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 filed 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.
Note: The Emails tab is available to accounts with automated email filing, which is rolling out in stages. Sending and replying requires a connected 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 [VERIFY] |
| Best for | Everyday client correspondence | Messages built from a firm template with matter details |
Understand how sent emails are automatically filed
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.