrop address as a contact in your email programme, so forwarding to the matter takes one step.
- Open the Communications tab in a matter.
- Click New, then select Learn more about Maildrop.
- Select Download Vcard.
- Import the Vcard into your email programme as a contact.
Emails forwarded to the contact save to the matter's Communications tab.
Add an email alias
To forward Maildrop emails from an address other than your sign-in address, add it as an email alias. Administrators can add aliases for other firm users.
- Go to Settings > Profile > Maildrop Email Aliases.
- Click Add.
- Select the user and the email address.
- Click Save.
Up next
- Record and Manage Email Logs: Add time to, filter, and export the email logs Maildrop creates.
- Clio's Outlook Add-in: Log emails to matters directly from Outlook.