In Clio's mobile app, communication logs such as email and phone logs can be found within a matter. Client portals can be found in your mobile app Inbox. Additionally, you can file an email to your matter using that matter's Maildrop address.
Create automated phone logs
This feature automatically tracks the duration, date, matter, subject, and contact name of a phone call. This feature is for outbound calls initiated from within the Clio mobile app. After the call is complete, you can review and modify the phone log details and time entry.
Tip: On iPhones, when you search for a contact's name using Spotlight Search, you can tap their name to be taken directly to their contact page in the Clio app. From there, you can initiate the call. To turn off this functionality and prevent Clio contacts from appearing in Spotlight Search, go to Settings on your iPhone, then Clio, then Search, and toggle off Show Content in Search.
- In the mobile app, from Contact details, in a contact or matter, touch the blue hyperlinked phone number.
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Select Call [number].
- The log will run in the background while you complete your call.
Note: To ensure the call duration is accurate, do not force quit the mobile app while the call is in progress. Doing so may disrupt the log. The next time you open the app, you will see a warning message to review the pre-filled phone log details. - After you complete the call, a phone log populates with the date, matter, contact name, and duration.
- The subject defaults to Call to [contact name] at [contact number].
- In the Body of the phone log, enter the context of the call.
- Toggle Create a time entry as needed. You can also create the time entry and mark it non-billable.
- Touch Save.
Create email and phone logs
In the mobile app, you can create a new email log or phone log by clicking the icon for the create new menu or by creating the new communications log from directly within a matter.
- Click the + icon for the create new menu.
- Select Email log or Phone log.
- Complete the communications log details.
- Click Save.
- Find your matter by searching for it in the search bar or in the Matters subtab of the Home tab.
- Under Add to this matter, click Email log or Phone log.
- Complete the communications log details.
- Click Save.
Filter email and phone logs
You can filter email and phone logs from within a matter's details page. You can filter email and phone logs by the type of communications log, firm user, contact, and whether the communications log has an attached time entry or not.
- Find your matter by searching for it in the search bar or in the Matters subtab of the Home tab.
- Under Matter contents, click Communications logs.
- Click the filter icon in the top right.
- Select your filter parameters and then click Done.
Edit email and phone logs
You can edit email and phone logs from within a matter's details page.
- Find your matter by searching for it in the search bar or in the Matters subtab of the Home tab.
- Under Matter contents, click Communications logs.
- Optional: Click the filter icon in the top right to narrow your results.
- Select the log you want to edit and click Edit.
- Make your changes and then click Save.
Delete email and phone logs
You can delete email and phone logs from within a matter's details page.
- Find your matter by searching for it in the search bar or in the Matters subtab of the Home tab.
- Under Matter contents, click Communications logs.
- Optional: Click the filter icon in the top right to narrow your results.
- Click the event.
- Click Edit and select Delete email log or Delete phone log. You can also click the three vertical dots and select Delete email log or Delete phone log.
- When asked to confirm, click Delete.
View client portal messages
In the mobile app, you can respond to client portal messages from contacts. All saved conversation threads can be found in the Inbox.
- Go to the Home tab and then click the Inbox icon in the top right of the header.
- Select either Client portals, Texts, or Internal messages.
- Click a message thread to open it.
- Type your message and then click the blue arrow icon to send the message.
File emails using Maildrop address
If you need to forward an email from your email inbox to a matter, you can do so using the matter's Maildrop address.
Tip: If you are using Outlook or Gmail for emailing clients, you can file emails more quickly and efficiently on the desktop app using Clio's Outlook Add-in or Clio's Gmail Add-on.
- Find your matter by searching for it in the search bar or in the Matters subtab of the Home tab.
- Under Matter contents, click Communications logs.
- Click the Maildrop icon (two overlapping squares) in the top right of the header.
- Click Copy maildrop address and then paste it into the To, Cc, or Bcc fields when sending the email that you want to file to the matter. You can also click Copy and compose email to begin drafting an email that you will file to the matter.