In Clio Manage, an email log is a record of email correspondence saved to a matter or contact. You can add email logs manually, forward emails with Maildrop, or log them from Clio's Outlook Add-in or Clio for Gmail. Each log supports billable or non-billable time for generated bills.
Note: All firm users can access email logs. To restrict access to an email log, set matter permissions. Matter permissions apply to all matter communications. See Matter Permissions and Rates.
Add email logs
Email logs save under Communications > Logs. Emails filed through automated email filing save separately, under Communications > Emails. You can add an email log from Communications, from the Communications tab in a matter or contact, or from Create new. An email log saved without a matter stays on the contact's record. To add email logs from your inbox, use Clio's Outlook Add-in or Clio for Gmail.
- Go to Communications.
- Click New, then select Email log.
- Link the email log to a matter, a contact, or a firm user.
- Under From and To, enter the sender and recipients of the email.
- Complete the remaining email log fields.
- Optional: Add a time entry.
- Click Save email log.
Add time to email logs
You can add time to an email log when you create it or at any point afterward.
- Go to Communications > Logs.
- Under the All or Email quick filter, find the email log. [VERIFY quick filter labels]
- Under Recorded time, click Add time.
- Complete the time entry.
- Click Save entry.
Edit and delete email logs
Edit an email log to correct its details, or delete it to remove it from Clio Manage. Delete email logs one at a time.
- Go to Communications > Logs.
- Under the All or Email quick filter, find the email log.
- Click Edit.
- Make your changes.
- Click Save email log.
Important: Deleting an email log is permanent.
- Go to Communications > Logs.
- Under the All or Email quick filter, find the email log.
- Click the arrow next to Edit, then select Delete.
- In the warning prompt, select Delete email log.
Filter email logs
Filter email logs by matter, by contact, by whether they have time entries, by the firm user who created them, or by bill ID for email logs on a generated bill.
- Go to Communications > Logs.
- Click Filters.
- Select the filter parameters.
- Click Apply filters.
Export and print email logs
Export email logs to a CSV file, either with all columns or with only the visible columns. To keep a physical copy of a single email log, print it instead.
- Go to Communications > Logs.
- Optional: Click Filters, select the filter parameters, then click Apply filters.
- At the bottom of the table, click Export.
- Select whether to export all columns or only visible columns.
- Click Export.
- Go to Communications > Logs.
- Under the All or Email quick filter, find the email log.
- Click the arrow next to Edit, then select Print.
Up next
- Forward Emails to Matters With Maildrop: Save emails to a matter by forwarding them to its Maildrop address.
- Automated Email Filing: Connect your inbox so client email files to matters automatically.